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Item Detail
New Rule Scenario: Change Field Visibility, Editability, and Required Status on Forms
General Availability Info Only Customer Configured Impact: Medium AI Enriched
Description

When the latest experience of Performance Management forms is enabled, you can configure business rules that set specific fields on forms to visible or hidden, editable or read-only, and required or optional, when certain conditions are met. A common use case is mandating reviewers to provide justifications when they give the lowest or highest rating.See More

Detailed Description

Status on Forms When the latest experience of Performance Management forms is enabled, you can configure business rules that set specific fields on forms to visible or hidden, editable or read-only, and required or optional, when certain conditions are met. A common use case is mandating reviewers to provide justifications when they give the lowest or highest rating. They must provide a justification before submitting their review.

Impact Assessment

This feature may require configuration review, user communication, and regression testing of related processes in Performance Management implementations. Status on Forms When the latest experience of Performance Management forms is enabled, you can configure business rules that set specific fields on forms to visible or hidden, editable or read-only, and required or optional, when certain conditions are met. A common use case is mandating reviewers to provide justifications when they give the lowest or highest rating. 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. • Test AI-generated outputs with diverse inputs to validate accuracy and relevance.
Product: Performance & Goals
Modules: Performance Management
Feature: Business Rules; Form Assessment
Reference: PMU-24569
Version: 2H 2025
Valid as Of: Nov 14, 2025
Latest Revision: Oct 24, 2025
Affected Areas:
AI & Joule Performance & Goals Performance Management Role-Based Permissions