SAP Knowledge Base Article - Public

2464448 - How to enable "Send to Previous Step" or "Send Back" button - Performance Management and 360 Multi-Rater

Symptom

This is a feature in PM/360 Form with which user who's holding a form in his Inbox can choose to send the current form to the holder of previous step in the Route Map.

Once enabled, after a form is routed to steps after the first one, you will see the Send to Previous Step/Send back button:

In PMv12A form:

v12A_1.PNG

v12A_2.PNG

In 360 form:

360capture.png

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental." 

Environment

  • SAP SuccessFactors Performance Management
  • SAP SuccessFactors 360 Multi-Rater

Resolution

To enable the Send to Previous Step button you have to follow below 3 steps (all required).

  1. Set previous step button related element with "true" value
    In the fm-meta section of template XML, set "enable-previous-step-button" to "true":
    <enable-previous-step-button>true</enable-previous-step-button>

  2. Enable 'form routing to previous step' check box in Form Template Settings
    This option can be found in Admin Center > Form Template Settings. (PMv12a and 360 multi rater)

  3. Enable Previous Step Button
    For PMv12a forms this option can be found in Admin Center > Manage Templates > General Settings > Show Advanced Options
    For 360 forms the XML template needs to be modified to enable the button. This kind of modification needs to be done by your Implementation Partner. Please find further information below.

PMv12a forms

In Manage Templates you can configure Button Permission of this button by clicking "x Button Permission(s) defined.
Click to modify" link, select Buttons as "Send to Previous Step"/"Send back" and configure Type (none/enabled) to different roles as per need.

After all 3 steps are done, launch a new form and route it to steps after the first one, you will see the Send to Previous Step/Send back button showing in Route Map part and at the bottom part.

NOTE: “Send to Previous Step”/"Send back" button is only applicable in form Modify Stage. For Iterative and Collaborative Steps, the button will only be visible to the user who is defined as an Exit User for that step.
If you would like to route back from Signature Stage to Modify Stage, consider to use the "Reject" button, which is designed for Signature Stage, and without any additional permission control, Reject button will be seen by all Signers by default.

360 forms XML instructions (for Partners only)

In fm-meta element below configuration will be defined.
<enable-previous-step-button>true</enable-previous-step-button>

Configure the above element with value either true or false. No other values are accepted. By default this feature will be disabled (false).

After enabling the button, button permissions have to be configured for individual roles and step ids.
Below is a sample configuration:
If the requirement is that the employee’s manager is the only person who can see the “Send to Previous Step”/"Send back" button in all route steps, below sample XML is configured in the template.

-------------------------------------------------------------------------------

<enable-previous-step-button>true</enable-previous-step-button>

// disabling button for everyone

<button-permission type="none">

  <role-name>*</role-name>

  <button refid="send-back" />

  <route-step stepid="*" />

</button-permission>

------------------------------------------

// enabling only for manager

<button-permission type="enabled">

  <role-name>EM</role-name>

  <button refid="send-back" />

  <route-step stepid="*" />

</button-permission>

See Also

Document Transfer Options in 360 Multi-rater

2715098 - Unable to Send 360 Review to Participant Using the Send Back Button - 360 Multi-Rater

2068618 - ARCHIVED 360 Multi-Rater Template Settings & Changes to 360 Review Live Forms

Keywords

Send to Previous Step button , Enable form routing to previous step , performance management , 360 multi rater , 360 form , pm form,  enable button, send to previous step , Send back , button , Iterative , step , Collaborative , Exit user , Button permission , enabled , disabled , Reject , none , Signature , Modify , stage  , Enable , Form Routing , Manage Templates , General Settings , Show Advanced Options ,  Form Template Settings , True , False , Role , KBA , csg_q , LOD-SF-PM-FRM , Forms & Templates , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , LOD-SF-MTR-FRM , Forms and Templates , How To

Product

SAP SuccessFactors Performance & Goals all versions