2072180 - Manage Templates - Text Replacement Options for Goal Plans - Goal Management

SAP Knowledge Base Article - Public

2072180 - Manage Templates - Text Replacement Options for Goal Plans - Goal Management

Symptom

  • What are the options available for replacing the default system text in our goal plans?

Environment

  • Goal Management

Resolution

  • There are 4 areas that control text and labels in the goal module. Some of these can be changed by an admin with permissions, others can only be changed via a support change request. Most are free changes, but extensive customization may require a paid engagement.

The areas are

  1. Admin Tools > Goal Management > Manage Templates
  2. Admin Tools > Company Settings > Text Replacement
  3. Goal Plan Template xml
  4. 3 Tier Language Packs (non standard costs may apply)

 

Admin Tools Manage Templates

  • From here you can change labels for Template Name. Go to Admin Tools > Goal Management > Manage Templates > Select template > General Settings > Name
  • Category Names. You can edit your category names from Admin Tools > Goal Management > Manage Templates > Edit Categories. From here you can also change the category names for each language in your instance. Click on Change Language, then customize the label and save. Repeat for each language to update.
  • Field Names: You can edit your field names from Admin Tools > Goal Management > Manage Templates > Edit Fields. From here you can also change the field names for each language in your instance. Click on Change Language, then customize the label and save. Repeat for each language to update.

 

Text Replacement Options Available to the Client

  • The following table provides detail about GM's text replacements that can be found from admin tools > company settings > text replacement. You may want to keep the text that starts with $ or appears in { } as this represents variables that will dynamically substitute the terminology setup in Provisioning (e.g. "goals" vs "objectives") or Administration's text replacement.
  • The left column of the table reflects the default system text you will see in your goal plans. You can replace it via text replacement with any text that makes sense for your organization. We have provided some common alternatives in the right column.
  • Note: Your browser may cache the old settings and you may need to refresh your browser to see the new text.

 

Text Replacment Option

Common Replacements / Comments

Aligned Up

Cascade Parent

Aligned Down

Cascade Child

Make Selected Public

Share

Make Selected Private

Unshare

View Options

Display Options

$(AlignedDown) viewable in {0}

applicable only when the template option is set as pager-max-children-per-parent=0

The $(AlignedDown) $(objectives) are either private or not viewable with your permissions.

The screenshot below illustrates how the message will be displayed.

applicable only when paging has been enabled and the template option is set as pager-max-children-per-parent > 0 so that a checkbox appears underneath a goal that has goals aligned down. If you select the checkbox to see the goals aligned down the aligned down goals are fetched and evaluated at this time to determine if you have the ability to see the aligned down goals based on the permissions set in the template and the share status of the goal. If you do not have permission to see the aligned down goal, a message will be displayed as illustrated to the left.

{0} More $(AlignedDown) Not Displayed (View them in {1})

applicable only when the template option is set as pager-max-children-per-parent > 0

You are about to make the selected $(objectives) visible to everyone who has access to the system. Do you want to continue?

applicable only when the template option is set as share-confirm =  true

You are about to restrict access to the selected $(objectives). Do you want to continue?

applicable only when the template option is set as unshare-confirm = true

INSTRUCTIONS

Changes the label for both the View Options checkbox and the banner displayed if checkbox is checked

To <b>add</b> a new $(objective), move your cursor over the $(objective) section until you see the <b>Insert $(Objective)</b> button, then click <b>Insert $(Objective)</b>.

  • • supports a maximum of 256 characters
  • • a "bullet" will always preface the text

To <b>edit</b> an existing $(objective), move your cursor over the $(objective) text until you see the <b>Edit $(Objective)</b> button, then click <b>Edit $(Objective)</b>.

  • • supports a maximum of 256 characters
  • • a "bullet" will always preface the text

$(ProvObjectives)
$(ProvObjective)
$(Provobjectives)
$(Provobjective)

These attributes will change the words goal, goals, Goal, Goals system wide. (objective, objectives, Objective, Objectives)
Personal This applies to the Add Personal Goal button
Group This applies to the add Group Goal button
Library This applies to the Add Library Goal button
Cascade, cascade, Cascaded & cascaded These will replace these words throughout the goal module.
Link, link, linking, Unlink, unlink, Unlinked These will replace these words throughout the goal module.
Cascade, cascade These will replace these words throughout the goal module.
Development Plan  
(this is the one listed just under "Project teams" in the list)
?? not sure what this one changes
development $(objective) , Development $(Objective), development $(objectives), Development $(Objectives) These will replace these words throughout the goal module.
Use this worksheet to add or update the {0}. To quickly add a new {1}, click the Add {1} button, or browse the $(Hierarchy) section to find an existing {1} to add to your plan.  
Aligned, Unaligned These will replace these words throughout the goal module.
My $(Objective) Plan  
My $(Objective) Library  
Learning Activity, Learning Activities, learning activity, learning activities These will replace these words throughout the goal module.
Development Plan 
(this is the one listed under "email alias")
?? not sure what this one changes
Development
(this is the one listed just under "apporoval")
This Changes the main Development menu label/Tab
Development Plan This Changes the development sub menu label/tab
learning activity, learning activities, Learning Activities, Learning Activity These will replace these words throughout the goal module.

  Goal Plan Template Change Requests

  • If you need to change text on your goal plan not supported via Manage Template or Text Replacement, it will likely require a configuration change to your goal plan template. Please open a case to verify with Support.

 

Customize Add Personal Goal & Library Goal Button

  • To change the description underneath the button, the following code in the goal plan template needs to be changed via the xml.

<text-replacement for="personal-goal-btn-desc">
<text lang="en_US"><![CDATA[CUSTOM TEXT HERE]]></text>
</text-replacement>
<text-replacement for="lib-goal-btn-desc">
<text lang="en_US"><![CDATA[CUSTOM TEXT HERE]]></text>
</text-replacement>

 

3 Tier Language Packs

In addition to the above free options we also have system level configuration options available via our 3 tier framework. Depending on the complexity and scope it may require a paid engagement. 3 Tier Language enables us to set customized labels for every system attribute. System changes are typically handled via a paid Professional Services engagement. For more information, please refer to KBA 2088077 - Languages & Localization: Changing labels in locales via Admin Tools or 3 Tier Language Packs - Platform

See Also

2088077 - Languages & Localization: Changing labels in locales via Admin Tools or 3 Tier Language Packs - Platform

Keywords

KBA , LOD-SF-PM-GM , Goals in PM Form , How To

Product

SAP SuccessFactors HCM Core all versions