How to Make PM Form Sections or Fields Show Dynamically Based on EC Data (without CPI or SFTP Jobs)

Why It Matters

By eliminating CPI and SFTP dependencies, HR teams can deploy dynamic PM forms faster, lower integration costs, and improve real‑time personalization of performance reviews.

Key Takeaways

• Use Ad‑hoc report to pull EC data into MDF
• Integration Center maps data to custom PM fields without CPI
• Add “Launch” user step to trigger visibility rules
• Performance Business Rules evaluate fields for dynamic sections
• Solution reduces integration complexity and runtime latency

Pulse Analysis

SuccessFactors customers have long struggled with the friction of moving employee data from Employee Central (EC) into Performance Management (PM) templates. Traditional approaches rely on Cloud Platform Integration (CPI) or Integration Center jobs that require SFTP transfers, adding latency, maintenance overhead, and security considerations. The new method sidesteps these hurdles by leveraging native Admin Center tools—an ad‑hoc report extracts EC attributes, which are then stored in a Metadata Framework (MDF) object. From there, Integration Center maps the values directly to custom fields on the PM form, creating a streamlined data pipeline that stays entirely within the SuccessFactors ecosystem.

The core of the solution is the addition of a “Launch” step of type “user” in the PM form’s route map. This step ensures the same employee who initiates the performance review also triggers the data load, preserving context and eliminating the need for separate batch processes. Once the custom fields are populated, Performance Business Rules—scheduled for release in the second half of 2025—evaluate the values to conditionally show or hide sections and individual fields. This dynamic visibility empowers HR administrators to tailor the review experience based on role, location, or any EC‑derived attribute without writing code or managing external integrations.

For HR technology leaders, the approach translates into faster rollout cycles, reduced reliance on specialized integration resources, and lower total cost of ownership. Organizations can now prototype and iterate on performance forms in days rather than weeks, responding swiftly to regulatory changes or internal policy updates. As more firms adopt this native, low‑code strategy, the market is likely to see a shift toward tighter integration between EC and PM modules, setting a new baseline for agile talent management solutions.