2249223 - What is the Scope of the "Other Details" tab on the Performance Form? - Performance Management

What is the scope of the "Other Details" tab in the Performance Form?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP SuccessFactors Performance Management

1. Launch a form for the user
2. Open the Performance Form
3. Navigate to the Objectives or Development Objectives section
4. We can see "Other Details" tab

The "Other Details" tab in the Performance Form has the following uses:

1. In "Other Details" tab, all the goal fields of type "table" i.e. sub-goalsls, tasks, sub tasks, milestones information.
2. The Other Details tab is NOT configurable in the same way as the Goal Details tab.
3. Milestones will not display as a table in the Other Details section, it will display as a list.

XML Configuration (If you wish to customize your Performance Management Template, please engage a Partner as per 2251086)

Type of Access (type attribute)

• enabled – user can see the tab
• none – user cannot see the tab

By default, the Other Details tab will be displayed in the Performance form when there are table fields configured in the goal plan associated with the form.

To hide the tab in all sections for all roles and steps, here's a sample code to add in the Meta section of the form:

<fm-meta>

...

    <tab-permission type="none">
      <role-name>*</role-name>
      <tab refid="other-details"/>
      <route-step stepid="*"/>
   </tab-permission>

...

</fm-meta>

To show the table fields in the Other Details tab, the fields must be configured in the <form-layout> in the goal plan xml. Below is a sample code:

<td valign="top" width="20">#if ($display.metric-lookup-table) <b>${label.metric-lookup-table}:</b> ${field.metric-lookup-table} #end</td>

tab, Other Details, permission, configure, table, sub-goal, sub-item, milestones , KBA , csg_q , LOD-SF-PM-GM , Goals in PM Form , LOD-SF-GM , Goal Management , How To