PM 360 Form Settings
The following article will help explain on how you can update PM 360 Form Settings in PM/GM through CodeBot.
First, in the SAP SuccessFactors instance, under Managing Form Templates, notice that all the permissions are enabled. Let’s disable all the PM 360 Form Settings permissions using CodeBot.
Log into your CodeBot dashboard. Locate and click on the PM/GM module tile.
Then, enter into your workspace.
Open your PM/GM workbook and navigate to the PM 360 Form Settings tab.
Here, lets change the PM 360 Form Settings permissions from True to False in the columns below.
Set the Processing Status to Pending in column FA.
Close the workbook.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
If the SSO is implemented, log in using SSO. Enter Execution Notes, check the PM 360 Form Settings checkbox, and click on Confirm and Start to begin the process.
Execution is processing. Click the “i” icon to track the progress.
Refresh the logs to view updated information.
Once Complete, review the screenshots to see where the changes have been made in the instance.
Reopen the PM/GM workbook. Successfully updated information will be highlighted in green.
The Processing Status is changed from pending to passed.
To verify, open your SuccessFactors instance again and notice that the previously enabled Permissions are now successfully disabled in the instance using CodeBot.
By following these steps, you can seamlessly update PM 360 Form Settings in PM/GM.
Thank you!
First, in the SAP SuccessFactors instance, under Managing Form Templates, notice that all the permissions are enabled. Let’s disable all the PM 360 Form Settings permissions using CodeBot.
Log into your CodeBot dashboard. Locate and click on the PM/GM module tile.
Then, enter into your workspace.
Open your PM/GM workbook and navigate to the PM 360 Form Settings tab.
Here, lets change the PM 360 Form Settings permissions from True to False in the columns below.
Set the Processing Status to Pending in column FA.
Close the workbook.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
If the SSO is implemented, log in using SSO. Enter Execution Notes, check the PM 360 Form Settings checkbox, and click on Confirm and Start to begin the process.
Execution is processing. Click the “i” icon to track the progress.
Refresh the logs to view updated information.
Once Complete, review the screenshots to see where the changes have been made in the instance.
Reopen the PM/GM workbook. Successfully updated information will be highlighted in green.
The Processing Status is changed from pending to passed.
To verify, open your SuccessFactors instance again and notice that the previously enabled Permissions are now successfully disabled in the instance using CodeBot.
By following these steps, you can seamlessly update PM 360 Form Settings in PM/GM.
Thank you!
Updated on: 18/03/2025
Thank you!