Symptom
You've enabled Form View for the template and when applying the filter for Planner's direct reports you noticed that the filter returns 0 users.
Environment
- SuccessFactors Compensation
- SuccessFactors Variable Pay
Reproducing the Issue
- Enable "Executive Review: enable form view (This will disable team view)" under Advanced Settings;
- Launch the forms;
- Then you have an organization change between two or more planners;
- Go to Executive Review > apply filter Form View > search for the planner > choose only direct reports;
- Notice that the previous direct reports of the planner are missing in Executive Review, despite that they are in the planner's form;
- Change the filter to include direct report + all levels down and the users are shown in the worksheet.
Cause
Expected behavior.
Resolution
Previous direct reports of the planner are no longer reporting to him, therefore won't be shown in the worksheet when using only "direct reports" option.
Current direct reports are not in the planner's form, so they are not going to be seen as well.
The difference from Team View is that those users will not be available at all after the change, but if you're using Form View and you select all levels below you'll still be able to see all users.
Keywords
Team, Form, View, Filter, Executive Review, Planner, Hierarchy, Organization, Change, Direct Report, All levels down, All levels below, Planner , KBA , LOD-SF-CMP-EXR , Executive Review , Problem
SAP Knowledge Base Article - Public