SAP Knowledge Base Article - Public

2077153 - Manage Templates - Disallow users from changing the Start Date Due Date or End Date - Performance Management

Symptom

  • How to disallow users from changing the form date options when they are launching the form?
  • Disallow users from changing the Start Date
  • Disallow users from changing the End Date
  • Disallow users from changing the Due Date

Environment

SAP SuccessFactors Performance Management

Resolution

In order to disallow users from changing the form dates please follow the instruction listed below:

  1. Go to Admin Center;
  2. Go to Performance Management;
  3. Click on Manage Templates;
  4. Open the form template that will be configured;
  5. Go to General Settings;
  6. Click on Show Advanced Settings;
  7. Enable the options:

    • Disallow users from changing the Start Date
    • Disallow users from changing the End Date
    • Disallow users from changing the Due Date
  8. Click on Update Form Template.

Note:

  • This will prevent employees who can create forms from changing the start date, end date, or due date of the form on the screen that displays the dates just before the form is actually created.
  • If this option is selected, the Start Date specified in the form template will always be used, users won't be able to change this date when creating the form.
  • This change applies to existing forms as well as newly created forms.

See Also

2077231 - "Disallow users from changing the Start Date Due Date or End Date" is not working in the form - Performance Management

Keywords

SuccessFactors, Success Factors, SF, start date, end date, due date, changes, changing, change, launched, launch, launching, form, forms, PM, performance, manage templates
, KBA , sf performance manage templates , LOD-SF-PM-FRM , Forms & Templates , How To

Product

SAP SuccessFactors Performance & Goals all versions