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Create a Content Revision or modify a Content Revision that is In Progress.
Click on Review/Update in for the content type PDF Templates tile.
| Manage Content Revision Page |
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Click on the Content Name that correlates to the PDF Template you want to modify.
| PDF Templates Page |
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Change any information/details that requires changes.
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After After the changes have been made, click Save.
| PDF Template Form Page |
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Click on Return.
| PDF Template 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 a Smart Form?
Create a Content Revision or modify a Content Revision that is In Progress.
Click on Add on for the content type Smart Formstile.
| Manage Content Revision Page |
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Enter the required fields.
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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.
| Define Smart Form Page |
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Enter text to be presented to the user.Click 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.
| Process Revision Configuration Page |
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Click on Add under the onboarding step that you want the PDF Template/Smart Form to appear.
| 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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Click on Assign Actions to Content Security.
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Click on OK.
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Scroll down on the Content Security Information Page and click Save.
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Click on Back on the Process Revision page, click Return to Manage Revision.
| Process Revision Configuration Page |
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Click Apply.
| Manage Revision Page |
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