Symptom
- Required field permissions do not work when form is routed within the same route step in an Iterative step;
- Permissions work when sending form to next step.
Environment
SAP SuccessFactors Performance Management
Reproducing the Issue
- The route step in the form has an iterative step between Employee and Manager with entry user as employee and exit as manager;
- Goal and Competency Ratings have been configured as required field (Red asterisk implies that these are required fields);
- Login as employee> open the form>Do not fill the required fields> Click "send form to manager";
- The form is successfully routed without any warning or error message;
- Login as manager>open the form> Do not fill the required fields> Click "send form to next step";
- Error message for filling required fields appears.
Cause
- This is due to configuration of form xml;
- The required field permission has only been provided only for sending form to next step and not for routing the form within the same step.
Resolution
The following permission for required fields works only for sending form to next step:
<required-fields>
<role-name>EM</role-name>
<field refid="item-rating" min-value="-1.0" max-value="-1.0"/>
<route-step stepid="*"/>
<send-action sendid="next_step"/>
</required-fields>
Configure the folloiwng permission for making the required field work in Iterative step as well:
<required-fields>
<role-name>EM</role-name>
<field refid="item-rating" min-value="-1.0" max-value="-1.0"/>
<route-step stepid="*"/>
<send-action sendid="inner_step_send"/>
</required-fields>
Please reach out to Partner Services for assistance with customizing the XML template.
Keywords
required field permission, iterativa step, pm form, customize, xml template , KBA , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , Problem