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Administrator Guide
Last Updated: 2023-09-08
Concept: Hide and Require Goal Fields by Security Group

Concept: Hide and Require Goal Fields by Security Group

Using the
Maintain Goal Setup
 task, you can hide or require individual goal fields for workers in specific security groups.
  • Security groups that you select from the
    Required For
     prompt inherit from the initiating actions of your
    Manage Goal Business Process
     security policy.
  • Security groups that you select from the
    Hidden For
     prompt inherit from the initiating actions and
    View All
     section of your
    Manage Goal Business Process
     security policy.
    When a user such as a manager reviews goals for another individual, the goal fields that display on the task derive from the security group configuration of the reviewer.
When you specify a goal as
Hidden For
 or
Required For
 for workers in multiple security groups:
  • For a field to be hidden for a worker, all the security groups the worker belongs to on the
    Manage Goals Business Process
     security policy must be specified in the
    Hidden For
     column.
  • For a field to be required for a worker, the worker only needs to be in at least 1 of the specified security groups listed in the
    Required For
     column.
  • If there are security groups specified under both
    Hidden For
     and
    Required For
    , and a worker belongs to security groups under both columns, the security group specified under
    Required For
     takes precedence.