3804526 - Business rule does not change required field to optional on Performance Management form opening - SAP SuccessFactors Performance & Goals

• In the Performance Management form, a business rule does not change a custom field from required to optional when its conditions are met.
• On opening a performance form from Inbox and navigating to the relevant section, specific custom fields remain required instead of becoming optional per the configured rule.
• Per the configured dynamic form content rule, the fields are expected to become optional when certain fields are not equal to a specific value, but they do not.
• No error message is displayed.

• Product: SAP SuccessFactors Performance & Goals

1. Proxy as user.
2. From Performance > Inbox, open the relevant performance form.
3. Navigate to the section containing the impacted custom fields.
4. Observe the fields are marked as required even though the business rule expects them to be optional when defined conditions are not met.

1. Verify the impacted fields are not configured as Required in the form template. Dynamic form content rules cannot make a field optional if the field is hard-coded as Required at template level.
2. Review the Configure Dynamic Form Content rule:
3. 1. If the rule uses the Field Change event, also assign it to Form Saving and Form Opening so the rule evaluates on edit, save, and open.
4. 2. If the rule uses only Form Saving, also assign it to Form Opening to ensure the required/optional state re-evaluates and persists when the form is opened.
5. Save the configuration, then reopen or route the form forward and back to force re-evaluation of the rule.
6. Re-test by opening the form from Inbox and confirming the fields become optional when the rule conditions are not met.

• KBA 3752668 - Configure Dynamic Form Content Business Rule: Opening Performance Form Does Not Save Changes
• Refer to: Creating business rules to change field visibility, editability, and required status on forms

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