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Item Detail
Mass Route Ungrouped Forms to a Specific Step
General Availability Info Only Customer Configured Impact: Low AI Enriched
Description

In the Route Form admin tool, you can now mass route forms to a specific step if they use the same template and route map.See More

Detailed Description

In the Route Form admin tool, you can now mass route forms to a specific step if they use the same template and route map. Now, if all forms in the search results share the same template and route map, you can mass route them using the Move the form to a specific step option. Title Short Description Solution Feature Group Type Availability Configuration Type Major Minor Reference Number Demo Software Version Available as of Revision Date Product Action Modular Business Process Line of Business Document ID Mass Route Ungrouped Forms to a Specific Step In the Route Form admin tool, you can now mass route forms to a specific step if they use the same template and route map.

Impact Assessment

This feature has limited impact but should be reviewed to confirm alignment with business processes in Performance Management implementations. In the Route Form admin tool, you can now mass route forms to a specific step if they use the same template and route map. Now, if all forms in the search results share the same template and route map, you can mass route them using the Move the form to a specific step option. Implementation teams should verify that existing configurations remain valid and test core business scenarios after the upgrade to confirm correct behavior.

Test Recommendations
• Verify the feature is enabled and accessible from the expected navigation path or configuration area in a test environment. • Test the end-to-end scenario with representative test data covering both happy paths and error conditions. • Validate correct behavior across all relevant user roles and permission configurations (admin, manager, employee). • Test edge cases: empty or missing values, boundary conditions, concurrent users, and large data sets. • Confirm that existing integrations, workflows, and downstream processes are not affected by the change. • Test feature visibility and access controls across different RBP roles to confirm correct enforcement.
Product: Performance & Goals
Modules: Performance Management
Feature: Form Assessment; Route Maps
Reference: PMU-24442
Version: 2H 2025
Valid as Of: Nov 14, 2025
Latest Revision: Oct 03, 2025
Affected Areas:
Performance & Goals Performance Management Role-Based Permissions