2072251 - Table Fields, Sub-Goals, Notes, Milestones & Targets

Symptom

Can I add a table to my goal plan fields?
What are the formats available for table fields?
Can I add/remove columns?
Can I permission who can control tables?

Environment

SAP SuccessFactors Goal Management

Resolution

Table fields

Special fields of type "table" are supported in goal plans
The table fields supported are: Tasks, Milestones, Targets, & Achievement Lookup

All About Table Fields

A table field is a collection of fields that can be repeated for each goal, i.e. each goal may have several Tasks or Milestones associated with it
Tables can be renamed, i.e. relabel the "tasks" table to be "Subgoals", "Activities", "Notes", etc.
Columns available for tasks are targets, milestones & members
Fields must be of the type listed below
You may use any subset of the fields for each table
Custom fields cannot be added to a table
The order in which fields are listed determines the order in which they'll display in the UI
Columns can be arranged in any order
You can remove columns from the table structure if you do not want all the task attributes listed
The column types must match those in the table above
Text columns have a character limit of 2048 characters
The date and percentage columns cannot be transformed to text fields
Values in the label or description tags may be changed; however, DO NOT change the ids referenced as they are recognized by the application

table-row-label

Displayed in the UI. The word "Add" is always prepended to the label specified, i.e. "Task" would display as "Add Task"

table-column id

This defines the internal name for the field where the data is stored in the database
The list of standard id fields is shown above
Custom fields cannot be added to a table
Each table-column id has a column-label, column-description, type attribute defining its type, optional required & a default-value attributes, similar to a field-definition
These additional attributes are also supported for the table-column id element:

Option	Description
width	The width attribute specifies the width of the column in characters. It should be specified for columns of type "text" and "textarea" to provide enough space anticipated user input. For all other column types, width is ignored
validate-start-before-due	For all table columns which have id of start and a type of date, support another attribute, validate-start-before-due. If this attribute is set to false, it turns off validation enforcement of the start date being before the due date. An example is shown below

column-label

This is the label identifying columns appearing in a table
It can be configured to use whatever term the customer wants

column-description

This is used to put an internal comment and is not displayed in the application

default-value

The default-value defines the default or initial value of a field or column
For fields or columns of type="text", the value is copied directly to the contents of a field in a new goal, accounting for the locale as specified by the optional "lang" attribute
For fields or columns of type="date", "percent", or "number", the value is specified in a non-localized format, and the lang attribute is not allowed
For "date" attributes, the format is MM/DD/YYYY
For "percent" the value is an unformatted number (no "%" sign)
In all cases, if the value is not required, an empty default-value tag specifies the initial value of the field is empty.

field-format

The field-format defines the format of a field or column and is only implemented for the number type as follows:

#.00 number with 2 decimals

Integer

'#'# prefix, formats 123 to "#123"
#% convert to integer and append % to the end

Goal Plan Table Field Permissions

A couple of new permission tags have been added to enhance the ability to control who can create, modify, or delete rows of a table within a goal plan
Here is sample XML that can be added to a permissions section of a goal plan:

Goal Achievement Table

It is possible to let employees automatically populate the Goal Achievement table with the correct target increments
To do so, contact SuccessFactors Customer Success to have your Goal Plan template updated
Once the tables are set, new Goal Plans will see an Autopopulate Achievement Lookup button

Note: The SuccessFactors application supports custom calculations for sub-goals (tasks and milestones) such as:

Calculated sub-goal rating
Calculate sub-goal score (rating x weight)
Roll up sub-goal scores to the goal level rating

Keywords

SF, success factors, PMGM, GM, add, remove table, achievement, field permission, TGM-2150, subgoal, mile stone , KBA , LOD-SF-GM-TMP , Template Management , How To

Product

SAP SuccessFactors Performance & Goals all versions

2072251 - Table Fields, Sub-Goals, Notes, Milestones & Targets - Goal Management