2682596 - Change Order/Display of Goal Plan Fields in Performance Form

How to change the goal plan fields that are displayed for a goal in a Performance Form, and the order in which these fields are displayed.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

• SAP SuccessFactors Performance Management
• SAP SuccessFactors Goal Management

• Changing the layout of the goal plan fields in performance forms can be done by editing the goal plan XML.
• In the goal plan XML, there is an area called <form-layout>, used to control how the goal fields will appear in the Performance Management v12 Acceleration form, if goals are pulled into it from the Goal Plan.
• The goal plan field layout can be controlled in Performance Management v12 Acceleration for the 'Goal Details' tab.
• The order that you enter the fields in the <form-layout> area of the Goal Plan XML is how they will appear in the Goal Details tab.
• The following XML shows an example of a layout for displaying the goals information in the 'Goal Details' tab in the Performance Management v12 Acceleration form:

<form-layout>

<![CDATA[

<div align="left">

<b>${field.category}</b>
</div>#set ($group = "name-state")

<table width="100%" cellspacing="0" cellpadding="0">
  <tr>
    <td valign="top" width="30%">#if ($display.desc) <b>${label.desc}:</b><br>
    ${field.desc} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="30%">#if ($display.metric) <b>${label.metric}:</b><br>
    ${field.metric} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="10%">#if ($display.start) <b>${label.start}:</b><br>
    ${field.start} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="10%">#if ($display.due) <b>${label.due}:</b><br>
    ${field.due} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="10%">#if ($display.done) <b>${label.done}:</b><br>
    ${field.done} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="10%">#if ($display.state) <b>${label.state}:</b><br>
    ${field.state} #end</td>
  </tr>
</table>]]></form-layout>

• The following image displays how the Goal Details tab will appear with the example XML:

• This layout can be changed by adding/removing fields from the XML, or by changing the order in which the fields are written in the XML.
• For example, to add a field to the Goal Details tab, simply add the following XML to the <form-layout> section, with the Field ID of the required field:

<td valign="top" width="10%">#if ($display.Insert Field ID) <b>${label.Insert Field ID}:</b><br>
    ${field.Insert Field ID} #end</td>

Note:

• Editing the <form-layout> section can only be used to edit the Goal Details tab.
• It cannot be used to edit the display of the goal itself (e.g. Name, Metric, Rating, etc.), as shown below.
• If maintained in the template, the Category, Name, and Metric fields will appear by default:

• For information on the configuration of the Other Details tab, please see KBA 2249223.

Note: in order to make changes in the XML, please contact your Implementation Partner. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options. On this specific scenario, you can also contact SAP Cloud Support via case requesting to change the order that the fields are displayed. For more information on Software Change Requests, please kindly refer to the KB Article 2250186 - SCR Form: XML Software Change Requests for PM / 360 Reviews Performance Processes / Templates.

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