3689229 - How to set up rule trace for external users - Onboarding

This KBA covers on how to configure a rule trace for external users.

SAP SuccessFactors Onboarding

In the order to create rule trace for external users, kindly follow the steps below:

1. Create Rule Trace object with existing admin user.
2. Export this Rule Trace from Import Export Data Tool. Select Include Dependencies and select all data records as No.
3. In objects dropdown select your Rule Trace object and click on Export.
4. To get the exported Rule Trace navigate to Scheduled Job Monitor look for MDF Data Export job type. Click on View Details and click on Download Status.
5. It would download a Zip file which has file with name Rule Trace.csv. Open Rule Trace.csv in Notepad++ or any other app but do not open in excel as it causes alignment issue leading to import failure.

Make sure that in csv file replace admin user ID by new hire User ID save the file and update ZIP file.

Import:

1. Go to Import and Export Data, select Import Data select ZIP File tab and upload the updated ZIP file. Click on Import.
2. Go to Scheduled Job Monitor look for MDF Data Import job type. Click on View Details and see that Progress says that Passed : 1 and Failed : 0
3. Now go to Manage Data and load your Rule Trace object and you can see that now the Login User is changed to new hire.
4. Now we have to external user visibility of this Rule Trace object. For this we need to add onSave rule to set External User Visibility to Yes. Before that we should enable the visibility of External User Visibility field on Rule Trace Object Definition to Read Only.
5. Go to Configure Object Definition > Select Object Definition > Select Rule Trace > Take Action > Edit.
6. mdfSystemExternalUserVisibility field > Click on Details > Select Visibility as Read Only. Save the Objects Definition
7. Now create On Save Rule as below and add it to the object definition and save again

For the onSave rule configuration, kindly follow below conditions:

1. if condition: always true
2. set ruletrace.extuservisibility equal to yes

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