Form View

Modifying the layout of a Form
Organizing Forms under a Tab
Previewing a Form
Previewing Forms based on Roles
Custom Actions
Features in Custom Action
Criteria Based Custom Action
Custom Action - Use Cases
Uploading Profile Pictures of Employees for the Employee Database
Uploading Travel Documents in a Bulk
Unique Identifiers
Unique Identifiers-Use Cases
Setting Unique Identifiers for Bulk Upload

Modifying the layout of a Form

Your forms can either be in a Single page or Multi-page layout if there are a lot of fields. After creating your form, go to Form properties, and under Form Layout, select Single-page layout or Multi-page layout.

Click here to know how to create a form.

Organizing Forms under a Tab

From your home page, go to Settings (gear icon) > Forms and Tabs > Tabs
Use the drag and drop option to re-arrange the forms as per your need

Forms can also be re-arranged between tabs by using this option. It is also possible to use the drag-and-drop option to re-organize the Tabs.

Previewing a Form

You can preview any form that you have created and customized by clicking on the Ellipsis icon > Preview Form

Previewing Forms based on Roles

Yes. This is possible. Once you have created the form or customized the form and set various permissions, you can follow the steps given below to preview it, based on roles.

From your home page, go to Forms and Tabs > Forms
Go to the form that you need to preview and click on the ellipsis icon
Select Preview Form
On the top right corner, click on Showing as Admin
From the list, select the role for which you would like to preview the form

You will be able to see the form as it appears for that particular role.

Custom Actions

Custom Action is an integral part of Automation as it enables you to manually add specialized actions. You can add customized buttons for different actions thereby making the system more flexible and our Forms more customizable. Both Users and Admins can access customized actions in accordance with their needs and set permissions.

It enables you to manually add Customized buttons that trigger the desired action.
It helps you set Custom buttons in the record hence the action can be triggered then and there from the Form.
Utilizing Custom Button, you can trigger mail alerts, set field updates and add custom functions.
The Links option aids in accessing links of internal and external sources in the form itself.
Documents can be added to the form to be downloaded and read as a part of the form using 'Document Download'

Features in Custom Action

Custom Button

These are specialized buttons that can be customized for various actions. This is the quickest way to do any action i.e a single click of this single button triggers the required action.

Mail alerts: Mail alerts can be mapped to the button.
Check Lists: A to-do series of tasks can be defined.
Field updates: In any case, a change in the provided field can be updated in all the selected Forms.
Custom Functions: Specific function scripts can be written to meet unique needs.
E-Signature Documents: Link a document that requires an E-Signature. (For Employee, Candidate form only)

Criteria Based Action

Besides default actions, a series of criteria can be imposed. Criteria based action allows for triggering actions when a specified criteria is met.

Note: This feature is only applicable when Employee and Candidate forms are used.

Upto 10 Criteria can be specified
For each criteria a separate action can be specified.
Criteria wll be checked in order, starting from 1. When a certain condition is satisfied the corresponding action will be executed
In case of multiple criteria, only the action of the first satisfied criteria will be executed.

Document Download:

Documents that need to be read then and there like Company Leave policy, Anti-harassment policy etc can be added to the form using this option.

Custom Action - Use Cases

Let us consider these use cases and how they can be achieved with the use of Custom Actions.

Sending a probation confirmation letter from the Employee form

If you would like to send a probation confirmation letter to employees viewing their date of joining recorded in the Employee form, this is possible by setting up a 'Send Probation letter' button in the form view.

Go to Settings > Forms and Tabs > Custom Action
Click on Add Custom Action

Click Custom Button
Select Employee form from Form Name drop down
Enter Name as Send Probation Letter
Set permissions to access the Custom Button by selecting the reporting to or 'HR' from teams under Custom Action enabled for
Position the button to be in Record view as you can send the letter after viewing the date of joining listed in the form
Click on Mail Alerts under Actions to be performed
Add a new mail or choose from an existing mail template. In this case add a new mail alert by filling in the mail alert name, subject etc

Tip: Click here to know more about mail alerts

Type in the message with the available merge fields

eg: Dear ${FirstName}, We are pleased to inform that you have joined the organization on ${Dateofjoining} and have successfully completed your probation.

