Content Comparison

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Click the Value/Process Variable lookup icon.

Select the Manufacturing company.

Click Add to add another criteria row.

Select the logical operator for this criteria.  In this example, select we have selected And.  Click the lookup icon for Process Variable.

Select Location Attribute ID from the list.

Select In for the Operator, then click List of Values.

Click Add Attribute(s).

Select California locations.

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The New York location is shown.  Click OK.

Click Save.

To apply these newly added changes, make sure to select Save at the bottom of the page.

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This action will bring you back to the Process Revision Configuration page where you can continue to change your configuration or apply the revision if you are done.

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To add Contextual Content, an Administrative User must be in an active Process Revision, and navigate to the Process Revision Configuration page.

Select the Master Attribute you wish to add Contextual Content.  The available Contextual Content will be displayed in the icon list for the corresponding Attribute.  In this example, you are examining the Western US Business Unit which allows the upload of a policy or benefit.  

From the Contextual Onboarding Content Revision page, select the Smart Form or Checklist that you wish to add to your business process.

Select Save to apply the changes. This action will bring you back to the Process Revision Configuration Page.  

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 To see the newly added content, select Edit under the Manage Business click Configure Business Process Rules icon  link on the left hand side of the Process Revision page.

The content that was added was a policy, and can now be seen under the Policy section on the Define Business Process Rules page.

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* If you choose the root node for one of the attributes above, you will be able to change the Homepage Content for any role.  If you choose a node that is not the root node, you will only be able to add Homepage Content to the New Hire role.

From the Process Revision Configuration page, select one of the 5 available attributes to add Homepage Content.  In this example, you are adding Homepage Content to the Western US Business Unit.

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Choose the Content Category you wish to modify.

In this example you are adding an image to the Gallery Category. Click OK.

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Step 3 -

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If the changes made in the revision affect the business process, the security must be set up for the new activity, to specify which types of users have access.  Refer to Manage Content Security for details.

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Apply the Revision

The configuration changes made will not be in effect until you 'Apply' the revision.  To apply the revision, select Click Return to Manage Revisionand select Apply at the bottom of the page.

On the Manage Revision Screenscreen, click Apply to confirm all changes made throughout the revision.