2086662 - Document Routing - Enable Auto Restore Deleted Form When Importing User - BizX Performance Management

SAP Knowledge Base Article - Public

2086662 - Document Routing - Enable Auto Restore Deleted Form When Importing User - BizX Performance Management

Symptom

  • Restoring deleted documents.
     

  • How do I automatically restore deleted documents for an employee that becomes active again?

  • A user leaves your organization and then returns.  Instead of manually searching for their old forms, set the forms to automatically restore upon making the user active again.

Environment

  • BizX Performance Management

Resolution

Automatically Restore Forms

Option to set Form Templates to automatically restore when a user becomes active again.  This can be done by following the paths below:

  • Legacy Admin Tools ->
  Form Templates ->
  choose template ->
  click Enable Auto Restore Deleted Form When Importing User ->
  Save
 
  • OneAdmin-> Manage Template >
  Select template >
  Form Template Settings ->
  choose template ->
  click Enable Auto Restore Deleted Form When Importing User ->
  Save check the box for those to be restored 
  This will work for new forms going forward and will not restore forms where the person is already active.

 

  • In the case of employees who've been deactivated and are reactivated, restores the most recent deleted form for that employee when they are imported into the system.
     
  • Only forms that were in an in-progress state when deleted will be restored. Completed forms will not be restored.
     
  • If document transfer option is disabled, and the manager info has changed, the managers associated with the form at the time it was deleted will remain the same when the form is restored for the user.
     
  • If the manager associated with the user has changed since the user was reactivated, the manager in the form will still remain the same as it was at the time the form was deleted.
     
  • If document transfer option is enabled, and the manager info has changed, the managers associated with the form at the time it was deleted In this case, we will first restore the In-Progress documents and then follow the rest of the document transfer rules.
     
  • If form was out for feedback when deleted, form will be restored to individual who the form was with
     


Keywords

KBA , sf data recovery or restore , LOD-SF-PM , Performance Management , How To

Product

SAP SuccessFactors HCM Core all versions