Click Save
Now go back to the Custom Action page and add the new record template.
Click Save

Now you have set a custom button in the form itself to send the Probation Confirmation Letter.

Setting a Custom Action to download the Salary Slip from the form

This is possible by adding a Custom Action to download the Salary Slip document from the respective form.

Go to Settings > Forms and Tabs > Custom Action
Click on Add Custom Action
Select Document Download
Select Employee Salary from Form Name drop down
Provide Name as Salary Slip Download and Set Custom Action allowed to all roles by checking every Role listed
Position the button to be in Record listing
Set visibility of the button to all by selecting multiple views from the Visible for drop down.
Add a ready-made Record Template or Create a new one by clicking on + button. Set the respective Form name in this case Employee Salary form, Template name and type in the message by merging the available fields. Click Save
Go back to Custom Action page and add the new record template

Click Save

You can now view the Salary Slip Document available for download in the Employee Salary Form.

Converting Currency from USD to INR in a Travel Expense Form

Let' suppose that a travel expense claim has been made for travel to the US. If you would like to view the claim in USD converted to INR right there in the Travel Expense form, it is possible with the help of Custom Actions. By enabling a 'Convert Currency' button in the form by linking the field value to a currency converter. The converted currency value will appear in another tab.

Go to Settings > Forms and Tabs > Custom Action
Click on Add Custom Action
Select Travel Expense from Form Name drop down
Provide Name as Convert Currency and Set Custom Action allowed to all roles or select from teams, roles and departments
Position the button to be in Record listing
Select Employee view to make it visible to employees or choose multiple options to make it visible to all.
Provide the specific URL in the URL to be accessed box
You can customize the URL with unique domains by clicking on the + icon at the end of the URL box

Click Save

Now in your Travel Expense Form, you can view the custom button named Convert Currency. Click on it to convert USD into INR. This will take you to another tab wherein the claim amount converted to INR can be viewed.

Setting a Custom Action Button to send Address Proof letter

If you would like to have the address proof letter updated dynamically and sent to employees as and when there is a request raised, this is possible with the help of Custom Actions.

You can create a Custom Action for this. I.e - You can have a custom action configured so that when you click on the 'Send Address Proof letter' button, the address proof template will get automatically updated according to the details of the record selected. Follow the steps given below to do this.

From your home page go to Settings > Forms and Tabs > Custom Action
Click on Add Custom Action
Go to Document Download
Select the Employee form the form name drop-down
Give a name - for eg - Send Address Proof letter
Under Custom Action enabled for, select Admin from the Role option
Under Positioning of the button, select In Record Listing
Under Mail Merge Template, select Address Proof Letter

Click Save

Once this is done, you will be able to see the Send Address Proof Letter button for all records. As an admin, when you get a request for this letter from the Employee, you can have the letter sent to the respective employee by clicking on the Send Address Proof Letter button.

Setting a Policy Document Download button for Team Member, Admin and Manager (Criteria Based)

From your home page go to Settings > Forms and Tabs > Custom Actiono to Settings > Forms and Tabs > Custom Action
navigate to Document Download tab
Select Employee form. (Candidate form can also be used)
Specify name as Policy Document Download
Select the three Roles under Custom Button Enabled for option
Position of the button can be In Record View
Record Template template type is selected
Select Criteria Based Action radio button
Now create three criteria
First criteria will be for policy download document for Admin Role members, Second criteria will be for Team Members and finally third criteria for Managers
Now each of these criteria can be linked to it's own specific record mail template

Note: Here 3 criteria check employee Role, a specific download button will be displayed linking to the respective mail template. (Admin Template for Admins, Team Member Template for Team Members and so on.

