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Once the details are entered, save the Smart Form.

The On the Content Revision page, the Smart Form details will appear be displayed in the revision summary section as shown illustrated below. Click the "Return to Manage Revision" button to return to the main revision main page and apply the revision.changes, 

After applying the revision, the Smart Form must be added to the process through a Process Revision for it in order to appear in the user's flow.

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After completing the activity, the Smart Form can be printed by clicking the "Download Signed Forms" gadget located at in the bottom right bottom corner of the page.

The When clicked on the gadget, the signed form opens in a new window as shown below. The downloaded signed form will have the electronic signature of the user along with the date and time stamps.

How to insert binds in a Smart Form?

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In this case, "Description" field is used for searching the variable "First Name Middle Name Last Name". Bind variable matching the search criteria are shown. Click the bind that you would like to include in the text.

Another option is to navigate through the tree structure to find the bind. Click on "Display as Tree" button to navigate back to the tree structure.

Expand the tree structure and search for the variable that you want to insert as a bind. 

Click on the bind to select.

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Once the values are added in the pop-up page, click "OK" on the pop-up page.

The bind will be added to the Smart Form as shown below. To differentiate binds from normal text, you can click the "Highlight Binds" option to view the binds highlighted in yellow. 

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Create another Smart Form to display the bind values captured by the form fields in the previous Smart Form.

Note: When  When configuring Smart Forms in the process, ensure that the Smart Form with containing the form fields is added before the Smart Form one with the binds. Also, appropriately select the participant pool for each Smart Form accordingly and include them in the process. For example, you might add the Smart Form with form fields configured for New Hires and the Smart Form with binds configured for HR Specialists. This will ensure that the values selected by the New Hire in their Smart Form activity are visible to the HR Specialist when they access their Smart Form in the process.

Select the "Insert Binds" option to insert the bind variables.

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There are two different methods to access/modify a Smart Form:

• Add a new Value
• Search if you have Use an existing content revision Content Revision in progress 

Method 1:  Add a New Value:

For details on adding a new content revisionContent Revision, please follow the steps given below:

Enter the content revision Content Revision data and click on "Reserve".

Click on "Configure" to add/modify content.

When On the content revision Content Revision page opens , click on "Review/Update" for in the row for Smart FormForms.

Method 2: Search: Instead of adding a new value, click on "Search" to find an existing Smart FormContent Revision.

Filter out the results to show content revisions Content Revisions that are in progress.

Find the revision that you want to modify (it must be a content revision Content Revision and in progress).

Click on On the revision page, click "View/Edit".

When On the content revision Content Revision page opens , click on "Review/Update" in the row for the Smart FormForms.

Select the Smart Form that needs requires to be modified.

Make the desired changes in the content, and then click click "Save".

Note: Here, you can select multiple Smart Forms and modify them if needed.

Click ReturnClick "Return" to return to the Content Revision page.

Scrolling down, you can see the The changes made for in this particular Content Revision will be shown in the Current the Current Revision Summary. This makes it easy to manage multiple changes in one revision, and also reassures that the changes actually happened.

The number of Smart Forms created for this Content Revision is shown as number. You can make multiple additions or modifications in one Content Revision/modified in the revision will appear in the corresponding row.

Scrolling Scroll back to the top, click and click "Return to Manage Revision" to return to the main revision page.

Click Apply the revision. If your changes are not completefinal,  you you can still View/Edit and it will take before applying the revision, which will return you to the previous page. You Alternatively, you can also leave this the Manage Revision page and leave with the Content Revision in progress to modify, apply, or withdraw it later.

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After creating or changing a Smart Form, it can be introduced into added to the onboarding process through a Process Revision.  Create a Process Revision or modify a Process Revision that which is In Progressin progress.

On the Process Revision page, click on the "Configure Business Process" link.

To add the Smart Form to the configuration, select the step which is accessible for the participant pool selected specified in the Smart Form options during its creation. This ensures that the Smart Form activity is included at the correct step in the process.

Click on the "Add" link under the step.

Select one of the formsthe Smart Form to be added. Under Action Type, the Smart Forms are indicated as SMART_FORM.

Click on After your selection, click "OK".

This will take you back to the process configuration page. Click on the Smart Form(s) that you have just added.

Set the route criteria. Then click on If you want to restrict the Smart Form's visibility to users associated with a specific Company, Business Unit, Department, Location, etc., set the criteria on this page. Otherwise, leave it set to "Always Route" and click "Save"..

Scroll down and save the Business Process configuration. On  On the Process Revision page, click on "Return to Manage Revision" .to return to the main revision page.

Apply the process revisionProcess Revision.

The Smart Form will show up appear in runtime the process for the New Hire as shown belowconfigured.

How do you enable bypass option in a Smart Form?

When the "Allow Bypass" option is checked in the Smart Form, then users in the participant designated pool that will see the Smart Form in runtime, will have the ability option to bypass this activity. So it is users choice that they can This gives them the choice to either complete the activity or opt for bypassbypassing it.

This option can be enabled while when defining a new Smart Form or modifying an existing one. Enter Smart Form data, check the "Allow Bypass" option and saveIn this example, the bypass option in a Smart Form is selected and saved.

Apply Content Revision and include the Smart Form into the onboarding process using Process Revision. For details on adding Smart Form to onboarding, check above steps.

When the When the above Smart Form appears in the New Hire process for the user, the New Hire will have the ability to bypass the activity. Click on the Bypass Activity gadget on the right corner of the pagethey can see the "Bypass Activity" gadget located in the bottom right corner of the page. 

When this gadget is clicked, it will open a page where they can submit a bypass reason.

Enter On this page, enter your comments and click "Submit".

The completed bypass activity is shown as below. After bypassed activity will be displayed as shown below. Even after the activity is bypassed, the user can still choose to complete the activity if they want toit if desired.

How to enable "Save as Draft" option in a Smart Form?

When the "Allow Save as Draft" option is enabled in a Smart Form, the participant pool that will see the Smart Form in runtime, will have "Save as Draft" button, the "Save as Draft" button will appear in the Smart Form activity when accessed by the user. This allows the user to save their Smart Form details, proceed to next activities, and return later to complete the activity.

The "Allow Save as Draft" option can be enabled while defining a new Smart Form or modifying an existing one. By default, this option is will be unchecked in Define the Smart Form page.

Enter the Smart Form data, check In this example, the "Allow Save as Draft" checkbox and save. 

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Apply Content Revision and include the Smart Form in the onboarding process using Process Revision. For details on adding Smart Form to onboarding, please click here.

In runtime, is selected and saved. 

When the above Smart Form displays appears in the process for the participant pool (In this case, "New Hire") as selected in the Smart Form options.The user, they can see the "Save as Draft" button along with the signature or Save button at the bottom of the activity. Note: This button is visible on the Smart Form only when the activity is not complete and doesn't show up when editing a completed activity (also applicable for process/activity restarts).

When saving as draft, it doesn't require this button is clicked, it saves the data without requiring the "I Agree" checkbox to be selected and will not trigger required field validations (if any). 

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After saving as draft, the data entered on the Smart Form will be saved. or any required fields to be filled out (if applicable).

The user can access or work on /or complete any other activities that are available to them. The user can choose to revisit the Smart Form again anytime and complete the revisit the Smart Form again anytime and complete the activity. If the Smart Form is configured for the New Hire, they must completed the saved activity before submitting the process to HR.

After In this example, you can see that after completing the activity, in edit mode the "Save as Draft" doesn't show up on the Smart Form.On the completed activity, click on "Edit" button to open in the Smart Form in edit mode.

Completed activity

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