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Select a PDF Template.
| Look Up PDF Template Box |
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You can view the PDF Template by clicking on the box with the arrow going out of it, next to the file name.Click on Save.
| Define Smart Form Page |
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Enter text to be presented to the user. Click on Save.
| Define Smart Form Page |
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Click on Return to Manage Revision.
| Manage Content Revision Page |
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Click on Apply.
| Manage Revision Page |
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How do you add a PDF Template to the onboarding process?
After the PDF Template has been added to a Smart Form, create a Process Revision or modify an In Progress Process Revision to include the Smart Form in the process.
Click on Editon Configure Business Process Rules.
| Revision Configuration Page |
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| Define Business Process Rules Page |
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Check the Select box for the one(s) that you added. Then click OK.
| Select Actions Page |
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| Anchor | ||||
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The new activity shows under the onboarding step. Click on the activity that you just added.
| Business Process Rules Page |
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There are two options for routing: Always Route and Route if criteria is met.
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In this example, check Route if criteria is met.
| Action Details Page |
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Criteria for routing can be entered. The criteria can be as complex as you would like. In this example, only New Hires in Business Unit 00001 will see the PDF Template activity in their onboarding process.
Click on Save after specifying all of the criteria.
| Select Attributes Box |
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On the Business Process Rules page, scroll down and click Save.
| Define Business Process Rules Page |
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Under Manage Back on the Process Revision page, click Configure Content Security, click on Edit.
| Process Revision Configuration Page |
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Click on Assign Actions to Content Security.
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