Symptom
If customer don't want to use the auto sync goals to performance form, but just wanted to add the existing goals from their own goal.
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 Performance Management
- SAP SuccessFactors Goal Management
- SAP SuccessFactors Career Development Planning
Resolution
1. Go to manage templates -> Open the required form template
2. Edit fields and section -> Goal section/Development goal section
3. Enable the option "Show Add Existing Objective Button":
4. Save the template and launch new form:
Notes:
Enabling this option will not reflect in live forms, new form must be launched to see the changes.
To see and use this button, users need to have the create permission for goals in the goal plan template.
The button is not needed if goals are synced to the form automatically.
See Also
Keywords
Goals, performance form, goal section, Add existing goals, enable, autosync, sync goals , KBA , LOD-SF-GM-ADM , Admin Tools, Settings, Permissions , How To