2510851 - How to configure enforce goal weight with error message

This article explains how to enforce goal's item weight and goals' total weight in the goal section validation in PM froms and 360 forms.

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SAP SuccessFactors Performance Management
SAP SuccessFactors 360 Multi-Rater

Below configuration can't be done in instance and needs to change in provisioning. In order to make changes in Provisioning, please contact your Implementation Partner. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options.

1. If you want to restrict goal's item weight,  for example you want users only enter item weight for each goal in the goal section within the range of 5% to 15%:

(1) add the following configuration in goal section's xml (please refer to the lines highlighted in bold): 

...
<fm-sect-config>
  <rating-label><![CDATA[Manager Rating]]></rating-label>
  <rating-label-others><![CDATA[Member Rating]]></rating-label-others>
  <default-rating><![CDATA[unrated]]></default-rating>
  <weight-total><![CDATA[100.0]]></weight-total>
  <hidden-strength-threshold>0.0</hidden-strength-threshold>
  <blind-spot-threshold>0.0</blind-spot-threshold>
  <item-weights>
    <item-weight-floor>5.0</item-weight-floor>
    <item-weight-ceiling>15.0</item-weight-ceiling>
  </item-weights>
  <weight-total-option><![CDATA[enforce]]></weight-total-option>
  <num-decimal-places>2</num-decimal-places>
  <publish-button-label><![CDATA[Publish Content]]></publish-button-label>
  </fm-sect-config>
...

(2)add the below code in <fm-meta> section (please refer to the lines highlighted in bold):

<fm-meta>
  <meta-form-id>-1</meta-form-id>
  <meta-rated>true</meta-rated>
  <meta-rating>0.0</meta-rating>
  <meta-scale>0.0</meta-scale>
  <meta-grp-label><![CDATA[Balance Scorecard]]></meta-grp-label>
  <meta-grp><![CDATA[Customer]]></meta-grp>
  <meta-grp><![CDATA[Financial]]></meta-grp>
  <meta-grp><![CDATA[Learning]]></meta-grp>
  <meta-grp><![CDATA[Operations]]></meta-grp>
  <fm-sect-scale show-value="true">
    <scale-id><![CDATA[Default Scale]]></scale-id>
    <scale-type><![CDATA[null]]></scale-type>
  </fm-sect-scale>
  <meta-item-weight-floor-ceiling-option>warning</meta-item-weight-floor-ceiling-option>
</fm-meta>

Note: "warning" will NOT prevent a user from routing the form to the next step. If you want to force the user to correct the out-of-range item weight before the form can be routed to next step, then please configure "error" instead.

The below screenshot taken from demo is an example of warning message telling user to correct out-of-range item weight. But the user can click 'OK' to igore this warining and continue with their action since the configuration is using "warning", not "error" for <meta-item-weight-floor-ceiling-option>:

2. If you want to restrict goals' total weight in the goal section, for example you want the total weight of user's goals in the goal section should add up to 100%:

(1)add the following configuration in goal section's xml (please refer to the lines highlighted in bold):

Note: Apart from XML, you can also configure it in admin center > manage templates > select the template you want to make change > navigate to goal section > click on "show advanced options" > Total Weight: 100.

...
<fm-sect-config>
  <rating-label><![CDATA[Manager Rating]]></rating-label>
  <rating-label-others><![CDATA[Member Rating]]></rating-label-others>
  <default-rating><![CDATA[unrated]]></default-rating>
  <weight-total><![CDATA[100.0]]></weight-total>
  <hidden-strength-threshold>0.0</hidden-strength-threshold>
  <blind-spot-threshold>0.0</blind-spot-threshold>
  <item-weights>
    <item-weight-floor>5.0</item-weight-floor>
    <item-weight-ceiling>15.0</item-weight-ceiling>
  </item-weights>
  <weight-total-option><![CDATA[enforce]]></weight-total-option>
  <num-decimal-places>2</num-decimal-places>
  <publish-button-label><![CDATA[Publish Content]]></publish-button-label>
  </fm-sect-config>
...

(2)add the below code also in goal section's xml (please refer to the lines highlighted in bold):

...
<fm-sect-config>
  <rating-label><![CDATA[Manager Rating]]></rating-label>
  <rating-label-others><![CDATA[Member Rating]]></rating-label-others>
  <default-rating><![CDATA[unrated]]></default-rating>
  <weight-total><![CDATA[100.0]]></weight-total>
  <hidden-strength-threshold>0.0</hidden-strength-threshold>
  <blind-spot-threshold>0.0</blind-spot-threshold>
  <item-weights>
    <item-weight-floor>5.0</item-weight-floor>
    <item-weight-ceiling>15.0</item-weight-ceiling>
  </item-weights>
  <weight-total-option><![CDATA[warn]]></weight-total-option>
  <num-decimal-places>2</num-decimal-places>
  <publish-button-label><![CDATA[Publish Content]]></publish-button-label>
  </fm-sect-config>
...

Note: "warn" will NOT prevent a user from routing the form to the next step. If you want to force the user to correct their goal total weight before the form can be routed to next step, then please configure "enforce" instead.
The below screenshot taken from demo is an example of error message preventing the form from routing forward until the weight of goals in the goal section adds up to 100%:

Notes:

- this solution also applies to competency section.

- if there are no goals in the goal section of the Performance Management Form, the validation will not run at all. The validation only runs if there is at least one goal in the section. If you'd like to make sure no form can be routed to the next step without at least one goal added, make sure to Enforce Minimum and Maximum Number of Goals/Objectives in a Performance Management instead.

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If Employee and Employee's Manager do not have write permission for weight field in field-permission then it will skip the validation of weight.  The section must also include the ability to enter a weight.

Please make sure there is write permission configured for the item weight and section weight.  Also ensure that the option to enter a weight is selected --> "Include the ability to enter in a weight" - Enabled

For Partner:

Example Configuration as below:

<field-permission type=”write”>
<role-name>E</role-name>
<role-name>EM</role-name>
<field refid=”item-weight”></field>
<field refid=”sect-weight”></field>
<route-step stepid=”1”/>
<route-step stepid=”2”/>
<route-step stepid=”3”/>
<route-step stepid=”4”/>
</field-permission>

Note: If there is NO "write" permission configured then by default system will not validate the total weight of the Goal.

no-weight="false"

Note: If the attribute no-weight="true" is configured then by default system will not validate the total weight of the Goal.

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Goal weight enforcement will not work when "Lock item weights" option is enabled in the goal section.

-->

Disable Lock item weights option in the goal section of the template.

Go to Admin Center > Manage Templates > select your PM template.
Click Edit Fields and Sections.
Select the goal section and click on Show advanced options...
Uncheck Lock item weights.
Click Save.

User Assistance Document - Configuring Form Templates Using XML > Goal Section (obj-sect) > Setting Ceiling and Floor Weights

User Assistance Document - Configuring Form Templates Using XML > Additional Form Section Configuration (fm-sect-config)

KBA 2149873 - Goal Weight Enforcement in PM Forms Not Working - Performance Management

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