SAP Knowledge Base Article - Public

2483780 - Required Field Validation does not trigger during collaborative steps - Performance Management

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

  1. Define a C-step with two or more users
  2. create a required field permission only for the C-step, and assign to all the roles in the C-step
  3. launch a form and move it to the C-step
  4. 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

  • 2250186 - SCR Form: XML Software Change Requests for PM / 360 Reviews Performance Processes / Templates
  • 2471634 -  The Manual Performance and Manual Potential Rating are not being validated as required fields in a collaborative step - Performance Management

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

Product

SAP SuccessFactors Performance & Goals all versions