Symptom
Required field validation does not work during a collaborative step (C-step), when handing off control to other users within the same step.
Environment
SAP SuccessFactors Performance Management
Reproducing the Issue
- Define a C-step with two or more users
- create a required field permission only for the C-step, and assign to all the roles in the C-step
- launch a form and move it to the C-step
- Saving the form and closing does not trigger validation
Cause
In C-steps, users don't really pass off a form. The only options are to finalize the form if you're the exit user, or save and close the form if you are not. The exit user will get validation, but by default, saving and closing will not.
Resolution
To have required field validation trigger when using the Save and Close button, please open a Software Change Request with Support and request for the following code change to be added to your required field:
Include <send-action sendid="save_and_close"/> in the required field XML.
Note: if validation is not triggering when clicking the Finalize Form button, then please review KB Article 2471634 - The Manual Performance and Manual Potential Rating are not being validated as required fields in a collaborative step - Performance Management.
See Also
Keywords
SuccessFactors, SF, Performance, PM, form, required, field, collaborative, c-step, route map, save and colse, finalize, exit user, employee, manager, button , KBA , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , LOD-SF-PM-FRM , Forms & Templates , Problem