Add existing objective button with goal auto-sync

[margarita]

Hello all,

we would like to use "Add existing objective button" in the pm form, but every time we click on the button we view an error pop up window and not the employee's goals. We use the auto-synch method.

Thank you in advance.

Kind regards,

Margarita

[MridulSharmaSF]

margarita_1

If no goals were created after the form was launched, there won't be any new goals to be selected and you will only see the goal plan with the categories, empty.

This is expected behaviour , Add Existing Goals could lead to some confusion. It is intended to add existing goals but those that are not already in the form and were created after form launch, if using Auto-Populate. With Auto-Sync, any new goals added in the Goal Plan after form launch will be synced to the PM Form, therefore, this button will not have sense to enable.

Please mark this as answer if this helps

ThanksMridul

[MridulSharmaSF]

margarita_1 Please check the goal plan fields permissions

[MridulSharmaSF]

margarita_1

Please ensure below option

: Unchecked

: Checked

Mark this as answer if this helps

Please provide error screenshot in case if it does not work.

Mridul

[margarita]

Hello Mridul,

we did the things mentioned and what we view is a pop up window with the goal plan categories, but with no goals to select from.