Name: Customizing Menus in SAP SuccessFactors Agent Performance Management
Uploaded: 2020-6-18
Duration: 227 s
Description: In this video, you'll learn how to configure, customize and relocate Portals, Tabs and Menu Items in SAP SuccessFactors Agent Performance Management.

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<div><div>In this video, you'll learn how to configure, customize and relocate Portals, Tabs and Menu Items in SAP SuccessFactors Agent Performance Management. </div></div>

Customizing Menus in SAP SuccessFactors Agent Performance Management

Hello. My name is Minnie.  In this video, I’ll introduce Custom Menus in SAP Agent Performance Management  and demonstrate how to manage Menu Items within the application.  The Custom Menu feature allows Administrators to rename, move, add,  or remove Portals, Tabs, and Menu Items in SAP Agent Performance Management, or APM for short.  After my successful login as an Administrator, I’m on the Home page in APM.  I’ll navigate to the Administrator Portal, Configuration Tab and select Custom Menu Search.   Here, I see a listing of existing Custom Menu IDs.  For my example, I’ll click the Manager record. This brings me to the Custom Menu Detail form.  I see that the Portal ID is Manager.  Next, I’ll click the Edit/View Menu Layout link to edit Menu Items in the Manager Portal.  This brings me to the Menu Builder, where I can see all the Tabs and Menus from the Manager Portal.  For my example, I’ll demonstrate the Custom Menu feature by renaming Active Tabs and Menus in APM.  In the Identifier field, I’ll click the pencil icon for the Producers Tab.  I’ll rename the Producers tab by entering the word, Agents. Here, I can also expand the Menu Width. I’ll enter 300 and click Ok to save my changes for the Producers Tab.  Again, I’ll click the pencil icon to see the changes. I can repeat these steps for any active Menu Items. Next, I’ll move a Tab to a new location. For this example, I’ll click the Configuration Tab.  Notice that the container is green in color. For this example, I’ll move the Configuration Tab to the right of the Reporting Tab.  I’ll look for the bold line that is red in color and click the Reporting Tab header.  The Configuration Tab now displays below the Reporting Tab. Next, I’ll move Unassigned Menu Items.  For this example, I’ll click Report Search, which becomes green in color.  I’ll move this Menu Item to the Reporting Tab.  I’ll look for the red horizontal line to appear and then I’ll click it to move the Report Search Menu Item.  Finally, the Menu Builder allows Administrators to accept or revert changes made.  I can accept all changes that I made  by clicking OK at the bottom of the workspace.  For my example, I’ll revert all changes by simply clicking the Roll Back All Changes link.  I’ll click OK to discard my changes. Next, I’ll click the Leave button to confirm that my changes won’t be saved.    Thanks for watching.