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1. Create or modify a Content Revision
2. Add or modify a Smart Form
3. Add Form Field 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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On the Manage Revision page, the Administrative User is able to 'Apply' or 'Withdraw' the revision.  Applying will push the changes you made in the revision to the master tables, reflecting the changes you made throughout the system.  Withdrawing will discard the revision causing all of the changes you made in the revision to be discard and thus not reflected in the system.

Step 4 - Create or modify

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an Attribute Revision

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

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.

Enter the revision information, then click Reserve.

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Click Configure.

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

Step 5 - Edit Supplemental Attribute Data

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

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

These attributes are able to be structured as a tree if your organization chooses to do so.  In order to add an attribute, it is important to note where you would like the attribute to be located on the tree structure. 

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

From the Revision Attributes page, Administrative Users are able to edit all information about the selected attribute such as the Description, Desired Lookup ID, etc.

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Select  Select the Add/View Supplemental Data hyperlink on the Company Attribute.    

From this page we can see the Smart Form that we edited in our Content Revision with the appropriate form field and input type.  

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

This will bring you back to the Revision Attributes page. Click Save.

If you wish to add different data value to another Company type, you can do so by repeating the above process. Say for instance, you want to add a different Company Contact to the Company type Retail.

Select "Retail" under Company attribute type and click on the the attribute

Click on Add/View Supplemental Attributes on Revision Attributes page.

Enter value for Company Contact and click Save.

Now that you have two different values defined for two different types of Companies. Back on the Revision Attributes page, click Save.

Step 6 - Apply the

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Attribute Revision

From the Attribute Revision Configuration page, click Return to Manage Revision.

Click Apply.

When an attribute is prompted anywhere in the invitation or onboarding process, if the attribute has supplemental data associated a View Supplemental Data link is presented.  Click the link.

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The supplemental attribute data is presented.

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Supplemental Attribute Data

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Where to use supplemental attribute data?

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

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

Save and apply the Content Revision.

As System Administrator, navigate to Organization Home page Config 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 home page content refer Home Page Configuration page.

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

Click OK and save the new Home Page Config changes.

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

Example 1: Invitation launched inviting a candidate for the Company "Research".

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

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

Below shown is the first time login page for the candidate for the company "Retail".