on 2024 Mar 15 2:45 PM
The only way i can think of doing this would be to add a custom field to the comp portlet and then have it populated annually. Can anyone think of another way which doesn't involve adding a custom field in EC?
Request clarification before answering.
In this scenario, should it be assumed you are not using the SF Performance Management solution? Can you provide more detail as to what Performance Data you are trying to have a workflow for? It does not support a workflow, but there is something known as Trend data, that allows you to maintain a Performance and Potential rating, without needing to use Performance Forms. More details on your use case will help.
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