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- Create or modify a Content Revision
- Add or modify a Smart Form
- Add Form Field 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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Your current attributes can be seen on the Attribute Revision page. Select the Attribute Type you wish to configure, and you will see all attributes of that type displayed in the drop down.These attributes are able to be structured as a tree if your organization chooses to do so. In order to add an attribute, it is important to note where you would like the attribute to be located on the tree structure.
Process Revision |
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When the Administrative User selects the attribute (in this case Research), they are presented with a row of icons that provide them functionality specific to that single attribute. The highlighted icon below allows the Administrative User to modify existing attribute data.
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From the Revision Attributes page, Administrative Users are able to edit all information about the selected attribute such as the Description, Desired Lookup ID, etc.
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Select Select the Add/View Supplemental Data hyperlink on the Company Attribute.
Smart FormRevision Attributes |
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From this page we can see the Smart Form that we edited in our Content Revision with the appropriate form field and input type.
Select Save to save the entries for all of the form fields.
Smart Form |
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This will bring you back to the Revision Attributes page. Click Save.
Revision Attributes |
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If you wish to add different data value to another Company type, you can do so by repeating the above process. Say for instance, you want to add a different Company Contact to the Company type Retail.
Select "Retail" under Company attribute type and click on the the attribute
Click on Add/View Supplemental Attributes on Revision Attributes page.
Enter value for Company Contact and click Save.
Now that you have two different values defined for two different types of Companies. Back on the Revision Attributes page, click Save.
Step 6 - Apply the Attribute Revision
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Click Apply.
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 the attribute type that you have chosen in the invitation, the associated value will be fetched dynamically.
Lets create a new content Revision and add a Text Catalog as New Hire's Welcome page. The supplemental attribute that we have created is included as bind in the Text Catalog.
Save and apply the Content Revision.
ake When an attribute is prompted anywhere in the invitation or onboarding process, if the attribute has supplemental data associated a View Supplemental Data link is presented. Click the link.
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