2464448 - How to enable "Send to Previous Step" button - Performance Management and 360 Multi-Rater

This is a feature in PM/360 Form with which user who's holding a form in his Inbox can choose to send the current form to the holder of previous step in the Route Map.

Once enabled, after a form is routed to steps after the first one, you will see the Send to Previous Step button:

In PMv12A form:

In 360 form:

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental." 

• SAP SuccessFactors Performance Management
• SAP SuccessFactors 360 Multi-Rater

To enable the Send to Previous Step button you have to follow below two steps (both required).

1. Enable 'form routing to previous step' check box in Form Template Settings
   This option can be found in Admin Center > Form Template Settings. (PMv12a and 360 multi rater)

2. Enable Previous Step Button
   For PMv12a forms this option can be found in Admin Center > Manage Templates > General Settings > Show Advanced Options
   For 360 forms the XML template needs to be modified to enable the button. This kind of modification needs to be done by your Implementation Partner. Please find further information below.

PMv12a forms

In Manage Templates you can also configure Button Permission of this button by clicking "x Button Permission(s) defined.

Click to modify" link, select Buttons as "Send to Previous Step" and configure Type (none/enabled) to different roles as per need.

After both 2 steps are done, launch a new form and route it to steps after the first one, you will see the Send to Previous Step button showing in Route Map part and at the bottom part.

NOTE: “Send to Previous Step” button is only applicable in form Modify Stage. For Iterative and Collaborative Steps, the button will only be visible to the user who is defined as an Exit User for that step.

If you would like to route back from Signature Stage to Modify Stage, consider to use the "Reject" button, which is designed for Signature Stage, and without any additional permission control, Reject button will be seen by all Signers by default.

360 forms XML instructions (for Partners only)

In fm-meta element below configuration will be defined.

<enable-previous-step-button>true</enable-previous-step-button>

Configure the above element with value either true or false. No other values are accepted. By default this feature will be disabled (false).

After enabling the button, button permissions have to be configured for individual roles and step ids.

Below is a sample configuration:

If the requirement is that the employee’s manager is the only person who can see the “Send to Previous Step” button in all route steps, below sample XML is configured in the template.

-------------------------------------------------------------------------------

<enable-previous-step-button>true</enable-previous-step-button>

// disabling button for everyone

<button-permission type="none">

  <role-name>*</role-name>

  <button refid="send-back" />

  <route-step stepid="*" />

</button-permission>

------------------------------------------

// enabling only for manager

<button-permission type="enabled">

  <role-name>EM</role-name>

  <button refid="send-back" />

  <route-step stepid="*" />

</button-permission>

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