2477381 - How to Hide Goal Details Tab or Other Details Tab - Performance Management

The Goal Details and Other Details tab can be hidden across all sections for the entire form. You can also hide either or both the tabs at a section level by adding the desired permissions to each section. The tab permission element also applies to the following tabs: Other Ratings, Last Review Rating, Learning Activities.

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SAP SuccessFactors Performance & Goals

To control the visibility of these tabs in all the sections of the Performance Form:

• Insert the code below in the fm-meta of the XML.
• Set the tab permission type to "none" - user cannot see the tabs
• Set the tab permission type to "enabled" - user can see the tabs

NOTES:

Changes made to the tab permissions are not dynamic.  This means that the changes will not apply to live forms i.e. forms already launched.

As a customer, you do not have access to Provisioning. To complete tasks in Provisioning, contact your Implementation Partner. For our list of supported configuration changes, please refer to this article 2250186 - SCR Form: XML Software Change Requests for PM / 360 Reviews Performance Processes / Templates.

Partners Only - You can refer to the PM v12A Implementation Guide. For Configuration or Implementation assistance, please direct your questions to Partner Delivery Community.

 

To disable the tab: (The tabs will be hidden including all the information under them.)

<tab-permission type="none">

<role-name>*</role-name>

<tab refid="goal-details"/>

<tab refid="other-details"/>

<route-step stepid="*"/>

</tab-permission>

 

To enable the tab:

<tab-permission type="enabled">

<role-name>*</role-name>

<tab refid="goal-details"/>

<tab refid="other-details"/>

<route-step stepid="*"/>

</tab-permission>

 

 

To hide the tab in a specific section in the form

If you wish to hide the tabs at the section level, add the desired permissions to each section in the form instead of the form meta.

NOTE: The form meta sets global permissions for ALL sections, so if you just need to remove goal details or other details tab in one section, add the code at section level under the </fm-sect-config>

For example, if you want to hide the Other Details tab in the Objective section only, you can add the following code below in objective-sect to restrict visibility:

<tab-permission type="none">

<role-name>*</role-name>

<tab refid="other-details"/>

<route-step stepid="*"/>

</tab-permission>

The allowed tab refids are: learning-activities | others-rating | last-review-rating | goal-details | other-details | achievements

 

Additional Notes

This tab permission is not applicable to 360 Multi-Rater form.

Learning Activities: Only applicable to development goal sections;
Other Ratings: Applicable to performance goal, development goal, and competency sections;
Last Review Rating: Only applicable to competency sections;
Goal Details: Applicable to performance goal and development goal sections;
Other Details: Applicable to performance goal and development goal sections;
Achievements: Applicable to performance goal sections with Continuous Performance Management integration.

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SAP SuccessFactors Performance & Goals all versions