Content Comparison

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Click on on the one(s) that you added. Then click OK. 

The PDF Template will show up under the Onboarding activity. Click on the one(s) Smart Form that you just added. Then click OK.

There are two options: Always Route and Add Criteria.Add Criteria Route if criteria is met.

'Route if criteria is met' refers to being more specific on who can see the PDF Template, and therefore who it affects.

Always Route means that it will always show up in that section for the specific Participant Pool.

If you want to be more specificationspecific, click on Add Criteria, and go on Route if criteria is met and go to the next step.

Select Attributes will appear and you can click on any of the Master Attributes in order for it to expand (seen below with Business Unit).

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For example, if you select Western US under Business Unit with specific Attribute ID value, only the New Hires (specified by the Content Revision) that are going to work in the Western US business unit having that value will have to complete the PDF Template. The New Hires working in Eastern US Others would not see the the  PDF Template form.

Click on OK after clicking on the attribute.

If you do not want to specify using attributes, but want it to appear for everyone in that participant pool, go to the next step.

When you want the PDF Template to always show up for the respective Participant Pool in that step of the process, regardless of other criteria, then click Always Route.

Click on OK Save.

Scroll Back on the Business Process Rules page, scroll down and click on  Save.

Under Manage Content Security, click on Edit.

Click on Assign Actions to Content Security.

Click on OK.

Scroll down , click on on Content Security Information Page and click Save.

Click on Return to Manage Revision.

Click Apply.