3682467 - Mass Route Ungrouped Forms to a Specific Step is not available

Mass Route Ungrouped forms to a specific step is not available when mass routing ungrouped form.

• SAP SuccessFactors Performance Management

1. Go to route form.
2. Select a template.
3. Select multiple ungrouped forms and proceed.
4. The option "Route to a specific step" is not available.

There are some forms in the search result that does not share the same route map.

The feature design requires that ALL forms in the search results share the same template and same route map (including step id config) to be able to mass route to specific step. If there is a single form whose route map has been changed, then the specific step option will not be visible. 

Even if you select some of the forms from the search criteria to proceed with, the specific step option will not be visible. It is possible to move the form to specific step if only one form is selected from search criteria but will not work if more than one form is selected.

Workaround

• Select the form group.
• Or, upload csv file containing document id of forms which share the same template and route map;
• Or, adjust the search filter to make sure that all forms in the search results share the same template and same route map.

• Mass Route Ungrouped Forms to a Specific Step

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