SAP Knowledge Base Article - Public

2840719 - Filter Options in the Assign Group Goal/Team Goal Wizard - Goal Management

Symptom

Is it possible to configure additional standard element or custom fields as filter options in the Assign Group Goal or Assign Team Goal wizard?

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

Reproducing the Issue

1. On the Goal Plan, select a Group Goal and click on the Assign action button

assign button.png

2. Click on "Find Other Recipients"

find other recipients.png

 In the Find Other Recipients modal window, there are standard filter options and custom filter options:

standard custom filters.png

Resolution

  • The only standard-element filter options available in the Find Other Recipients window for Group/Team Goals are Division, Department, and Location
  • Custom filter options configured in the Data Model are also available as filter options.  To learn how to configure custom filters, please see the following KBA: 2632183 - Adding fields to the custom filters
  • It is not possible to add other standard-elements from the Data Model as filter options in the Find Other Recipients window.

Keywords

tgm, goal management, group goals, team goals, objectives, wizard, filter, assign, cascade, find user, find other recipients, custom, division, department, manager, customizable, custom filter, options, settings, cascade, mass, data model, standard, elements , KBA , LOD-SF-GM-GG , Group Goals & Team Goals , LOD-SF-GM , Goal Management , How To

Product

SAP SuccessFactors Performance & Goals all versions