SAP Knowledge Base Article - Public

2581776 - Form Status setup: how to add or modify existing processes.

Symptom

  • Form status selection does not show an active form template
  • Not all forms are showing in the search result

Environment

  • SAP SuccessFactors Performance & Goals
  • Performance Management

Resolution

  • The form status drop down does not show all active form template directly.  Instead, the drop shows the "processes" that's configured.  Process is a group of dataset that can include Firn Templates, Goal Plan,  or Succession data.  Form status is searching againist this dataset or process.

If you do not have the correct "process" in the dropdown, create a new process with the following steps:

1.  Go to Admin Center

2.  Go to Reporitng and Analytics > Processes and Forms

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3.  Click on Create button

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4. Enter a new Process name

5.  Select the Form template(s) you would like to include in the dataset.

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6.  Select the rating scale used in the form template

7.  Click on the Save button.

  • The process is now created.    The process name should now appear in the Form Status dropdown.

Keywords

  • Form status
  • PM
, KBA , LOD-SF-PM , Performance Management , How To

Product

SAP SuccessFactors Performance & Goals all versions