Managing goal types
Once you have created a goal type, you can view its details at any time, and, if you are the owner of the goal type, either because you created it or because another person added you as a goal type owner, edit it.
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The goal type management interface is available under Workbench > Performance Management > Goals > Goal Types. Access to Workbench depends on your role within the platform. This feature is available for users with the Configuration and Goals professional roles.
Viewing the list of goal types
All your goal types are displayed in a list on the Goal Types page. For each goal type, the list shows its Name, Published date, Owners, and Status (Draft or Published), as illustrated in the following figure:
List of goal types
Click the three-dot icon on the far right of a goal type's row to open a menu. View is always available. Edit is only available for goal types that you own and that are already Published; for any other goal type, only View is shown in the menu.
Clicking the name of a goal type directly in the list has the same conditional behavior: for a goal type that you own and that is Published, it takes you directly into editing it; for any other goal type, either because you are not an owner or because it is still a Draft, it opens the goal type in read-only view instead.
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You can also start creating a new goal type from this page, by clicking Create goal type in the top-right corner of the list.
Viewing a goal type
Selecting View from a goal type's three-dot menu always opens it in read-only mode. Clicking the goal type's name has the same effect, except for goal types that you own and that are already Published, which open directly in editing mode instead; see Editing a goal type below. In read-only mode, the same cards and steps used when creating the goal type are displayed, but all the fields are disabled.
Use the progress widget on the right side of the screen to move between steps with Back and Next. Click Close at any point to return to the Goal Types list.
If you own the goal type, an Edit button also appears in the top-right corner of the screen, letting you switch directly from viewing the goal type into editing it, without having to close it and select Edit from the list again. This Edit button is available here even for goal types that are still a Draft. If you are not an owner of the goal type, no Edit button is shown, and the goal type remains read-only.
Editing a goal type
To edit an existing goal type, proceed as follows:
Locate the goal type that you want to edit in the list.
If you own the goal type and it is already Published, click its name, or click the three-dot icon on the far right of its row and select Edit. Otherwise, click its name, or click the three-dot icon and select View, to open it in read-only mode first, and then click Edit in the top-right corner of the screen. Either way, the goal type form opens at step 1, Goal type details.
Make the changes that you need at the various steps of the process:
Step 1: Goal type details
Step 2: Population
Step 3: Assignment
Step 4: Approval flow
Step 5: Form builder
For full details about each step of the goal type form, see Creating a goal type.
Click Save in the top-right corner of the screen to apply your changes without publishing, or Cancel to discard them and return to the previous screen. If the goal type is still a Draft, you can also click Create in the progress widget, once you reach the last step, to publish it.