2588358 - How field permissions work on a Team Goal - The Latest Goal Management

• The Employee has the ability to change the category field of an assigned Team Goal.
• The Customer wants to disable this permission for the Employee and only wants the Manager to be able to change the category field of the Team Goal, without removing the ability of the employee to change the Category on a Personal Goal.
• The Customer wants the field permissions applicable to the Team Goal Owner during team goal creation

SuccessFactors Goal Management

1. Go to Manage Team Goal

2. Create Team Goal

3. All Goal Plan field is visible to the Team Goal creator

When creating a team goal, all the goal plan field is visible to the Team Goal Owner regardless of the goal plan permission

In Goal Plan xml

• Team Goal fields editability

Set cascade-update settings to push-down to remove the ability of the assignee (Employee) to edit Team Goal Fields.

1. Set cascade-update to push-down if you only need the Creator of the Team Goal to edit a goal field.
2. Set cascade-update to regular if you want the assignee to edit the goal field.
3. There is no setting to prevent the creator from editing a goal field.

• Assigned Team Goal field visibility

1. cascade-update="push-down" : If cascade-update is set to "push-down", the field is visible to the team goal assignee even if the field has no permission in the goal plan XML.
2. cascade-update="regular" : If cascade-update is set to "regular" it will follow the regular field permissions in the goal plan XML

• Lock the Category Field so that only certain roles are able to change the Category. This will allow the user to edit Goal Category in the Personal Goals

  <field-definition id="control-category-element" type="text" required="true" detail="false" viewdefault="on" showlabel="false" field-show-coaching-advisor="false" cascade-update="push-down">
     <field-label lang="en_US">control-category-element</field-label>
     <field-description>control-category-element</field-description>
   </field-definition>
*The label will not show in the UI, it is just to be able to assign permissions to the field.

• Set permission as needed for "control-category-element". This applies to Personal Goals.

Currently, the system does not provide a configuration option to restrict field-level edit permissions for the Team Goal Creator. Role-Based Permissions (RBP) and field permissions defined within the Goal Plan XML do not override or limit the Team Goal Creator’s ability to edit goal fields. As a result, all goal fields remain editable by the Team Goal Creator regardless of the permission settings configured in the Goal Plan XML.

KBA 2472453

KBA 2072163

Goal Plan, Team Goal, Edit fields, assign, cascade-update, regular, push-down, permissions , KBA , LOD-SF-GM-TMP , Template Management , Problem