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We provide description fields for all Attributes attributes and Address address fields for selected Attributesattributes, but you may want to store more additional data that is related to an Attributeattribute. For example, you may might want to store the associate a Manager with the a Department or a Pay Rate with a job code.
To accomplish this, we provide you with a Smart Form for each attribute that is designated for adding allows you to add Supplemental Data. You will add You can create a Smart Form with one or more form fields that , which will be presented appear on the Attribute attribute definition page and be stored with the particular Attribute specific attribute value. You This Supplemental Data can then use the Supplemental data be used to drive your business process processes or as binds in subsequent activities. In additionAdditionally, in places where the Attribute attribute is prompted, you will have the ability option to view the Supplemental Attribute Data.
How do you add Supplemental Data fields for an
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attribute?
Adding Supplemental Data Fields fields for an Attribute attribute is a 6 Step Process
- Create or modify a Content Revision
- Add or modify Smart Form
- Add Form Field(s) to the Smart Form
- Apply the Content Revision
- Create or modify an Attribute Revision
- Add/Update/Delete Supplemental data
- Apply the Attribute Revision
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To create a Content Revision, click the menu icon on the top left corner of the page and select "Create Revision" under Revisions from the navigation menu.
| Create Revisions |
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From On the Create Revision page, the Administrative User is able to choose between creating a new Content Revision or editing an existing Content Revisionin progress revision.
To create a new Content Revision, click on "Add a New Value". Note: To edit an existing content revision, click "Search" and view Content Revisions which are in progress.
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Click "Configure" to enter your changes.
| Manage Revision |
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Step 2 - Modify the
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Supplemental Attribute Smart Form
On the Content Revision page, click "Review/Update" for Smart Forms. All All supplemental data for an attribute will can be added through the use of using Smart Forms. Smart Forms These forms allow Administrative Users to include input forms in the system, attaching with the entered values attached to binds that can be used throughout the process.
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On the Smart Form lookup page, select the desired appropriate Smart Form for the attribute to which you wish want to add supplemental data. There exists a Supplemental Data Smart Form for each . Each Master Attribute you have defined in the system . In has a corresponding Supplemental Data Smart Form. In this example, we will be adding Supplemental Data to a Company Attributeattribute.
| Smart Forms |
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On the Define Smart Form page, the Administrative User is able to add Form Fields to their page, allowing users to enter their own supplemental data. Click add form fields according to the Supplemental Data you want to include.
To add form fields, click the "Create/View Form Fields" in order to add a Form Field to desired page. link.
| Define Smart Form |
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| Item # | Item Name | Description |
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| 1 | Form ID | Internal ID number of the Smart Form that is currently selected |
| 2 | Description | Description for the Smart Form |
| 3 | Override Save Button Label | Define the label of the button the supplemental data page (eg. "verify", "submit", "approve" etc.) |
| 4 | Enable Print | Allows the form to be downloaded by a user during the Onboarding Process |
| 5 | Print Source (Enable Print : Enabled) | Current Form: it will print in the form that the file is originally in PDF Template:
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| 6 | Create/View Form Fields | Create and view existing Form Fields |
| 7 | Insert Form Fields | Places the Form Field on the page, binding the input value to the variable defined during the Form Field setup |
On the Define Form Fields page, click "Add a New Value" in order to create a new Form Fieldform field. If you already have already created a the corresponding form fieldfields, you can view and modify existing form fields them by using the search function below.
| Define Form Field |
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On the Define Form Field Pagepage, enter a Field Description and select the desired Field Type. The Form Field The form field changes the accepted input field typeField Type. In this example, we are adding a Character for the name of the Company Manager.
| Define Form Field |
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* if you wish to have a single character input, you do not need to fill out the Translate Table Values section. This section is strictly for creating a Drop Down selection.
After entering the required information for your Form Field. Click , click "Save" in order to attach this the newly created Form Field form field to a Smart Form.
