SAP Knowledge Base Article - Public

2942007 - 'Form History' button in Form page - Performance Management

Symptom

By opening one form, there will be a 'History' button in the upper right hand side of this page. This article explains what forms are displayed.

form history button.png

Environment

SAP SuccessFactors Performance Management

Resolution

After users open a form, by choosing History > Performance form history or History > 360 form history in the top right of the form, they can access the form records of the form subject. In a separate window called SuccessFactors Business Execution Suite Reviews, they can specify the form start and due date to search for forms.

The Document List section shows completed forms by default. Users can select Include In-Progress Documents to search for in-progress forms. By choosing the form title, they can view a copy of the form in the section below.

*Please note that the user should have the form copy of the subject in his/her form folder. Otherwise, they can not see the subject's form record in the pop-up window.

You can also send copy of forms to users so they can view the form record in the form history pop up window. Please refer to below KBA on how-to:

2078001 - Enable or Disable Send Copy of a Form - Performance Management

Or you can also remove user's visibility of a form so they can not see the form record in the history pop-up window. Please refer to below KBA on how-to:

2086708 - Manage Document Visibility - Hiding Documents in Enroute & from Completed Folders in Performance Management

Form History.jpg

If you would like to disable this feature, you can review below KBA to disable this button.

2296653 - How to disable the History button of Performance Form

See Also

KBA reference

Keywords

Performance Form History; History, 360 form history, 360 form, 360 reviews, form record, record, copy, form copy, form visibility , KBA , LOD-SF-PM-FRM , Forms & Templates , Problem

Product

SAP SuccessFactors Performance & Goals all versions

Attachments

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Performance Form History.JPG