3809466 - Email notifications are not sent on Save and Close in collaboration steps

• Users want email notifications sent to roles configured in the route step whenever a participant clicks Save and Close after editing a Performance Management form in a collaboration step.
• No email is sent when Save and Close is used in a collaboration step.
• No error message is displayed.

• Product: SAP SuccessFactors Performance & Goals
• Emails and Notifications

1. Open a Performance Management form that is in a collaboration step.
2. Make changes and select Save and Close.
3. Observe that no email notification is sent to the roles configured in the route step.

The standard Performance Management email framework does not include an event for Save and Close actions in collaboration steps; notifications are limited to routing/step movement, due/overdue, and other defined workflow events.

1. Acknowledge that sending an email on Save and Close in collaboration steps is not supported by standard configuration.
2. Use supported notifications (for example, routing/step movement, due/overdue alerts) as alternatives to inform participants.
3. If this capability is a business requirement, submit a product enhancement request via the official improvement request channel.

• refer to: Document Routing Notification Explained - Performance Management
• refer to: Configuring Email Notifications for Document Changes

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