![]() ![]() Review your newly uploaded THR95 Development Plan template. Use Action Search to navigate to Manage Templates. Although the metric field was defined in the XML, you did not permission the field or add it to the plan layout yet, so it will not be visible. Log in as your CDPAdmin user and add a new goal. Navigate to Provisioning → Import/Update/Export Development Plan Templates. Since you renamed the file earlier in the exercise, you do not need to rename it again. Validate the file against the provided DTD ( objective-template_4_0.dtd). There are additional field options, which can be found in the Career Development Planning Implementation Guide: Doing so would create issues.įor example, if we configure a custom field with field-definition id="type" type="enum", because the word type is a field attribute, when adding a development goal on the mobile application, this custom field displays as a free text box and not an enum field. The words used for the attributes in the XML cannot be used as the field-definition IDs. *These permissions are used in Goal Plans in the Performance and Goal Management Module. If true, the link for Spell Check will display above the field. If true, the link to the Coaching Advisor will display above the field. This attribute can ONLY be configured in the XML and it is not available in Manage Templates. Refer to the objective-template DTD for more details. Up to 20 fields can be designated as reportable across an entire company. For example, if the customer wanted a custom field to be reportable, the XML would read reportable="field1" (or other available number 1–20). XML reads as reportable="fieldX" where "fieldX" is field1 - field20. ![]() For this configuration set showlabel="true".ĭetermines which custom fields are available in reporting. However, consider displaying field labels for fields that are not in the first row of the goal plan, especially if the fields in those rows are not the table fields (tasks/targets/milestones). For this configuration, set showlabel="false". This will help reduce vertical scrolling when viewing goals in the plan. If the goal plan column headings or tasks/targets/milestones column headings are adequate in representing the fields displayed, field labels may not need to be displayed. If this attribute is set to "off", users will have to select the field in the Display Options in order to see it on the plan layout.įield labels are not displayed by default when viewing goals in the goal plan, but they are always displayed in the goal edit window. If false, the user can leave the field blank.Ĭurrently, this attribute is not used leave as default.Ĭontrols the default display view of the field on the Development Plan. If true, a red asterisk (*) appears next to the field and the user is required to complete the field. The table describes additional attributes and can be saved for reference. More details about competencies are provided in a separate topic. Pulls in competencies based upon job code, library, category, or other specified characteristic. Typically presented as a drop-down list of values with colors to represent the purpose of the goal. Typically presented as a drop-down list of values with colors to represent the status. The status of the goal where the user is in the process. This is auto-populated with the date defined in obj-plan-due, but can be changed (if permissioned). Used to measure how a goal will be measured success criteria. Use for a detailed goal description if the name being used is short. ![]() This is the only field that is required to be defined in a goal plan. The name of the goal sometimes relabeled as goal description. Sets the minimum weight of each objective in a goal plan. Sets the maximum weight of each objective in a goal plan. ![]() Sets the minimum total weight of all goals in a goal plan. Sets the maximum total weight of all goals in a goal plan. (Note: this will not show on the goal plan unless the pager-max-objs-per-page is set to greater than 0.) Sets the maximum number of goals that should be in a goal plan. Icons are displayed next to goal to indicate whether goal is public or private. Text is displayed next to goal to indicate whether goal is public or private. If set to 0, all goals will be displayed on one page.ĭisplays the name of the owner of the goal. Sets the number of goals displayed per page on the goal plan. On-plan alerts will not be displayed unless the user checks the View Options Alerts checkbox. The alerts can indicate who created or edited a goal and when if the creator is different than the goal plan owner. Sets the View Options checkbox to automatically display on-plan alerts to new users. New goals will be created as a shared/public goal. Button appears next to the and buttons underneath the goal being created/edited. ![]()
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