Working with the Global Settings

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Identify and configure general and advanced form template settings

The General Settings Section

You can define the foundational pieces of the template in the General Settings section. Here, you can edit the name of the template and the description, as well as select the workflow (route map) and rating scale.

Modifications of the General Settings Section in Manage Templates

Select the Start button to learn more about General Settings configuration.

Modification of the General Settings Section in XML

The general settings in the XML are located in the <fm-meta> section of the code. In this section, you may: 

  • attach a default rating scale to be used throughout the performance form (<scale-id>
  • enable certain buttons that are visible on the form (<enable-previous-step- button>and (<enable-delete-button>
  • enable stack ranker (<my-team-rater>)

If you choose to set up the general settings in the XML: 

  • make sure to log in to the instance, navigate to Form Template Settings
  • associate a route map to your performance form
  • set up attributes of the form including spell check, legal scan, writings, and turn on/off various buttons

The following is an example of a typical performance form meta section: 

Configuration of Rating Scales

The rating scale for the entire form is selected in General Settings. Rating scales can be configured per section in Manage Templates.

Below the selection area, you can also determine whether you want the numbers and rating description to show, or just the descriptions.

Enable a Rating Scale for the Entire Form

If one rating scale is to be used for all ratable sections, it can be specified in the <fm-meta> section, using the code illustrated in the figure Enable Rating Scales in XML.

Form Template Settings – Advanced Settings

Advanced settings are also known as Form Template Settings. These settings allow for management of different elements of a form’s behavior. These settings do not change the forms XML and may or may not affect existing (launched) forms.

Watch this video to learn about the form template settings:

For a list of all the form template settings definitions, and whether they impact live forms, see, or check the Implementing and Managing Performance Management guide.

Select the button to learn more about the form template settings.

Configure General and Global Settings in the Performance Form Template

Business Example

You will start to configure the Performance Management form template you added in a previous exercise. Now, you will define general settings for the form template in the instance through Manage Templates and the meta section in the XML data model.

Starting from this exercise and the following ones will allow you to complete the configuration of the form template including the general and global settings and different sections. You will have the chance to test all your configuration changes in a later exercise, to launch a performance form and verify the configuration from an end to end perspective.

Learn how to configure performance form template general and global settings from Manage Templates and verify changes from the XML.

Task 1: Edit General Settings (Global Settings) in Manage Templates


  1. Log in to your Instance, and edit General Settings from Manage Templates. Make the following changes:

    Allow managers to stack rank employees on competency sectionsSelected
    1. Log into the Instance, and navigate to Manage Templates using Action Search.

    2. Select the Performance Review tab.

    3. Open the template you added from SuccessStore or from the course files in the exercise Create a Performance Form Template.

    4. Select General Settings.

    5. Verify the route map and rating scale are those that you previously created and assigned to this form template.

    6. Verify Allow managers to stack rank employees on competency sections checkbox it selected.

    7. Verify the Globally radio button is selected.

  2. Return to General Settings, and, on the Show advanced options screen, enable the Previous Step and Delete buttons.

    1. Choose the link for Show advanced options ....

    2. Update the following:

      Enable Previous Step ButtonSelected
      Enable Delete ButtonSelected
    3. Save the form and navigate away from this page.


      You have now edited general settings in the instance.
  3. On the Advanced Settings screen, make the following changes (some settings might already have the correct values in your Instance):

    Default Start DateRelative to Form Creation Date
    Default End DateRelative to Default Due Date
    Default Due DateRelative to Form Creation Date. Set number of Days after(+) or before(-) to 30
    Disable Ask for Feedback functionalitySelected
    Enable Spell CheckSelected
    Enable Legal ScanSelected
    Disable Spell Check On RouteSelected
    Disable Legal Scan On RouteSelected
    Enable Writing AssistantSelected
    Disable Ask For Comment RoutingNot selected
    Disable Ask For Edit RoutingNot selected
    Allow Add Approver/EvaluatorSelected
    Hide Add/Remove Signer buttonsNot selected
    Disable Delete buttonNot selected
    Allow form creator to select anyone as the subjectSelected
    Option 2 – Allow adding/removing signers during both the Modification and Signature stagesSelected
    Show digital signatures in Document Print PreviewSelected
    Disallow users from changing the Start DateSelected
    Disallow users from changing the End DateSelected
    Disallow users from changing the Due DateSelected
    Enable form routing to previous stepSelected
    Enable SMART Goal Wizard (requires SMART Goal Wizard enabled on goal plan)Selected
    Enable AttachmentsSelected
    Enable New Confirmation Experience for Sending FormsSelected
    1. Select the Advanced Settings link.

      This links to Form Template Settings and is unique to editing the form in Manage Templates. You cannot access these settings in the XML file. You can also assess this information by choosing Form Template Settings. using Action Search.

    2. Update the settings as outlined in the table.

    3. Select Update Form Template, and close out of the pop-up window.

Task 2: Verify General Settings (Global Settings) in the XML template


  1. Export the Performance form template from the instance.

    1. Navigate to From Template Settings using Action Search.

    2. Select the form, and then select Download in the upper right-hand corner.

  2. Place the DTD and Performance form XML template in the same folder, and replace row 004 with the exact case and space sensitive spelling of the DTD in the folder.

    1. Example:"sf-form.dtd">

  3. Find the<scale-id> start- and end-tags. Verify the title of the rating scale you associated to the form in Manage Templates is listed here. Case and space sensitive spelling are very important.

    1. Example: <scale-id><![CDATA[Default Scale]]></scale-id>

  4. Find the <enable-previous-step-button> and <enable-delete-button>start- and end-tags. Check that they are both set to true as configured in Form Template Settings in the Instance.

  5. Find the <my-team-rater> tag. Make sure that it is right above the last tag of the Meta section.

    1. Example:

      Code snippet
      <my-team-rater/> </fm-meta>Expand
  6. Find the<sf-pmreview> tag. Attributes within this tag affect all sections within the Performance form. Verify the following attributes are correct in your XML template:

    • no-calc=false

    • overall-rating=true

    • rate-by-adding-values=false

    • weight-lockdown=true

    • show-weight=true

    Can’t find these tags in the Meta section? Keyword search for the start tag in the DTD to find where this chunk of code should be placed. The tag is correct, so you would just need to find where the tag should be placed in the meta section and add the corresponding end-tag.

    All the information about the attributes in this step and what they control can be found in the Document Type Definition (DTD). The one that we can use to validate PM Forms is the sf-form.dtd

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