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Other-Details tab on PM form not showing milestone fields

straynor
Participant
0 Likes
832

Hello, I have a goal plan with a milestone table. using Latest Goal Management. PM form Other Details tab is blank

straynor_7-1733787033539.pngstraynor_8-1733787045168.png

View of goal:

straynor_9-1733787067226.png

Goal Plan XML has  milestones table:

<field-definition id="milestones" type="table" required="false" detail="false" viewdefault="off" showlabel="true" field-show-coaching-advisor="false" cascade-update="push-down">

    <field-label>Check-In Recap:  The Check-In Recap meant to summarize the conversation between the Leader and Team Member on progress made towards the PIP Goals.  Leader should identify if the Team Member is On Track or Off Track in the appropriate field.</field-label>

    <field-description>Check-In Recap</field-description>

    <table-row-label lang="en_US">Check-In Recap</table-row-label>

    <table-column id="start" type="date" required="false" validate-start-before-due="true" cascade-update="push-down">

      <column-label>Start Date</column-label>

    </table-column>

    <table-column id="desc" type="textarea" required="true" cascade-update="push-down">

      <column-label>On Track or Off Track?</column-label>

    </table-column>

    <table-column id="actual" type="textarea" required="false" cascade-update="push-down">

      <column-label>Progress Update</column-label>

    </table-column>

  </field-definition>

Goal Plan plan layout:

straynor_10-1733787112525.png

Goal plan XML for form layout:

<form-layout><![CDATA[## Consider displaying goal category (if applicable) if mapping goals across all categories in one objective section

 

<div align="left">

  <b>${field.category}</b>

</div>#set ($group = "name-state")

 

<table width="100%" cellspacing="0" cellpadding="0">

  <tr>

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

     ${field.desc} #end</td>

 

    <td>&nbsp;</td>

 

    <td valign="top" width="20">#if ($display.metric-lookup-table) <b>${label.metric-lookup-table}:</b> ${field.metric-lookup-table} #end</td>

 

    <td>&nbsp;</td>

  </tr>

</table>]]></form-layout>

On PM form, Other Details tab is blank

straynor_11-1733787151849.png

Meta section of PM template has other details tab enabled:

<tab-permission type="enabled">
      <role-name>*</role-name>
      <tab refid="other-details"/>
      <route-step stepid="*"/>
   </tab-permission>

 

What am I missing that prevents the milestones field to display on the PM form?

Thank you.

 

Accepted Solutions (0)

Answers (2)

Answers (2)

tracy_kramerEIR66
Participant
0 Likes

Unfortunately, based on our research, the XML that appears to be missing is actually in the GM plan code.  It is missing the Milestone Plan, detail and PDF coding that shows it in the UI.  

tracy_kramerEIR66_0-1752781155490.png

tracy_kramerEIR66_1-1752781169741.png

tracy_kramerEIR66_2-1752781192819.png

This will need to be exported from provisioning, updated and then imported back into provisioning.  @Tbrown is working with SAP on a ticket for their company, I recommend you do the same.  Or reach out to your partner to make these updates.  This has been shown to update live/in process forms, so no relaunch should be required. #SuccessfactorsPM, #milestone

Good luck,

Tkramer

EnsarBoztas
Explorer
0 Likes

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