Uploading Profile Pictures of Employees for the Employee Database

To change the image of a single employee:

From your home page, go to Organization > Employee
Click on the image column and click on Change Image

Drag a photo/select a photo from your system
Crop the photo if needed
Click on Set as profile photo

To upload an image for more than one employee:

From your home page, go to Organization > Employee
Click on the ellipsis icon and select Bulk File Upload

Under Upload data for, select Photo
Under Upload based on, select the unique id (either the employee ID or the email ID)
Click Upload file

Click Submit

Note: The file should be in Zip format and should be within 50 MB size.

The file uploaded should have the same name as the unique id mapped (Emp id or Email id) Eg -File name can be 3345.jpg if Emp id is selected as the unique id.

Uploading Travel Documents in a Bulk

From your home page, go to Travel > Travel Request
Click on the ellipsis icon and select Bulk File upload
Under Upload data for, select the file upload field name for which you would like to upload files - In this case, the field name could be 'Travel documents'
Under Upload based on, select the unique id (in this case it could be Travel ID)

Click Upload file
Click Submit

Tip : Click here to know how to set a field as unique id field.

Note: The file should be in Zip format and should be within 50 MB size.

The file uploaded should have the same name as the unique id mapped (In this case, the unique id could be the Travel ID)

The form in which bulk upload is done should have list view (You should be able to view it from self-service) and it should contain a unique field.

Unique Identifiers

When you need to mark a field as a unique field, you can make use of the 'No Duplicate' option. However, when you want to group a set of fields, which in combination should be unique, then you can make use of the Unique Identifier(s) option.

Note: If the field is selected under 'No Duplicate' under Field properties, then the field will not get listed under 'Unique Identifier(s)'

The fields that are grouped under 'Unique Identifier(s)' will be treated as mandatory fields

Unique Identifiers-Use Cases

Use case 1:

Consider this scenario, where you want to upload only one salary slip for a month in the Salary form for an employee. In this case, you can combine the fields, Employee ID, Month and group them as Unique Identifiers. When you do it, this set will act as an identifier. I.e - the grouping will ensure that when there is a duplicate entry added for this combination, it will not be allowed.

Tip: You need to ensure that the fields Emp ID and Month are present in the salary form.

Follow the steps given below to group these fields as Unique Identifier for the Salary Form.

From your home page, go to Settings > Forms and Tabs
Go to the Salary Slip Form
Under Form Properties, go to Unique Identifier(s)
Select the Emp ID and Month fields

Note: In the Salary Slip form, there should be 'Add Record' done already for the payslips to be uploaded.

The Emp ID here can be the lookup linked to the Employee Form and the Month field can be a drop down.

Now, these two fields have been grouped as Unique Identifier(s).

Use Case 2:

Consider a scenario which involves the Training Registration form. Here, the company might want to restrict employees from registering for a training more than once. This can be handled with the help of Unique Identifiers.

From your home page, go to Settings > Forms and Tabs
Go to the Training Registration Form
Under Form Properties, go to Unique Identifier(s)

Emp ID may be the lookup linked to the Employee Form and Training ID may be a lookup linked to the Training Details form.

Now the Emp ID and Training ID are grouped as Unique Identifier(s). There can be only one request added by an employee (in this combination)

Use Case 3:

Consider a scenario where you would like an employee to raise a request for an asset only once. Here you can also add another field to define that whether it is a new request or an upgrade, the request can be raised only once.

Follow the steps given below

Select the Emp ID and Training ID fields
From your home page, go to Settings > Forms and Tabs
Go to the Asset Form
Under Form Properties, go to Unique Identifier(s)

Here, Type of Asset is a drop down with options like Laptop, Mobile etc and Type of Request is another drop down with options - New and Upgrade.

Setting Unique Identifiers for Bulk Upload

Under Bulk upload:

This option can be used even while importing files in a bulk to the form.

To set Unique Identifiers during bulk upload:

Note: The file should be in Zip format and should be within 50 MB size.

The files should follow the same format, as the Unique Identifier(s) and should be separated by the separator that you have given. The separator used should not be part of any of the field values that are uploaded. For example, If the Employee lookup is in the format first name - last name, then hyphen cannot be used as a separator.