2404198 - How to configure "Objective Details" tab in PM form (add field in Objective Details Tab)

SAP Knowledge Base Article - Public

2404198 - How to configure "Objective Details" tab in PM form (add field in Objective Details Tab)

Symptom

  • How to configure the  "Objective/Goal Details" tab to show more information from the Goal Plan.

Environment

  • Performance Management
  • Goal Management

Resolution

  • Here we have a sample goal plan and several fileds that are defined in the Goal Plan XML. If you want to know more configuration info for the Goal Plan, please refer to the standard implementation guide.

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  • Asume that we link this goal plan to a performance template and generate the performance form as follows. There are currently 4 columns in the "Objective/Goal Details" tab which are Goal,Start Date,Due Date,Status

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  • If the customer wants to add another field from the goal plan such as the "Stretch Target" field into the performance template the "Objective/Goal Details" tab can be used to achieve this.
  • First we need to download the Goal Template from Provisioning and go to the form layout section:

           <form-layout><![CDATA[#set ($group = "name-state")

           <table width="100%" cellspacing="0" cellpadding="0">
           <tr>
             <td valign="top" width="25%">#if ($display.name) <b>${label.name}:</b><br>
             ${field.name} #end</td>

             <td>&nbsp;&nbsp;&nbsp;</td>

             <td valign="top" width="13%">#if ($display.start) <b>${label.start}:</b><br>
             ${field.start} #end</td>

             <td valign="top" width="13%">#if ($display.due) <b>${label.due}:</b><br>
             ${field.due} #end</td>

             <td valign="top" width="12%">#if ($display.state) <b>${label.state}:</b><br>
             ${field.state} #end</td>
           </tr>
           </table>]]></form-layout>

  • To add the "Stretch Target" field, we need to find the "Stretch Target" field id in the goal template.
  • Once we found the field id we add the following code:

           <form-layout><![CDATA[#set ($group = "name-state")

           <table width="100%" cellspacing="0" cellpadding="0">
           <tr>
             <td valign="top" width="25%">#if ($display.name) <b>${label.name}:</b><br>
             ${field.name} #end</td>

             <td>&nbsp;&nbsp;&nbsp;</td>

             <td valign="top" width="13%">#if ($display.start) <b>${label.start}:</b><br>
             ${field.start} #end</td>

             <td valign="top" width="13%">#if ($display.due) <b>${label.due}:</b><br>
             ${field.due} #end</td>

             <td valign="top" width="12%">#if ($display.state) <b>${label.state}:</b><br>
             ${field.state} #end</td>

             <td valign="top" width="12%">#if ($display.metric) <b>${label.Stretch.Target}:</b><br>
             ${field.state} #end</td>
           </tr>
           </table>]]></form-layout>

  • Upload the updated goal template to Provisioning and the change will be relected immediately. 
  •   "Stretch Target" field is added to the "Objective/Goal Details" tab as expected.

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Other Details Tab

  • Please note, that fields of type "table" such Tasks, Sub-Goals, Milestones, and Metric Lookup Table will display in the Other Details tab by default.

Keywords

KBA , LOD-SF-PM-GM , Goals in PM Form , How To

Product

SAP SuccessFactors HCM Core 1605