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360 forms rater categories

MoniqueBaak
Explorer
1,067

Hi Experts,

I've upgraded my client to the 360 Fiori version but I'm running into one issue. User can send out one 360 form to one other user at a time. They can choose any role, employee, manager, peer, etc. In the old version, the configuration did not force users to pick a category. In the Fiori version, the category field appears and I can't find a way to hide it.

Is it possible to hide the picklist for the category? If yes, how do I do this?

Monique

Accepted Solutions (0)

Answers (2)

Answers (2)

MoniqueBaak
Explorer
0 Kudos

Hello alina123 ,

Yes, this I gathered from the admin guide. However, the user should be able to choose any colleague in the company. The roles that can be chosen as default are a limited set, i.e. employee, manager. Peer not being one of them. Using the default category would force the user to choose self, manager, etc. This doesn't solve the problem.

Is there a way around this? So that that category is not shown AND the user can send form to anyone in the organisation?

Kind regards, Monique

Alina
Active Participant
0 Kudos

Hi, moniquebk,

Try to delete the part of the code which is describing Rater list. For example:

<rater-sect index="2" mgt-only="false">

<rater-sect-name><![CDATA[Rater List]]></rater-sect-name>

<fm-sect-config>

<rating-label><![CDATA[Rating]]></rating-label>

<rating-label-others><![CDATA[Rating]]></rating-label-others>

<default-rating><![CDATA[unrated]]></default-rating>

<hidden-strength-threshold>0.0</hidden-strength-threshold>

<blind-spot-threshold>0.0</blind-spot-threshold>

</fm-sect-config>

<rater-config>

<date-column-format>MM/dd/yyyy</date-column-format>

<min-rater-count>0</min-rater-count>

<max-rater-count>50</max-rater-count>

<min-rater-complete-count>0</min-rater-complete-count>

<default-rater category="Direct Report"><![CDATA[ED]]></default-rater>

<default-rater category="Manager"><![CDATA[EM]]></default-rater>

<default-rater category="Self"><![CDATA[E]]></default-rater>

</rater-config>

</rater-sect>

Best regards,

Alina

Alina
Active Participant
0 Kudos

Hello, moniquebk,

  • The "Category" drop down menu on the Feedback Form can be modified to use a single default category
  • Keep in mind that making this change will impact reporting. All reports will roll-up under the one default group
  • To set a default rater so that it appears automatically in a form, the following needs to be added to the Rater List section of the 360 Review XML template:

<default-rater category="Direct Report"><![CDATA[ED]]></default-rater>

  • To set a default rater so they appear automatically in a form AND cannot be removed:

<default-rater removable="false" category="Self"><![CDATA[E]]></default-rater></rater-config>

  • If you don't want specific roles to modify participants. You can disable the Rater List section for the role by using the following XML code to make it read-only, so the Modify Participants button does not display.

<section-permission type="disabled">

<role-name>*</role-name>

<route-step stepid="*"/>

</section-permission>

Best regards,

Alina