SAP Knowledge Base Article - Public

3631844 - "Create Form" button not visible when proxying - SAP SuccessFactors Performance & Goals

Symptom

The "Create Form" button is not visible when a user proxies to another user who does have the "Mass launch forms" Role-Based Permission

Environment

SAP SuccessFactors Performance Management

Reproducing the Issue

  1. User A has the permission to create Performance Forms. They should use the Button in the Performance Inbox "Create Form".
  2. User B is given the permission to Proxy as User A and thus should inherit all their the Role-Based Permissions as well.
  3. The button "create form" is still not visible to User B.

Cause

"Admin Tools" checkmark is not selected in the Proxy Management UI. This is the setting that enables the "Create Form Button" when proxying as an other user. 

Resolution

You need to make sure you checkmark "Admin Tools" in the Proxy Management UI when setting up the Proxy user: "Performance Management" and "Performance Tab" checkmarks are not enough to display the "Create Form" button in the Performance Management Inbox, you need "Admin Tools" as well.

See Also

2076100 - Launching Forms - Create New Form Button via the Performance Inbox - Performance Management

2087311 - Proxy Management and Proxy Now - SuccessFactors HCM Suite

Keywords

create form button, proxy rights, performance inbox, admin tools, SAP SuccessFactors Performance & Goals, role-based permissions, proxy management, performance form, , KBA , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors Performance & Goals 2505