Symptom
Documents attached by candidates during PDC disappear from the onboarding page but can be found in Manage Documents.
Environment
SAP SuccessFactors Onboarding 2.0
Reproducing the Issue
- The documents are attached by the Onboardee during the Personal Data Review step
- The Onboarding Partner accesses the 'Final Review step', the attached documents do not appear in the onboarding template, although they are visible under 'Manage Documents'.
Cause
Missing configuration required as per help guide
Resolution
You must create the Attachment Field Configuration to view attachments uploaded as part of additional data collection in the Onboarding Dashboard.
Prerequisites
- Configure Additional Data Collection. For more information, see the Configuring Onboarding Data Collection with Customized Data Collection Object Instance topic.
- Create a custom field cust_subjectUser. For information about creating a custom field, see the Procedure section of the Configuring Data Collection Object Entities for Read Audit and Change Audit topic.
- Create an OnSave rule to populate the field along with the new hire user from the additional data collection user configuration. For information about creating this rule, see the Creating a Business Rule to Set up a Data Collection Object Entity for Read Audit and Change Audit topic.
- Configure the rule in the custom object definition as an OnSave rule.
Procedure
- Go to Admin Center Manage Data.
- Select Attachment Field Configuration from the Create New dropdown list.
- Select the custom object definition and the corresponding attachment field from the Object Type and Attachment Field dropdown list respectively.
- From the dropdown list, select the following values for the corresponding fields:
- cust_subjectUser for Entity ID
- Custom New Hire for Attachment Category
- Note
- In this procedure, Custom New Hire is used as an example. You can configure the Attachment Category based on your preference.
- ONBOARDING for Module
- Click Save.
See Also
3418325 - Onboarding documents not visible in ONB dashboard
Keywords
Documents attached, Personal Data Collection, disappears, found in Manage Documents. , KBA , LOD-SF-OBX-DOC , Generation of Documents using PFS , Problem
Product
SAP SuccessFactors Onboarding all versions
SAP Knowledge Base Article - Public