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Click on Add a New Value.
| Add a New Value |
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Select Content as the Type, and enter the Revision Date, Description and Business Process ID.
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| Manage Revision Page |
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Click on Configure.
| Configure |
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Click on Add on the PDF Templates tile.
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| Manage Content Revision Page |
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Click on the Content Name that correlates to the PDF Template you want to modify.
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| Anchor | ||||
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The PDF Template new activity shows under the Onboarding activityonboarding step. Click on the Smart Form activity that you just added.
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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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Back on On the Business Process Rules page, scroll down and click Save.
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