3637113 - How to use business rules to set the First, Middle, and Last Name field values to uppercase in the Dependents portlet

• You are attempting to use business rules to set the First, Middle, and Last Name field values to uppercase in the Dependents portlet.
• While rules created to convert fields to uppercase in Personal Information work correctly, they do not function as expected for Dependent Information.
• The format of Dependent Personal Information differs from Personal Information during rule creation.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental. 

• SAP SuccessFactors HCM Suite - Product Version 2505
• SAP SuccessFactors Employee Central

1. Create a rule to convert fields to uppercase in Personal Information.
2. Attempt to apply the same rule to Dependent Information fields.
3. Observe that the rule works for Personal Information but not for Dependents. 

 It is only possible to use business rules to set the First, Middle, and Last Name field values to uppercase in the Dependents portlet under the following conditions:

• Use the rule scenario "Trigger Cross-Entity Rules", AND
  
  
• Keep the base object as "Dependents Model", AND
  
  
• Have the Latest People Profile enabled in your instance.

1. To navigate from the Dependents Model to the Personal Information Model and access the First, Middle, and Last Name fields, it is necessary to use the "Trigger Cross-Entity Rules" scenario, while keeping the base object as "Dependents Model".

Doing so should enable navigation to achieve results like "Dependents Model.Personal Information Model.First Name.Value", as illustrated in the image below:

According to KBA 2437420 - "Which Portlets Support Cross Portlet Business Rules" and SAP Guide Cross-Entity Rules | SAP Help Portal, cross-entity rules for Dependents Information are only supported when the Latest People Profile is enabled. Therefore, this is a prerequisite to achieve the expected result and set the values to uppercase in the Dependents portlet using business rules.

2. Once created, assign this rule to the personRelationshipInfo HRIS element (Dependents) using onView, onSave, or onChange, according to your business needs:

3. Using the Latest People Profile, select a sample employee and add a dependent by writing the name in lowercase:

4. The rule will set the values to uppercase:

For more information about cross-entity rules and other target elements that can be used with the source element Person Relationships, please refer to Guide Cross-Entity Rules | SAP Help Portal.

• Guide Functions A-Z | SAP Help Portal > To Uppercase | SAP Help Portal
• Guide Cross-Entity Rules | SAP Help Portal
• KBA 2437420 - Which Portlets Support Cross Portlet Business Rules
• KBA 2331851 - Employee Central - Business Rules

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