SAP Knowledge Base Article - Public

2671835 - Workflow Tags vs Placeholder - Workflow Notification Templates and Document Generation

Symptom

  • When should I use a Workflow Tag vs a Placeholder?
  • Whats the Difference between a Placeholder and a Tag?
  • 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 HCM Cloud
  • Employee Central

Resolution

  •  Best Practices share that if there is a hardcoded Tag available to use in the system, you should use the Tag instead of creating a custom Placeholder
    • For setting up the Template, you can follow these guidelines

      KBAExampleDocGen.jpg
    • For setting up the mapping, you can see from the example above how I set up the mapping for each placeholder and tag

      mapping.Exa.jpg
    • For a list of supported Tags you can reference the Guide found HERE
    • Also, you can reference KBA 2287616 - List of supported tags for EC Workflows and EC Alerts

Limitations and Important Notes:

  • Data that needs to be approved cannot be mapped into an email
  • Since there is not a subject user for foundation object workflows, only the workflow and generic tags are supported
  • For foundation objects, the system cannot derive the localized name
  • For New Hires:
    • Since there is no saved master data for this employee, Only Workflow tags and Generic tags are supported for use in a New Hire Workflow
  • For Rehires:
    • Since there is saved master data (because this user is a rehire) - Placeholders, Tags, and Generic Tags are Possible and supported for use within workflows
  •  For Object-Based MDF workflows:
    • Since there is no Subject User (for example a position workflow), Only Workflow Tags and Generic Tags are supported for these types of workflows
    • If there are any rules mapping the tags, the system is unable to derive a value for the email notification.
      • If there is a rule that uses Mapping to populate a value for the Tag for an HRIS element (such as Job Info), these tags mapped by rules will get reflected in the email notification.

See Also

 https://launchpad.support.sap.com/#/notes/2504843

Keywords

SFEC, SFSF, SF EC, EmpCentrl, success factors, placeholder, Workflow, Email Template, Custom Emails, DocGen, Doc Gen, WFL Tags , KBA , LOD-SF-EC-WFL , Workflows - Configuration, Tools, Objects & Rules , LOD-SF-EC-DOC , Document Generation , Problem

Product

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HXM Core all versions