CDP has no support for private-access permission leading to private development goals showing in PM forms.
You have Development goals that are set as private. These are showing on a performance form when we want them hidden. It is working correctly with regular goals.
- Career Development Planning
- The element private-access only applies within the CDP - development goal plan. Unlike a standard goal plan where private-access permission is respected in PM forms and reports, it is not for goals on a career development plan.
- Users can set goals to private on the goal plan.
- Your template needs to have the private-access permission setup to grant access to private goals to specific roles.
- On the CDP only the roles granted at the goal plan level will be able to see these goals. Often only E can see private goals.
- Currently if these goals are pulled into a PM form, roles other than E will by default now be able to see the goals.
To prevent this you can take 2 approaches.
- You have 2 goal plans, one that is used by employees for sole purpose of storing private goals so these will never be pulled into a PM form, and another for the other development goals that you will want to use in PM forms.
- You set up the development goal plans with categories, and designate a specific category that employees must put all private goals into. Then on the PM forms, you can add category filters to include or exclude certain categories on the PM form.
For example: A PM form might have a goal section linking to a CDP plan that has various categories. In the PM template you define which categories you want to show or exclude.
This cannot be added or changed on live forms and must be implemented on the master template before you launch your forms.
- More inofrmation on using category filters is found here.
KBA , sf goal plan permissions , LOD-SF-SCM-CDP , Career Development & Planning , Problem