Table of Contents
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Field | Behavior |
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PDF Name | Name that describes the PDF Form |
Description | To find the PDF Form easily, name it accordingly |
Output File Name | Save the PDF Form to a file |
Participant Pool | The Role Type that will see the PDF Form |
Required/Optional |
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Allow Bypass |
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Override Save Button Label |
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Enable I Agree |
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Acknowledge text |
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Enable Print |
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Print Source |
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File Name |
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PDF Template in the New Hire Flow |
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Example: PDF Tempalte as Template as fillable form
While creating the PDF Template, lets take pre-fill data for Name and Gender as 'Yes' and other fields as 'No'.
At run time, the Name and Gender fields will have the data prepopulated and the other fields are to be filled as shown below.
(II) Add PDF Template to the Smart Form and then include the Smart Form in the process through Process Revision.
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You can enable bypass option while defining a new PDF Tempalte Template or modifying an existing one. Check Allow Bypass option on the PDF Form.
When the option is set, the participant pool that will see the PDF Template, will have the ability to bypass this activity. So it is the users choice that they can either complete the activiy activity or opt for bypass.
PDF Form - Bypass option |
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When the PDF Form appears in the New Hire process, the New Hire will have the ability to bypass the activity.
Click on the Bypass Activity gadget on the right corner of the page.
Bypass Activity |
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Enter you comments and click Submit.
Bypass Activity |
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The completed bypass activity is shown as below. After the activity is bypassed, the user can still complete the activity if they want to.
Bypass Activity completed |
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