View a Goal's Dynamic Assignment Criteria

Prior to this enhancement, administrators were not able to view the criteria used to dynamically assign goals to users.

With this enhancement, administrators can view the dynamic assignment while viewing the details of the Dynamic Assignment Template in read-only mode.

To view dynamic assignment, go to Performance > Manage Shared and Dynamic Goals​ and select the edit icon for the appropriate item.


This functionality is automatically enabled for all organizations using the Performance Goals module.


The following existing permissions apply to this functionality:

Manage Shared and Dynamic Goals Grants ability to turn off the dynamic behavior and edit a dynamic goal from the Edit Goals page. The administrator or manager can only view and edit goals created by users that exist within the OU constraints set for this permission. Performance