Return to the Define Smart Form page, clear delete the "Add supplemental field here" placeholder text, and click the "Insert Form Field" to attach your Form Field option to add the newly created form field to the Smart Form.
| Define Smart Form |
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From On the Insert Form Field popup page, select the Desired Input Type and Form Field that form field you wish to attach to the Smart Form. You can choose to make this Form Field form field mandatory as well as change the label that will be attached to the input type. Click After entering the details, click "OK".
| Insert Form Field |
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Repeat this process for as many Form Fields you would like to attach to the current Smart Form. Resize the field(s) if necessary, then click "Save"save the Smart Form.
| Define Smart Form |
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Step 3 - Apply the Content Revision
From On the Manage Content Revision page, click "Return to Manage Revision" in order to to return to the main revision page and apply the changes you have made during this revision.
| Content Revision |
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| Manage Revision |
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| Manage Revision |
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Step 4 - Create or modify an Attribute Revision
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Step 5 - Edit Supplemental Attribute Data
From a Attribute Revision, Administrative Users are able to add new attributes and modify existing attributes.
Your current attributes can be seen on On the Attribute Revision page. Select the Attribute Type , select the attribute you wish to configure, and you will see all attributes of that type displayed in the drop down.
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When the Administrative User selects the an attribute (in this case Research), they are presented with a row of icons that provide them functionality specific to that single attribute. The appears as shown below. The highlighted icon below allows the Administrative User to modify the existing attribute data.
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From On the Manage Attribute page, Administrative Users are able to can edit all the information about the selected attribute such as the Description, Desired Lookup ID, etc. Select the the "Add/View Supplemental Data hyperlink on the Company Attribute" link on this page.
| Manage Attribute |
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From this page When clicked on this link, we can see the Smart Form that we edited in our Content Revision with the appropriate form field and input typewith the edit box to input the attribute value.
Select "Save" to save the entries for all of the form fields.
| Smart Form |
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This will bring you back return to the Manage Attribute page. Click "Save".
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If you wish want to add a different data value to another Company type, you can do so by repeating the process described above process. Say for instanceFor example, if you want to add a different Company Contact to the Company type Retail.Select for the "Retail" company type, select "Retail" under the Company attribute type and click on the the attribute"Manage Attributes".
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Click on the "Add/View Supplemental Attributes" link on the Manage Attribute page.
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Enter a value for the Company Contact and click Savesave the entry.
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Now that you have defined two different values defined for two different types of Companies. Back on the Revision Attributes page, , return to the Manage Attribute Revision page and click "Save".
Step 6 - Apply the Attribute Revision
From On the Attribute Revision page, click "Return to Manage Revision" to return to the main revision page and apply the revision.
| Attribute Revision |
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Apply the revision.
| Manage Revision |
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Where to use supplemental attribute data?
The supplemental attribute that you have created can be used as bind anywhere in the content. Depending on For the attribute type that you have chosen in the invitationcorresponding attribute, the associated attribute value will be fetched dynamically in the content.
LetAs an example, let's create a new content Content Revision and add a Text Catalog as the New Hire's Welcome page. The supplemental attribute that we have created is included as bind in the Text Catalog.
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As System Administrator, navigate to the Organization Home page Config Configuration and change the default New Hire's first time login page to the new Text Catalog that you have created. For more details on editing the home page content refer Home Page Configuration page section in this online documentation.
| Default New Hire Welcome Page |
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Click on the look up icon for Content ID and choose the new text Catalog that was named as New Welcome PageText Catalog.
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Click "OK" and save the new Home Page Config Configuration changes.
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Based on the Company Attribute type attribute selected in on the invitation, the welcome page displays different Company Contact values replacing the supplemental attribute bind.
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The first time login page for the candidate displays the supplemental data for associated with the company Company "Research".
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Example 2: Invitation launched inviting a candidate for the Company "Retail".
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Below shown is the The first time login page for the candidate for the company displays the supplemental data associated with the Company "Retail".
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