SAP Knowledge Base Article - Public

2086713 - Admin Tools: Document Routing - Restore Deleted Forms Manually and Automatically - BizX Platform

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 Platform

Resolution

Automatically Restore Forms

  • Since b1204  admins now have the option to set Form Templates to automatically restore when a user becomes active again.  This can be done by following the paths below:
     
    OneAdmin:
    1. Go to Admin Center
    2. Select Performance Management > Form Template Settings
    3. Choose template
    4. click Enable Auto Restore Deleted Form When Importing User
    5. Save

 NextGen Admin:

    1. Admin Center
    2. Tools > See All
    3. Form Template Settings under 360, Company Settings, or Performance Management
    4. Select template
    5. click Enable Auto Restore Deleted Form When Importing User
    6. Save

Manually Restore Forms

OneAdmin

  1. Go to Admin Center
  2. Click Manage Forms by User
  3. Click Restore Deleted Forms
  4. Select "Employee Document Folder" or "Advanced Search" and enter relevant information
  5. Click Search button
  6. Check the check box on the left for the form you want to restore
  7. Click Restore button
  8. Confirm Are you sure you want restore selected 1 documents?
  9. Click Yes button

Verify message 1 total forms. Successfully restored: 1. Failed to restore: 0.

Next Gen Admin

  1. Go to Admin Center
  2. Select See All next to Tools
  3. Under Manage Forms by User, select Restore Deleted Forms 
  4. Find the document or group of documents to delete using the filters: Employee Document Folder   or Advanced Search
  5. Click Search 
  6. From the list of results check the box for those to be restored 
     

        3-20-2013_4-11-34_PM.png

  • No more searching by Document ID to delete forms!!!
     

    You can use the new search page that lets you do a Basic Search using just the employee's name and the folder you want to look in, or you can use the Advanced Search and pick the employee or form attributes to search for a group of forms.

         3-20-2013_4-14-33_PM.png

  • As of B1107 You now have the option to search for forms by deletion date, making it easier to find forms removed within a certain timeframe. To do so, go to Admin Center > Manage Forms by User > Restore Deleted Forms, and in the Deletion Dates fields, type the dates you want. (PLT-12276)

          Note: Documents are not actually deleted in the SuccessFactors application, which normally makes it possible to restore a deleted document using Restore Deleted Forms.

  • It is also possible to hide a document and restore visibility to a hidden document using Admin Center > Manage Forms by User > Manage Document Visibility.

Keywords

KBA , sf performance manage live forms , sf data recovery or restore , LOD-SF-PLT , Foundational Capabilities & Tools , How To

Product

SAP SuccessFactors HCM Core all versions