2801241 - Report on Development Goals / Objectives displays the wrong label for an ENUM field

• A report on Development Goals / Objectives displays the ENUM field labels of another Development Plan template;
• After copying an Objective / Development Goal template and changing the labels of some ENUM options, the Ad Hoc Report still displays the old labels. 

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 Career Development Planning
• SAP SuccessFactors Goal Management

1. Copy a Development Plan template (using Admin Center > Manage Templates > access one of the Development Plans > Save As);
2. Edit the values of any ENUM fields in the new Development Plan template;
3. Go to Development > access the new plan > add a development goal;
4. Go to Reporting > try to report on data from this new Development Plan > notice that the ENUM values that display in the report don’t reflect the changes applied in Manage Templates. Instead, the report still shows the previous values from the ENUM field from the old plan.

For reporting purposes, the Development module uses an internal table to look up the ENUM Values and translate them into labels. This internal table will contain the labels from the first template that defined those ENUM values. So, if an ENUM Value is defined with different labels in different templates, the reporting framework will use the labels from the first template where an ENUM value was defined.

To resolve the issue, the ENUM values for the new template need to be changed. But this will affect existing Development Goals (since the database stores the ENUM values and not the labels). To resolve the impact to existing data, we suggest the following sequence of actions to resolve this issue.

1. Create an Ad Hoc Report with Development Goals data for this new template. This report should contain the ENUM value instead of the label for the affected field;
2. Update the Development Plan template with the new ENUM values;
3. Use the Goal Import feature and the extracted report to correct the data. 

1. Create a report to backup Development Goals data

The first step involves creating an Ad Hoc Report with Development Goals data for this new template, which we will use to correct the existing data afterwards. This report should contain the ENUM value instead of the label for the affected field:

1. Go to Report Center > New > Report - Table > Single Domain > select “Development Goal” as the domain and click “Select”.
2. Give a name to the report.
3. In the People tab, click “Refine Criteria” and select “Other Filters”.
4. In the Data Sets tab, select the affected template.
5. In “Columns”, select the following columns: “Development Goal ID”, “Goal Owner Username” and the affected ENUM field. In this example, the affected field is “Purpose”:

6. In the Configuration tab, click on “Show Value ID Configuration” and enable this checkbox for the affected field. This will make the system include the ENUM value instead of the label in the report:

7. Run the report and export the result to a CSV. This is the result from the example I’m using:

2. Update the Development Plan template with the new ENUM values

This involves changing the ENUM values in the new Development Goal template XML, so they are different to those from the original plan. As a customer, you do not have access to Provisioning. To complete this task, 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. Alternatively, you can engage Cloud Product Support to request this change. For more information on requesting these changes, please kindly refer to KBA 2252618 - SCR Form: XML Software Change Request for Career Development Plans and Learning Activity Plans.

3. Use the Goal Import feature to correct the data

1. Go to Admin Center > Development > Import Development Goals;
2. Select the affected template and click on “Generate CSV Header”;
3. Next, you’ll need to adapt the values from the Report you ran earlier to the format of the Goal Import:
   1. In the TYPE column, put OBJECTIVE for all rows.
   2. In the ACTION column, use UPDATE for all rows.
   3. In the ID and FILTER_USERNAME column, complete it with the Development Goal IDs and Goal Owner Username information you extracted from the Ad Hoc Report.
   4. For the affected ENUM field, you will need to convert the values that you got from the Ad Hoc Report to the new ENUM values you defined in step 2. For example, the ENUM value from my old plan was “Future role” and the new ENUM value is “Future role 2020”.
   5. You can remove all other “OBJECTIVE_ZZZZZ” fields.
   6. This is the result from the example:

4. After completing the file, go back to Admin Center > Import Development Goals and import this file. 

Note: The field "Development Objective Overall Progress"/"Development Goal Overall Progress" is hardcoded to the system reserved field "percent" and will always display "overdue" unless this field is configured in your template. This is behaviour is different to that mentioned above in this article.

• KBA 2557061 - Unexpected Goal Field Label in Reports
• KBA 2252618 - SCR Form: XML Software Change Request for Career Development Plans and Learning Activity Plans

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SAP SuccessFactors Performance & Goals all versions ; SAP SuccessFactors Succession & Development all versions