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

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:
     
    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

 

Manually Restore Forms

New Admin Tools

Go to Admin Tools (New Admin Tools)

Click Manage Forms by User

Click Restore Deleted Forms

Select "Employee Document Folder" or "Advanced Search" and enter relevant information

Click Search button

Check the check box on the left for the form you want to restore

Click Restore button

Confirm Are you sure you want restore selected 1 documents?

Click Yes button

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

 

Old Admin Tools

  • To restore a deleted document you must have administration privileges.
  1. Go to Admin Tools Tab
     
  2. Go to Managing Documents
     
  3. Select Restore Deleted Documents
     
  4. Find the document or group of documents to delete using the filters: Employee Document Folder   or Advanced Search
     
  5. Click Find Document
     
  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!!!
     

    Now, when you're in the Manage Documents section and want to find a form to move, 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 criteria you want to search on.

         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 Tools > Managing Documents > Restore Deleted Documents, 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 Admin Tools > Managing Documents > Restore Deleted Documents.

  • It is also possible to hide a document and restore visibility to a hidden document using Admin Tools > Managing Documents > 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