2074260 - How to customize what fields and sections are displayed to all Administrators in LMS Admin

SAP Knowledge Base Article - Public

2074260 - How to customize what fields and sections are displayed to all Administrators in LMS Admin

Symptom

  • SuccessFactors Learning has a variety of records (User, Item, Schedule Offering, Catalog, Curriculum, etc) that can be displayed to an admin
  • The LMS application provides the ability to personalize the view of different type of records
  • Record Configuration information can be found in our User Assistance Documentation - Changing the User Record Configuration

Environment

SAP SuccessFactors Learning Management System (LMS)

Resolution

  • Each record (User, Item, Schedule Offering, Catalog, Curriculum etc) is configurable globally and at the individual admin level
  • This provides the administrator the ability to remove unneeded fields and data from the User Interface (UI) and allows only pertinent records to be prominently displayed
  • An administrator can also make any field required based on their business process requirements:
    1. Select any Record
    2. Click on Personalize Fields button
      1.png

    3. This permission is controlled by the workflow "Personalize fields on records" (System Admin->Security->Role Management->Open Admin's Role->Workflows->Expand "System Administration")
    4. The administrator can then choose any field to display by removing or adding fields as needed
    5. Any field can be set to "Required" by checking the checkbox labeled "Required"
    6. The order can be changed by using the Move Up or Move Down buttons under "Display"
      1. Note: Order applies to the Summary fields, but not Extended Summary
        2.png

    7. To further personalize the "View All" and "More" records, go to System Admin->Configuration->Record Configuration:
      3.png

      • "Basic Configuration" personalizes the "View All" fields (aka Extended Summary fields)
      • "Record" personalizes the main display tab
      • "Related Info" personalizes the "Related Info" tab fields
      • "Related Info (More)" personalizes the "Related More" fields

        4.png

      • You can choose from different record entity types:

        5.png

    8.  The workflow to be allowed to make record configuration change globally is "Access Record Configuration" (system admin > security > role > open admin role > workflow > expand "system administration")

IMPORTANT NOTE:

  • If an admin has ever opened the personal record configuration and used it, then the global changes will not impact them, as it would overwrite their set preferences
  • The only exception is required fields and field removals. Those impact everyone

Keywords

SF SuccessFactors LMS Learning customize record configuration User Item Schedule Offering Curriculum Assignment Profile Catalogue Catalog Coupons Purchase Order Subscription Summary Extended Summary Visible Custom Column; View arrange order move up down , KBA , LOD-SF-LMS-ADM , Admin Tools , LOD-SF-LMS , SuccessFactors Learning , How To

Product

SAP SuccessFactors Learning all versions