Symptom
- How to fetch Inactive PM Form Template in the Table report / Canvas report / Story report?
- Under Data Set options, in Table Report of Performance Management Domain, all Templates are not available.
- Inactive PM Form Templates are not appearing in the Data Set option in Table Report.
- Inactive PM Form Templates are not appearing in the available data in Story Report query.
- Form Templates were de-activated in Manage Templates. Will data from these from still be reportable?
Environment
SAP Successfactors HXM Suite
Reproducing the Issue
- Create a table Report of Performance Management Schema
- Data Set > Inactive Data Set is not available
Or
- Create a story Report
- Available Data in Query Designer> Inactive template is not available
Cause
As per product design Performance Management Subdomain Schema will fetch only Active PM Form Templates.
Resolution
- Navigate Admin Center > Performance Management > Manage Templates > Performance Review
- List of PM Form Templates will be appearing
- Then check the “Show Active Templates Only” checkbox
- PM Forms which are available here in Active list will be appearing in Reports.
Possible Workaround: To fetch any Inactive PM Form Template in Reports, you need to make the PM Form Template Active.
NOTE - Please get in touch with Performance Management Team (LOD-SF-PM) in-order to understand if there is any disadvantages to make the PM Form Active again.
Keywords
Inactive, PM Form Template, Data Set, Performance Management, Adhoc, De-activated templates, deactivated template, inactive multi rater forms, inactive ad hoc datasets, table, canvas, story , KBA , LOD-SF-ANA-ADH , Adhoc Reports & Report Builder , LOD-SF-ANA-ORD , Online Report Designer , How To