SAP Knowledge Base Article - Public

2682596 - Change order/display of goal plan fields in performance form

Symptom

How to change the goal plan fields displayed for a goal in a performance form, and the order in which these fields are displayed.

Environment

SuccessFactors Performance Management

SuccessFactors Goal Management

Resolution

Changing the layout of the goal plan fields in performance forms can be done by editing the goal plan XML. Please reach out to your implementation partner or to Product Support for assistance with editing the goal plan XML.

For Support/Partners only: 

In the goal plan XML, there is an area called <form-layout>. It used to control how the goal fields will appear in the Performance Management v12 Acceleration form, if goals are pulled into it from the Goal Plan.

The goal plan field layout can be controlled in Performance Management v12 Acceleration for the 'Goal Details' tab. The order that you enter the fields in the <form-layout> area of the Goal Plan XML is how they will appear in the Goal Details tab.

The following XML shows an example of a layout for displaying the goals information in the 'Goal Details' tab in the Performance Management v12 Acceleration form:

<form-layout>

<![CDATA[

<div align="left">

<b>${field.category}</b>
</div>#set ($group = "name-state")

<table width="100%" cellspacing="0" cellpadding="0">
  <tr>
    <td valign="top" width="30%">#if ($display.desc) <b>${label.desc}:</b><br>
    ${field.desc} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="30%">#if ($display.metric) <b>${label.metric}:</b><br>
    ${field.metric} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="10%">#if ($display.start) <b>${label.start}:</b><br>
    ${field.start} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="10%">#if ($display.due) <b>${label.due}:</b><br>
    ${field.due} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="10%">#if ($display.done) <b>${label.done}:</b><br>
    ${field.done} #end</td>

    <td>&nbsp;</td>

    <td valign="top" width="10%">#if ($display.state) <b>${label.state}:</b><br>
    ${field.state} #end</td>
  </tr>
</table>]]></form-layout>

The following image displays how the Goal Details tab will appear with the example XML:

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

2.png

This layout can be changed by adding/removing fields from the XML, or by changing the order in which the fields are written in the XML.

For example, to add a field to the Goal Details tab, simply add the following XML to the <form-layout> section, with the Field ID of the required field:

<td valign="top" width="10%">#if ($display.Insert Field ID) <b>${label.Insert Field ID}:</b><br>
    ${field.Insert Field ID} #end</td>

Note:

Editing the <form-layout> section can only be used to edit the Goal Details tab.

It cannot be used to edit the display of the goal itself (e.g. Name, Metric, Rating, etc.), as shown below.

If maintained in the template, the Category, Name, and Metric fields will appear by default:

4.png

For information on the configuration of the Other Details tab, please see Knowledge Base Article 2249223

Keywords

performance, goal, objective, form, goal plan, field, display, order , KBA , LOD-SF-PM-ADM , Admin Center, RBP, Permissions and Settings , How To

Product

SAP SuccessFactors HCM Core 1805