3751980 - Configure Dynamic Form Content Business Rule: Item Rating Not Controlling Section Visibility

After configuring a Configure Dynamic Form Content business rule to control section visibility based on an item rating, form sections are not hidden/visible.

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SAP SuccessFactors Performance Management

1. Log into SuccessFactors
2. Create a Configure Dynamic Form Content business rule to control visibility of a form section based on an item rating
3. In the form, adjust the rating
4. The form sections are not hidden/visible

OR

1. Log into SuccessFactors
2. Create a Configure Dynamic Form Content business rule to control visibility of a form section based on item ratings
3. In the form, adjust the ratings to meet the hidden/visible criteria
4. The form section(s) adjust correctly
5. Adjust the ratings so the hidden/visible criteria is not met
6. The form section(s) do not adjust as expected

• The form is not in the Modify stage
• Multiple items are in the same form section
• The Else If section is missing the If statement in the business rule
• An Else section is missing in the business rule

The form is not in the 'Modify' stage

By system design, field changes and section visibility rules will only trigger when the form is in the Modify stage. If you'd like the rules to trigger, you can move the form to a Modify step. To determine which steps are in the Modify stage, please review Implementing and Managing Performance Management - Route Maps.

Multiple items are in the same form section

This is expected behavior based on the rule framework. When a section contains multiple items, the system cannot distinguish one item or their ratings from another:

As a result, the rule will process for each item within the section and the result will not be consistent. Depending on the intention of the rule, some supported options are:

• Ensure the rule applies to the whole form section or multiple sections. For example, using Implementing Business Rules in SAP SuccessFactors - Get Count of Ratings, or Implementing Business Rules in SAP SuccessFactors - Mathematical Functions.
• Ensure the rule identifies a specific item e.g., the item name, so the rule has a specific reference.
• For additional options, you can work with your Certified Partner. If you do not have a Certified Partner, you can look for one using 2149831 - SAP Professional Services / SAP Certified Partner / SAP Account Management Team [SuccessFactors Cloud].

The 'Else If' section is missing the 'If' statement in the business rule

A business rule may contain both an If Then section and an Else If section. An Else If section requires both an If statement and a Then statement and will not work when the If statement is not defined. For more information on configuring the Else If section, please review Implementing Business Rules in SAP SuccessFactors - Creating Conditions. 

An 'Else' section is missing in the business rule

When using item ratings to control visibility of another section, the rule will only work in one direction. For example, we can review the following scenario:

If an employee rates themselves at the highest level on over 80% of the current competencies, the form shows a new section with next-level competencies for further self-evaluation.

When testing this rule, a new section will display once the 80% threshhold has been met. However, if you then adjust the ratings to fall below the threshhold, the "new" section will not be hidden. This is because the rule only says to create a new section, not to hide the same section if the percentage is below the threshhold. To ensure the rule will trigger in both directions, you can create an Else section in the business rule and indicate the section should be made visible.

If you need further assistance in configuring the Else section, you can work with your Certified Partner. If you do not have a Certified Partner, you can look for one using 2149831 - SAP Professional Services / SAP Certified Partner / SAP Account Management Team [SuccessFactors Cloud].

• Implementing and Managing Performance Management - Creating a Business Rule to Configure Dynamic Form Content
• Implementing and Managing Performance Management - Route Maps
• Implementing Business Rules in SAP SuccessFactors - Get Count of Ratings
• Implementing Business Rules in SAP SuccessFactors - Mathematical Functions
• Implementing Business Rules in SAP SuccessFactors - Creating Conditions

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