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We provide description fields for all Attributes attributes and Address address fields for select Attributesselected attributes, but you may want to store more additional data that is related to the Attributean attribute. For example, you may might want to store the associate a Manager with the a Department or a Pay Rate with a job code.

To accomplish this, we provide you with a Smart Form for each attribute that is designated for adding allows you to add Supplemental Data.  You will add You can create a Smart Form with one or more form fields that , which will be present appear on the Attribute attribute definition page and be stored with the particular Attribute specific attribute value.  You This Supplemental Data can then use the Supplemental data be used to drive your business process processes or as binds in subsequent activities.   In additionAdditionally, in places where the Attribute attribute is prompted, you will have the ability option to view the Supplemental Attribute Data.

How do you add Supplemental Data fields for an

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attribute?

Adding Supplemental Data Fields fields for an Attribute attribute is a 6 Step Process 

1. Create or modify a Content Revision
2. Add or modify Smart Form
3. Add Form Field(s) to the Smart Form
4. Apply the Content Revision
5. Create or modify an Attribute Revision
6. Add/Update/Delete Supplemental data
7. Apply the Attribute Revision

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To create a Content Revision, click the Menu icon and select Create Revision under Revisionsthe menu icon on the top left corner of the page and select "Create Revision" under Revisions from the navigation menu.

From On the Create Revision page, the Administrative User is able to choose between creating a new Content Revision or editing an existing Content Revisionin progress revision.  

To create a new Content Revision, click click "Add a New Value at the top of the page.  To ".  Note: To edit an existing content revision, click click "Search and choose the desire revision from the drop down list.  There can be many Content Revisions that are 'in progress'." and view Content Revisions which are in progress.  

For 'Type', select Content.  'As of Date' is the effective date for the revision you are about to create.  If you wish to add multiple items with different effective dates, you must create separate revisions.  Click  

Click "Reserve" to create the revision.

Click Click "Configure" to enter your changes. 

Step 2 - Modify the

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Supplemental Attribute Smart Form

On the Content Revision page, click click "Review/Update Update" for   Smart Forms.  All All supplemental data for an attribute will can be added through the use of using Smart Forms.  Smart Forms These forms allow Administrative Users to include input forms in the system, attaching with the entered values attached to binds that can be used throughout the process.

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On the Smart Form lookup page, select the desired appropriate Smart Form for the attribute to which you wish want to add supplemental data.  There exists a Supplemental Data Smart Form for each . Each Master Attribute you have defined in the system .  In has a corresponding Supplemental Data Smart Form. In this example, we will be adding Supplemental Data to a Company Attributeattribute.    

On the Define Smart Form page, the Administrative User is able to add Form Fields to their page, allowing users to enter their own supplemental data.  Click add form fields according to the Supplemental Data you want to include.

To add form fields, click the "Create/View Form Fields in order to add a Form Field to desired page.  " link.

Current Form: it will print in the form that the file is originally in

PDF Template:

selecting this will spawn another field below it
Image Removed

Clicking on the lookup will pull up all of the PDF Templates that are in your system

Clicking on the box with the arrow going out of it on the right side will:pull up the 'Revise PDF Template' page if you leave it blank (the box between the lookup and this icon

Item #	Item Name	Description
1	Form ID	Internal ID number of the Smart Form that is currently selected
2	Description	Description for the Smart Form
3	Override Save Button Label	Define the label of the button the supplemental data page (eg. "verify", "submit", "approve" etc.)
4	Enable Print	Allows the form to be downloaded by a user during the Onboarding Process
5	Print Source (Enable Print : Enabled)	)
pull up the 'Define PDF Template Form' page for that particular PDF Template that you selected For more information about PDF Template, click here 6	Create/View Form Fields	Create and view existing Form Fields
7	Insert Form Fields	Places the Form Field on the page, binding the input value to the variable defined during the Form Field setup

On the Define Form Fields page, click click "Add a New Value in order " to create a new Form Fieldform field.  If you already have already created a the corresponding form fieldfields, you can view and modify existing form fields them by using the search function below.

On the Define Form Field Pagepage, enter a Field Description and select the desired Field Type.  The Form Field The form field changes the accepted input field typeField Type.  In this example, we are adding a Character for the name of the Company Manager.

