Succession – Matrix Grid
This step-by-step guide walks you through updating permissions and labels in the Succession module’s Matrix Grid worksheet
- In your SAP SuccessFactors instance, search for the Matrix Grid reports (Performance / Potential) and review the current granted permissions and label names. Note any differences you will update.
- Return to the Succession workbook. In the Matrix Grid tab:
- Set the Processing Status in column B to Pending for the corresponding Processing Report ID.
- Update the permission values in columns H, I, and J as needed by changing them from False to True (or vice versa) for the relevant rows.
- Move past all dividers and navigate to column AO. Create or update the label names in this column as required.
- Close the Succession workbook.
- Back in CodeBot, click the hamburger menu, and select Start Configuration.
- In the Start Configuration pop-up window:
- Enter your SAP SuccessFactors password.
- Add any execution notes.
- From Advanced Options, select** Matrix Grid**.
- Click Confirm and Start to initiate the process.
- Monitor Progress of the Execution:
- Wait for the execution to complete. Once Complete, reopen the Succession workbook — the rows that were updated successfully will be highlighted in green, and the Processing Status will display as Processed.
- Finally, verify the changes in your SAP SuccessFactors instance: reopen the Matrix Grid reports and confirm that the permissions and labels reflect the updates you made via CodeBot.
Note: If anything doesn’t appear as expected, check CodeBot execution logs and send us the Tracking Request ID via the chat box in the lower right-hand corner.
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Updated on: 29/10/2025
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