2510851 - How to configure enforce goal weight with error message

Symptom

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.

"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

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>:

item weight.png

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%:

Note: this solution also applies to competency section.

Keywords

Goal Weight, Enforce Goal Weight, Goal Weight error, goal weight warning message, validation, competency weight, Enforce Competency Weight, Competency Weight error, Competency weight warning message, Goal item weight, Goal total weight, competency item weight, competency total weight , KBA , LOD-SF-PM-GM , Goals in PM Form , How To

Product

SAP SuccessFactors Performance & Goals all versions

Attachments

goal item weight total error msg.png
goal item weight warning msg.png