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Tip

Forms can be created or edited directly from the flow, if necessary. Click the form to be edited, (the New Form if you are just creating it) then click the  icon to open the form designer. This copy of the form is not the same as the one we created in the Form Designer. Changes to the form in the flow will not affect the original form that was dragged from the palette. 


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Click on the Employee, Allowances, Education and Confirmation steps and assign the Employee role to all of them.  Click on the Approval form and assign the role of manager. Click on the Office Use only form and Click the (Task) Assignment section in the property panel on the left. Select the HR role from the choices shown in the Assign to Role(s) section. Click on the Settings tab. You can customize the Continue Label to something like  "Send to ECM" if you want. Click Submit. Continue the tutorial to setup Quick View for the Approval form, Geo Location for the Employee Information form, Task Email notification and the W - 4 pdf for the flow.

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Info

If you want to capture the current location of the new employee when they are filling out the Employee Information form, turn on

Frevvoproduct
' location feature. Click on the Employee Information form to highlight it in the flow designer. On the Property panel that displays on the left, Click on General Settings. Scroll to the last tab. There is a tab for the Geo - Location feature. We added a rule to the Employee information form to take advantage of the iPad location services earlier in this tutorial. Once you have the rules in place, you can choose to have the rules execute when the form loads (the On Load) option of the Geo-Location dropdown or specify a custom time period of how often the rules should execute (the custom option of the Geo Location dropdown). Check Detailed Location to capture additional information, like an address, based on the location.

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Setup Quick View 

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  1. Enable the Quick Approval Slider.
  2. The Approval Control will display all sections of your form that meet the criteria of an Approval control. In this case, there should only be one - the Manager Review section of the Approval form.
  3. Select the Manager Review Option from the dropdown.
  4. Type a Summary statement that will appear on the Task List, if desired. This is essentially the same as the Task Information so if you have set that up already you can leave the summary blank.  To add the new employee SSN to the Quick View, type SSN: followed by the templatized string for the Social Security field. Clicking on the Control dropdown will list all the controls in all the forms in your flow in alphabetical order.
  5. The Manager Review section should be listed in the Approval Control box.
  6. Click the save and exit icon to close the wizard. You will see the lightening bolt on the Approval flow activity if Quick View is setup correctly.
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Quick View Wizard

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Task List on Jerry's iPhone

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Quick View on Jerry's iPhone

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You can configure the email that is sent when the flow is put on someone's Task List. Jerry , the Manager, receives an email notifying him if there is a new task in the Task List. To set this up, click on the (Task) Assignment Section in the property panel. Make changes to the Task Notification Email section at the bottom of the Wizard as shown below. Notice the Templatized Strings in the message shown in the image below.

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Jerry, the manager, will receive an email informing him that there is a New Employee On Boarding task on his Task List. Notice the {task.list.url} is replaced by the link to Jerry's task list. When Jerry clicks this link, he will be directed to his task list. He will have to login if he is not signed on to access it.

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Open the Employee On Boarding workflow in the flow designer. Click on the view forms generated by the form/flow icon on the toolbar.  Existing mapped pdfs for your form/flow will be listed.

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Since we have not mapped a pdf yet, there will be none listed.

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Upload PDF Acroform Templates

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