2464202 - Changing the Form Template Name does not automatically update Form Title in Ad hoc Report - Performance Management

When administator changes the Form Template Name and run an "Open & Save Documents" via Form Template Settings, the forms show the correct Form Title in the Performance Inbox. However, when running an Ad-Hoc report, there are forms that show with the correct Form Title while others are still showing the previous template name.

Performance Inbox:

Ad-hoc Report:

SAP SuccessFactors Performance Management

1. Change Template Name via Form Template Settings or Manage Templates.
2. Go to Form Template Settings and click on Open & Save Documents to update In Progress documents

This is Expected Behavior. "Open & Save Documents" doesn't use the same logic with manually open form and close.

The forms have to be manually opened and saved after the changes in the Template name in order for the Form Title to reflect the updated Template Name in Ad-hoc Reports.

This is the reason why some forms already display the correct title in Ad-hoc Reports. These forms were already opened and then closed while other forms that still do not show the updated form title remain unopened after the changes in the Template name.

If you wish to request enhancement for Open & Save Documents to also automatically update changes to Template Name, we encourage you to submit an idea. Please refer to this KB 2090228 - How to submit enhancement requests for SAP SuccessFactors products

form title, ad hoc report, form template name, template name , KBA , LOD-SF-PM-REP , Reporting & Analytics, Data Imports & Exports , Problem

SAP SuccessFactors HCM Core all versions ; SAP SuccessFactors Performance & Goals all versions