What is Supplemental Attribute Data?

We provide description fields for all attributes and address fields for selected attributes, but you may want to store additional data related to an attribute. For example, you might want to associate a Manager with a Department or a Pay Rate with a job code.

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

How do you add Supplemental Data fields for an attribute?

Adding Supplemental Data fields for an 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

Step 1 - Create or modify a Content Revision

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

On the Create Revision page, choose between creating a new Content Revision or editing an existing in progress revision.  

To create a new Content Revision, click "Add a New Value".  Note: To edit an existing content revision, click "Search" 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 "Reserve" to create the revision.

Click "Configure" to enter your changes. 

Step 2 - Modify the Supplemental Attribute Smart Form

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

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

On the Smart Form page, add form fields according to the Supplemental Data you want to include.

To add form fields, click the "Create/View Form Fields" link.

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

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

After entering the required information, click "Save" to attach the newly created form field to a Smart Form.

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

On the Insert Form Field popup page, select the Desired Input Type and form field you wish to attach to the Smart Form.  You can choose to make this form field mandatory as well as change the label that will be attached to the input type.  After 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 save the Smart Form.

Step 3 - Apply the Content Revision

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

Step 4 - Create or modify an Attribute Revision

Please click here for instructions on creating a new Attribute Revision.

Step 5 - Edit Supplemental Attribute Data

On the Attribute Revision page, select the attribute you wish to configure, and you will see all attributes of that type displayed in the drop down.

When the Administrative User selects an attribute (in this case Research), a row of icons appears as shown below. The highlighted icon below allows the Administrative User to modify the existing attribute data.  

On the Manage Attribute page, Administrative Users can edit all the information about the selected attribute such as the Description, Desired Lookup ID, etc. Select the "Add/View Supplemental Data" link on 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 with the edit box to input the attribute value.  

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

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

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

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

Enter a value for the Company Contact and save the entry.

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

Step 6 - Apply the Attribute Revision

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

Where to use supplemental attribute data?

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

As an example, let's create a new 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.

Save and apply the Content Revision.

As System Administrator, navigate to the Organization Home page 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 section in this online documentation.

Click the look up icon for Content ID and choose the new Text Catalog.

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

Based on the Company attribute selected on 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 associated with the Company "Research".

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

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