This article will discuss the following:
- Overview of the Field Configuration Functionality
- Selecting a Menu
- Selecting a Field
- Hiding a Field or Menu from the Data Source
- Creating a New Menu
- Duplicating Fields
- Deleting SFSF Fields
Overview of the Field Configuration Functionality
This functionality offers the possibility to edit fields and create menu for Easy Reporter Data Source. Users can edit the descriptions of fields and menus, organize the data source and also generate fields from SuccessFactors in Easy Reporter.
You can access this settings via the Configuration menu, under the System Settings option.
If you do not have access to this menu item as shown in the screen below, please request this from your Easy Reporter administrator.
Selecting a Menu
To select an existing menu double click on the folder you wish to edit. Once a folder is selected, the details of the folder will be displayed in the screen next to the Data Source List, on the right hand side of the screen.
Fields with Multiple Results per Employee
You can mark SuccessFactors folders as folders that contain fields with multiple results per employee.
Checking the Fields produce multiple results per employee box will enable Easy Reporter to know which SuccessFactors fields to clear when a field produces multiple results per employee.
Note: The Fields produce multiple results per employee flag is pre-delivered and checked/selected by default for the Email Information Navigation (emailNav). You can still override this if you wish and it will save according to how you configured it.
Furthermore, starting 2024.R1, the Fields produce multiple results per employee checkbox is checked by default for the following SuccessFactors menus and sub-menus:
- Email Information
- Employment Details
- Addresses
- Dependents
- Phone Information
- Secondary Assignments
-
User Account
This checkbox is necessary for sub-entities generating multiple results per employee, as with the mentioned fields above. This will ensure separate reporting for each dataset and maintain accuracy.
In this example, the Email Information field is flagged.
This setting includes the following fields with their descriptions:
| Field | Description |
| Subtype Selection Type |
This field provides a dropdown list of selectable options. Below are the choices available:
|
| Subtype Field | This field contains the subtype values and is mandatory if either the Single or Multiple Subtype Selection Type is selected. |
Single and Multiple subtypes refer to the categorization of picklist values, which are used for various fields in the system.
The following examples show the Single and Multiple Subtype Selection:
Single Subtype Selections are associated with specific picklist values that allow only one selection at a time. When a user is prompted to choose from the picklist, they can only select one item from that list.
Multiple Subtype Selections allow users to select more than one value from a set of picklist options.
After configuring an entity, all fields directly under it will be able to read SuccessFactors data based on the selected subtype. However, any additional folders or navigations under the configured entity will not have this setting applied to them.
Starting 2024.R2, a Search Help pop-up is activated when a user presses the F4 key/icon for SuccessFactors fields with either Single or Multiple subtype selection fields.
(Right-click on the image and select 'Open Image in New Tab' to view the image in better image quality)
(Right-click on the image and select 'Open Image in New Tab' to view the image in better image quality)
The Search Help pop-up displays unique entries for the entity’s configured subtype fields.
Some Search Helps may not include descriptions because certain subtype fields do not have associated picklists.
Furthermore, when the Read Data based on the Date Column option is selected in the Date to Read Data field, the report output may vary depending on the Subtype Selection Mode configured under Field Configuration. However, there is an order of operations in the processing of fields with both Subtype Selection Type and Date to Read Data configuration. This may help clarify why certain outputs are seen.
After reading the SuccessFactors data:
-
Single Subtype selection is applied to the entire SuccessFactors results at once.
-
Date to Read Data is applied.
a. Multiple Subtype selection is applied one line at a time only if valid in the Date to Read Data.
Users must remember that:
- Only one subtype mode can be applied to a certain SuccessFactors field at once, so only two out of the three previous points will occur for any particular SuccessFactors field (i.e., either points 1 and 2 or points 2 and 2a).
- If the SuccessFactors results are not valid for the particular date configured, no results will be displayed despite any potentially valid subtype selections.
After running the report, the output will display the Email Information once per Person Id/Employee as shown in the screenshot below.
Conversely, if the Fields produce multiple results per employee box is unticked, the uncleared employee data, the Email Information in this example, will be retained and replicated/linked to other appropriate lines of the report as illustrated below.
Reminders:
- This functionality is only available on SAP Direct SuccessFactors fields.
- The root (PerPerson) folder Biographical Information does not contain this functionality because the fields in the root folder will always contain one set of results per employee.
- The Fields produce multiple results per employee checkbox is available at folder level only.
-
Ticking the checkbox will only apply the setting to the fields directly under the folder. Any subfolders, including the fields and items under these folders, will not inherit the setting.
- Users will have to manually check the configuration of the folders under an already selected folder if they want to apply the setting.
Enable fields to read data based on date column
When the Enable fields to read data based on date column checkbox is ticked, the Read data based on a date column on the report option becomes available for all the fields under that particular folder.
Note: Starting 2024.R1, the Enable fields to read data based on date column checkbox is ticked by default for the following SuccessFactors menus and sub-menus:
- Email Information
- Employment Details
- Addresses
- Dependents
- Phone Information
- Secondary Assignments
- User Account
This will make the E (4) Read data based on a date column on the report available on the report option available on the setup screen.
Read SuccessFactors Date Reading Based on a Column for more details.
Selecting a Field
To select a field, double click on the field you wish to edit. Once the field has been selected, the details of the field will be displayed in the screen next to the Data Source List on the right hand side.
To know how to add infotype fields, and to know the layout values when configuring fields, read this article: Adding the New Infotype Fields
Hiding a Field or Menu from the Data Source
Each field and Menu have a checkbox next to it. Ticking the boxes means hiding the menu or the field from Easy Reporter Data source.
Once a change is made and saved we can see those changes in Easy Reporter Tab 2 Report Columns in report Edit Mode.
Creating a New Menu
In this functionality, users are able to create new Menus for a new Data Source, and also it can be selected to generate fields into them.
To create a new Menu, double click on a root menu where the new Menu is to be added. The second step is to click the button write a description for the new menu and then click the tick button.
Duplicating Fields
It is possible to duplicate existing fields in Easy Reporter. Follow the steps below to duplicate fields:
1. From the Field Configuration screen, navigate to the folder location of the field you want to duplicate.
2. Right-click on the field you wish to duplicate then click Copy Field.
The sample below uses the Age field from Master Data > Employee Data folder.
3. Click Yes in the Add New Field confirmation screen.
A new Age field was added to the List of Fields under the same folder as the original field.
4. Click Save .
Deleting SuccessFactors Fields
Warning: This feature permanently deletes ALL generated SuccessFactors (SF) or Employee Central (EC) fields. Please use with caution.
It is possible to delete the fields generated from SuccessFactors. (related article: Adding Fields from SuccessFactors).
Now depending on your role or authorization, the Delete Custom OData fields function can also be possible. (know more about custom OData fields here: Adding OData Entities - SFSF. The user settings for deletion is here: Define User - General Security Settings)
To delete SFSF fields, just go to the Advance menu as shown in the screen above, and choose whether to Delete Custom OData fields for the custom OData, or to Delete SuccessFactors Fields (exc;. custom).
After clicking Yes to the pop-up warning to confirm your action. a message "SuccessFactors Fields were deleted successfully." will appear.
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