How to address the issue where your forms were launched with a send on due date and where you no longer want a form or group of forms to automatically move on that date.
Note: In the past SuccessFactors may have offered a back end solution to disable routing. With the new options available to administrators below we no longer offer this engineering option and request clients use the supported tools to adjust individual or groups of forms.
Manually correct individual or groups of forms via Admin tools > modify form route map
You can modify the route map for each form or for groups of forms, by disabling auto send for each form, or by adjusting the Send on Due Date
- Go to Admin tools.
- Then Modify Form Route Map.
- Define the form or groups of forms to update
- If it is already in the step to edit, you may need to first route the document to a step before the step with the due date >
- Remove/uncheck the "Automatic Send on Due Date" option, or simply change your Due Date.
- Save the route map.
Note: If you do need to route the form backwards please take into account who is in the step prior and how it is permissioned, as that person may now see new information that you do not want them to see. You may also want to disable email notifications when routing documents to prevent users from getting emails.
stop autoroute disable autoroute stop mass move stop mass route prevent foms automatically moving Auto Send on Due Date , KBA , sf routing maps , sf performance manage live forms , LOD-SF-PM , Performance Management , How To