2543325 - Filter Goals by Goal Category in the Performance Form - Performance Management

This article explains how to filter goals by goal category in the Performance Form. There may be a requirement to have an option to choose a category when creating and updating a goal within a Performance form or require goals from one goal category to display in the Performance Form.

SAP SuccessFactors Performance Management

Configuration

The form can only have either one of the below configuration options in the Performance Form Template:

1. The form will have a dropdown menu to choose a category in the Goals section when creating and editing goals within the PM form.

However, the PM form will pull all Goals category of the employee. The category can also be changed via the Goal plan module.

2. The form will pull in only 1 selected Goal Category when the form is launched.

The dropdown menu to choose the category in the Goal section is not possible in the PM form, or will be possible only for the selected Goal catregory.

To auto-populate goals from a named category of a TGM plan on a form:

List the goal categories that should be rendered into that section of the form where each goal category is enclosed within its own set of <obj-category> tags.  Be sure to reference the internal id that was assigned to the goal category in the <category id> tag.

Please Note: 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 / Mutli-Rater Templates.

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

This example will auto populate all Goal Categories in the Goal Section of the PM form:

<obj-sect-type><![CDATA[plan]]></obj-sect-type>

<obj-sect-plan-id>3</obj-sect-plan-id>

This example will only auto-populate goals from the Customer and Financial categories in the same goal section of the form:

<obj-sect-type><![CDATA[plan]]></obj-sect-type>

<obj-sect-plan-id>3</obj-sect-plan-id>

<obj-category><![CDATA[Customer]]></obj-category>

<obj-category><![CDATA[Financial]]></obj-category>

This example will auto-populate only the goals from the Customer category:

<obj-sect-type><![CDATA[plan]]></obj-sect-type>

<obj-sect-plan-id>3</obj-sect-plan-id>

<obj-category><![CDATA[Customer]]></obj-category>

Goals, Objectives, Management, GM, filter, goal, category, Performance, form, review, template, PM, GM, section, display , KBA , LOD-SF-PM-GM , Goals in PM Form , Problem

SAP SuccessFactors Performance & Goals all versions