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  • We will use rules to calculate the total allowances. 
  • We will add another rule that will add the values for the A_Allowance, C_Allowance and D_allowance controls and store it in the Total_Allowances field. 

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    titleClick here to see how to create this rule

    The Visual Rule Builder consists of 3 wizards:

    • Condition wizard - describe the conditions under which a set of actions should be executed
    • Action wizard - declare the actions that should be taken when the condition is true
    • Else Action wizard - declare the actions that should be taken when the condition is false
    1. Click the to add the rule.
    2. Name it Compute Total Allowances
    3. Click Next - this is the Action wizard
    4. Select Total_Allwance Allowance from the first dropdown.
    5. Select to from the second dropdown
    6. Type Sum in the third field. The function shows in the dropdown. Select function Sum
    7. Type A_Allowance, C_Allowance, D_Allowance inside the sum bracket.
    8. Close the function.
    9. Click Finish

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  • Change the label and name of the third column to Institution
  • Make the Degree Attained column by dragging a dropdown control from the palette into the table.  Move it to the righmost rightmost position.
  • Change the label of the fourth column to Degree Attained and its name to DegreeAttained.
  • Changes made to one cell in a column will apply to all cells in the column. Click on one of the cells in the Degree Attained column. Specify choices for the Degree Attained in the Options section of the Property pane.  Here is an example:

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Open the Flow Designer by clicking on the Flows menu item. Click on the  icon to create the new Employee On Boarding flow. Drag and drop your Employee Information, Allowances, Education History, Confirmation, Approval and Office Use Only forms from the palette to the flow editor.  Review this documentation for information about the Flow step properties you can set up. In the image below, the new employee will see the Navigation toolbar to chart progress when filling out the screen flow. Click the  icon Image Added icon in the toolbar. With the who Who can use start the flow permission visible in the dropdown, select Public in Tenant in Authenticated Users(Login required) in the Visibility dropdown. New employees will have to log onto the tenant to access the flow. Check to see that the deployment is set  to Production.

Click on the Confirmation Form and customize the . Click on the General Setting in the property panel on the left. Customize the Continue Label for this step of the flow to say "Send to Manager". Click Submit.

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, Personal 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 select the 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 section of the Form Property panel(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, there Click on General Settings. Scroll to the last tab. There is a section 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 Loc Location to capture additional information, like an address, based on the location.Image Removed

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Setup Quick View 

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The Approval form consists of one section named Manager Review. This section has one control in it – a text area for comments and the Text/Signature image choice selected on the Security Tab. This section meets the criteria for an Approval Control and can be setup for the Quick View feature. Highlight the Approval form in the flow by clicking on it and then click on Setup Quick View General Settings in the Property pane. Scroll to the Quick Approval tab:

  1. The Setup Quick View wizard 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 by be one - the Manager Review section of the Approval form.
  3. Check the Enable boxSelect 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 Approval form in the flow then click on the "Setup Task Notification Email" link and make changes to the Task Notification wizard(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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There are several ways to test the Employee On Boarding Flow. We will use a

Frevvoproduct
 space which can be a valuable tool for testing mobile forms on the iPhone and iPad. Before creating your space, make sure the visibility of your Employee On boarding workflow is set to public or public in tenant Anyone or Authenticated Users and that it is deployed to production.

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  1. Log in as the designer. Click on the Spaces tab.
  2. Click  to create a new space, type a Space ID and Space Name, and then click Create.
  3. Since we set the state of the Employee On Boarding flow to Production in a previous step, it will automatically be included, along with the Task List as menu items in the newly created space. 
  4. Click the  Edit icon.  Click the icon to hide the left panel and select regular for the form width from the Min Width dropdown on the Property pane.
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  5. If your
    Frevvoproduct
    tenant is in the cloud, click the Save and Exit icon and proceed to the Test the Employee On Boarding Flow section.
  6. If you are using an in-house installation,
    1. Click the menu edit icon. Replace the <localhost:8082> in the urls for the Task List and the Employee On Boarding workflow with your server name and port. 
    2. Click the Save and Exit icon to save the changes and proceed to the Test the Employee On Boarding Flow section.

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