Purging old PM forms data from 10+ years ago: how to mass backup PM forms as PDFs and load to MDF

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Introduction

In this 50 minutes recording we explain how to use the Archive and Print feature of SuccessFactors standard reporting in order to mass export PDF backups of Performance forms so as to clean up old legacy data (see recording introduction for the “why”). Then we show how to mass load these PDFs into an MDF object (so as to keep track of them for Legal reasons). Finally we show how to fully purge the forms created with the old templates so that their data disappears from all reporting tools.

 

 

 

Step by step:

Create a folder on your computer (on your desktop for

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