SAP Knowledge Base Article - Public

2801287 - Is it Possible to Disable the Send to Next Step Page in the Performance Form? - Performance Management


Is it possible to disable the Send to Next Step page when sending the form to the next step?

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 & Goals

Reproducing the Issue

  1. Open an in-progress form from the Performance Inbox
  2. Click Finalize/Send to Next step button

    Finalize form.png

  3. After clicking the Finalize button, another page opens which requires that the end-user selects to Send to Next Step again:

    Send to Next Step page no box.png


  • The "Send to Next Step" page provides information on the step that the form is being sent forward to i.e. the next recipient of the form.
  • If the Document Routing Notification is enabled and the [[DOC_COMMENT]] is included in the email body, then a Document Comment box will appear in this page.
  • This allows the sender to add a comment which will be included in the Document Routing Notification to the recipient of the form.  See KBA: The Comment Box is Missing From the Send to Next Step Page When Routing a Form.
  • However, after 2022 2H, we offer a new confirmation experience for sending Performance Management forms to the next or previous step. When users send a form, a message popup appears and allows them to confirm the action instead of taking them to the "Send to Next Step" page. You can enable it by selecting "Enable New Confirmation Experience for Sending Forms" in "Form Template Settings". Please refer to the user assistance document linked in "See Also" for more details.

See Also

 User Assistance Document - SAP SuccessFactors What's New Viewer > New Confirmation Experience for Sending Forms


PM, Performance, Form, Review, Route, Send, Next, Step, Exit, Page, DOC_COMMENT, box, routing, email, notification, disable, enable, hide, remove, setting, permission, New Confirmation Experience for Sending Forms , KBA , LOD-SF-PM , Performance Management , Product Enhancement


SAP SuccessFactors Performance & Goals all versions