SAP Knowledge Base Article - Public

2775631 - Explanation of Goal Plan Field Permissions - Goal Management

Symptom

This article explains the field permissions available in the Goal Plan XML Template.

  • Additionally, you can vote and comment in the Customer Influence ideas that were addressed on this topic, asking our Product Management Team to offer these configurations in a future release as self-service in the Admin Center, as opposed to XML manipulation. Your votes help us to prioritize ideas that we will consider for upcoming product releases. For Goal Management please refer to the Improvement Request 211002.

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 Goal Management

Resolution

The field permission element defines the access permissions to specific fields of a goal. Field permissions are scanned in XML source order.

The last applicable permission is the one used. For example, it is not uncommon to restrict access to all fields and then selectively allow permissions.

Action Permissions should be considered when granting Field Permissions - Users who can create or cascade goals should also be able to write to all fields or at minimum all required fields in a goal plan.

Field Permissions Explained

  • none - No access to the field by the specified roles is allowed
  • read - The user may read the fields
  • write - The user has both read and write access to the fields 

Example XML Configuration

  <field-permission type="write">
    <description><![CDATA[The Manager may write to all fields]]></description>
    <role-name><![CDATA[EX]]></role-name>
    <field refid="name"/>
    <field refid="metric"/>
    <field refid="start"/>
    <field refid="due"/>
    <field refid="state"/>
    <field refid="done"/>
  </field-permission>

write permission goals.png

  <field-permission type="read">
    <description><![CDATA[The Employee has read access to the fields]]></description>
 <role-name><![CDATA[E]]></role-name>
    <field refid="name"/>
    <field refid="metric"/>
    <field refid="start"/>
    <field refid="due"/>
    <field refid="state"/>
    <field refid="done"/>
  </field-permission>

read permission goals.png

  <field-permission type="none">
    <description><![CDATA[The Matrix Manager has no access to the fields]]></description>
    <role-name><![CDATA[EX]]></role-name>
    <field refid="name"/>
    <field refid="metric"/>
    <field refid="start"/>
    <field refid="due"/>
    <field refid="state"/>
    <field refid="done"/>
  </field-permission>

none permission goals.png

NOTE: to make changes in the Field Permissions on the Goal Plan XML Template, 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.

See Also

Goal Plan Field Permissions

Keywords

goal, objective, plan, template, permission, field, hide, none, read, write, role, EM, E, Manager, HR rep, EH, weight, metric, Edit goal, dialogue, Display options , KBA , LOD-SF-GM-ADM , Admin Tools, Settings, Permissions , How To

Product

SAP SuccessFactors Performance & Goals all versions