SAP Knowledge Base Article - Public

2592500 - ‘Forward Form to’ – Route Map Step Name Displays Instead of the Form Recipient's Name on Send to Next Step Page - Performance Management

Symptom

The Route Map Step Name appears instead of the Form Recipient’s Name or vice versa when sending the Form to the next step.

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 Recruiting Management

Reproducing the Issue

  1. Configure the PM form Route Map with a Collaboration step.
    2.png

  2. Configure the PM form Route Map with a Single Role step.
    2.png

  3. Configure the PM form Route Map with an Iterative step. (1 role for entry user, 1 role for exit user)

    4.png

  4. Configure the PM form Route Map with an Iterative step. (2 roles for entry user, 1 role for exit user)

    5.png

  5. Launch the form for the employee and send it to the 2nd step. (Manager Assessment – Collaboration)

    6.png

  6. Forward Form to ‘Route Map Step Name’ will appear as the form will be sent at the same time to more than 1 recipient.
  7. Send form to the 3rd Route Map Step. (Single Role – specific user)

    7.png

  8. Forward Form to ‘Recipient’s name’ will appear as it will be sent to one person at this time.
  9. Send form to the 4th Route Map Step. (Iterative Step)

    8.png

  10. Forward Form to ‘Recipient’s name’ will appear as it will be sent to one person at this time.
  11. Send form to the next step.

    9.png

  12. Managers name appears as form will be sent to manager for Iterative steps exit.
  13. Send from to the 5th step.

    10.png

  14. An option will appear to select the entry user in the Iterative step to whom the form will be sent.

Cause

When the form is sent to the Collaboration step, the Route Map Step name will appear instead of the Recipient’s name, as more than one user receives the form at the same time.

Resolution

It is the expected behaviour that the Route Map Step Name will appear instead of the Recipient’s name after ‘Forward Form to’ when the form in the next step is received by more than 1 user simultaneously.

Keywords

Performance Management, Form Document Routing, Route Map, Forward Form to, Send Form to Next Step, send to next step, pm, review, form, routing, display, recipient, username, step name, collaborative, iterative, single , KBA , LOD-SF-PM , Performance Management , LOD-SF-PM-MAP , Routing, Route Maps & Workflows , LOD-SF-MTR , 360 Multi Rater , Problem

Product

SAP SuccessFactors Performance & Goals all versions ; SAP SuccessFactors Recruiting all versions