* if you wish to have a single character input, you do not need to fill out the Translate Table Values section.  This section is strictly for creating a Drop Down selection.

After entering the required information for your Form Field.  Click Save in order , click "Save" to attach this the newly created Form Field form field to a Smart Form.  

Return to the Define Smart Form page, clear delete the "Add supplemental field here" placeholder text, and click click the "Insert Form Field to attach your Form Field " option to add the newly created form field to the Smart Form.

From On the Insert Form Field popup page, select the Desired Input Type and Form Field that form field you wish to attach to the Smart Form.  You can choose to make this Form Field form field mandatory as well as change the label that will be attached to the input type.  Click OKAfter entering the details, click "OK".

Repeat this process for as many Form Fields you would like to attach to the current Smart Form.   Resize the field(s) if necessary, then click Savesave the Smart Form.

Step 3 - Apply the Content Revision

From On the Manage Content Revision page, click click "Return to Manage Revision in order to " to return to the main revision page and apply the changes you have made during this revision.

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Step 4 - Create or modify an Attribute Revision

To create an Attribute Revision, click the Menu icon and click Create Revision under Revisions.

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From this page, an Administrative User can either search for an existing revision to modify, or they can click Add a New Value at the top of the page if they wish to create a new revision.

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You can refer to Attribute Revision page for Please click here for instructions on creating a new Attribute Revision.

Step 5 - Edit Supplemental Attribute Data

From a Attribute Revision, Administrative Users are able to add new attributes and modify existing attributes.

Your current attributes can be seen on On the Attribute Revision page.  Select the Attribute Type , select the attribute you wish to configure, and you will see all attributes of that type displayed in the drop down.

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When the Administrative User selects the an attribute (in this case Research), they are presented with a row of icons that provide them functionality specific to that single attribute.  The appears as shown below. The highlighted icon below allows the Administrative User to modify the existing attribute data.  

From On the Manage Attribute page, Administrative Users are able to can edit all the information about the selected attribute such as the Description, Desired Lookup ID, etc. Select the the "Add/View Supplemental Data hyperlink on the Company Attribute" link on this page.  

From this page When clicked on this link, we can see the Smart Form that we edited in our Content Revision with the appropriate form field and input typewith the edit box to input the attribute value.  

Select Select "Save" to save the entries for all of the form fields.

This will bring you back return to the Manage Attribute page. Click "Save".

If you wish want to add a different data value to another Company type, you can do so by repeating the process described above process. Say for instanceFor example, if you want to add a different Company Contact to the Company type Retail.Select for the "Retail" company type, select "Retail" under the Company attribute type and click on the the attribute"Manage Attributes".

Click on the "Add/View Supplemental Attributes" link on the Manage Attribute page.

Enter a value for the Company Contact and click Savesave the entry.

Now that you have defined two different values defined for two different types of Companies. Back on the Revision Attributes page, click Save, return to the Manage Attribute Revision page and click "Save".

Step 6 - Apply the Attribute Revision

From On the Attribute Revision page, click click "Return to Manage Revision" to return to the main revision page and apply the revision.

Click Apply.

Where to use supplemental attribute data?

The supplemental attribute that you have created can be used as bind anywhere in the content. Depending on For the attribute type that you have chosen in the invitationcorresponding attribute, the associated attribute value will be fetched dynamically in the content.

LetAs an example, let's create a new content Content Revision and add a Text Catalog as the New Hire's Welcome page. The supplemental attribute that we have created is included as bind in the Text Catalog.

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As System Administrator, navigate to the Organization Home page Config Configuration and change the default New Hire's first time login page to the new Text Catalog that you have created. For more details on editing the home page content refer Home Page Configuration page section in this online documentation.

Click on the look up icon for Content ID and choose the new text Catalog that was named as New Welcome PageText Catalog.

Click "OK" and save the new Home Page Config Configuration changes.

Based on the Company Attribute type attribute selected in on the invitation, the welcome page displays different Company Contact values replacing the supplemental attribute bind.

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The first time login page for the candidate displays the supplemental data for associated with the company Company "Research".

Example 2: Invitation launched inviting a candidate for the Company "Retail".

Below shown is the The first time login page for the candidate for the company displays the supplemental data associated with the Company "Retail".