Symptom
After editing a field within Document Generation Template object, it gets only reflected to the template itself (in Manage Document Template) and not to the "Generate a Document" screen under Take Action.
"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."
In our example, the visibility of the field "templateShortDescription" (Template Description) is set as "Not Visible".
The configuration has been reflected to the template itself hence Template Description is not visible:
However, the field is still visible in UI:
Environment
SAP SuccessFactors Employee Central
Reproducing the Issue
- Navigate to Configure Object Definitions;
- Select "Object Definition" and "Document Generation Template";
- Click on "Take Action" > "Make Correction";
- Change the configuration of a field; in our example, set the field "templateShortDescription" as "Not Visible" > Save;
- Navigate to Manage Document Template > Choose the template > See the field "Template Description" is not visible;
- Navigate to Employee Profile > Click on Take Action > Generate Document > See the field "Template Description" is still visible.
Cause
Expected behavior.
Resolution
As per system current design, it is not possible to change or control the fields in "Generate a Document" screen. The changes made within the object are applicable only to the Template level.
For other requirements, it is suggested to submit an enhancement request following the steps described in KBA 2090228 - How to Submit Ideas for SAP SuccessFactors Products. Ideas already submitted can be found in Customer Influence page.
See Also
Keywords
document generation, template, generate document, generate a document, control the fields, fields, edit, control, change, remove, is it possible to edit or change the fields from "Generate a Document" screen, take action, configure object definition, manage document template, employee central , KBA , LOD-SF-EC-DOC , Document Generation , How To