Page Comparison

...

1. Logon to your  tenant as the designer. 

2. Click the  New icon to add a new application.
   
   
   
   
3. Click the  Properties icon. Change the name of the application to My Company HR. Click Update. 
   
   
   
   
4. Click the  Edit icon for the My Company HR application. 
   
   
   
   
5. Click the  New icon to create the Leave Approval form. 
   
   
   
   
6. The New Form wizard displays listing any forms that have been published as templates. Since there are none listed, click Finish to accept the Blank template for your form.. 
   
   
   
   
7. Change the name of the form to Leave Approval Form on the form Properties pane. 
   
   
   
   
8. Drag a Message control from the palette and drop it onto the canvas when you see the green double drop arrows.
   
   
   
   

9. Change the Message text to Leave Approval. Change the Message Type to None by selecting it from the dropdown.
   
   
   
   

10. Click the Style tab on the Properties pane for the Message control. Type blue for the Background color, white for the Label Color. Select large for the Label Size. Check the Bold and Center checkboxes, if desired. 
    
    
    
    

11. Drag a Section control from the palette and drop it below the Message control. Look for the  green up arrow.
    
    
    
    

12. Click on the section label and change it to Employee Information. 
    
    
13. Drag a Text control from the palette and drop it into the Section control when you see the green double drop arrows.
    
    
    
    
14. Click on the properties tab for this text control. Click on the Styles tab. Change the width of the control by selecting 6 columns on the grid. Click on the text control label and change it to First Name.
    
    
    
    
15. Check the Required property on the Settings tab for the First Name control. 
    
    
    
    
16.  Drag a second text control from the palette over the first name and drop it when you see the right green arrow. This should position the second text control to the right of the first one. 
    Image Removed
    Image Added
    
    
17. Click on the second text control label and change the label to Last Name. Check the Required property.
    Image Removed
    Image Added
18. Drag a third text control from the palette over the Last Name control. Drop it when you see the right green arrow. Using the Email takes advantage of built-in validation:
    Image Removed
    Image Added
     

19. Click on the third text control label and change the label to Manager Id. Check the Required property.
    Image Removed
    Image Added
    
    

20. Drag an Email control to the right of the Manager Id control. Drop it when you see the green right arrow.  The
    Image Removed
    Image Added
    
    

21. Click on the Email control label and change the label to Email. Check the Required property on the Settings tab.
    Image Removed
    Image Added
    
    
22. Click the  Preview Form icon on the designer toolbar to see how your form will look to users. 
    Image Removed
    Image Added
    
    
23.  Click the Close this Window now link to return to the designer from Preview mode. 
    
    
    
    
24. Click the  Save and exit icon to save work you have done so far.
    Image Removed
    Image Added
    
    
25. Continue with the instructions to add the Leave Request Section to the form. 

...

1. Click the Edit icon for the Leave Approval Form to add the Leave Request section. You may notice the Employee Information section is collapsed in the images for this section.
2. Drag and drop a Section control below the Employee Information section. Look for the green down arrow. Name it Leave Request.
3. Drag a Date control from the palette and drop it into the Leave Request section. Change the label to Start Date. Change the width to 6 columns. Check the Required property.
4. Drag a Number control from the palette and drop it into the Leave Request section to the right of Start Date. Change the label to Number of Days. Change the width to 6 columns. Check the Required property.
5. Drag a Radio control from the palette and drop it under the Start Date field.
6. Change the control label to Type of Leave, delete the default options, and add these choices for the options: Annual=Annual Leave, Floating Holiday=Floating Holiday, Sick=Sick Leave, Compensatory=Compensatory Leave, Other=Other Leave
7. Check the comment box and specify 1 as the number of rows. Check the Required property.
   Image Removed
   Image Added
   
   
8. Click the Style tab and add a value of 30% to the Item Width. This changes the layout of the options from vertical to horizontal. 
    
   
    
9. Create the Certification question that will appear when the employee checks the Sick Leave option by dragging a T/F control from the palette and dropping it below the Type of Leave control.
10. Change the label to say "I certify that the above listed leave was entirely due to personal illness" and the name to Certification. Do not check the Required property for this control.
11. Uncheck the Visible checkbox on the Certification field. This field is not visible on the form unless the Employee selects Sick Leave as the Type of Leave. This will be handled by a rule discussed later.
     
    Image RemovedImage Added
    
    
12. Drag a Textarea control from the palette and drop it below the Type of Leave control inside the Leave Request section when you see the green down arrow. 
     
    Image RemovedImage Added
     
13. Change the label to Comments. Do not check the Required property for this control.
    Image Removed
    Image Added
    
    
14. Select the section by clicking on its header.
    
15. In the properties panel, select the Security Tab.
16. You can set up this as a Signed Section. Two types of signatures are available from the Signature drop down: Text/Signature Image or Wet Signature. Here is information about the difference between the signature types. Select Text/Signature from the dropdown. 
17. Check the Must Sign checkbox to require the signature and verify that the Lock checkbox is checked to prevent tampering with the signed data .
18. Notice that a "Sign this section" button and a pencil icon with a line appear at the bottom right and left of the section when the signature type is selected. 
     
    Image RemovedImage Added
    
    
19. The Employee will have to sign the section before it can be submitted. 
20. Click the  Save and exit icon to save work you have done so far.

...

1. Click the Edit icon for the Leave Approval Form. 
   
   
2. Click on the Rules icon in the designer toolbar.   
   Image Removed 
   Image Added
3. Click the plus icon to Create a new rule.
4. Change the name of the rule to Sick Certification.

5. 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 redrule to add the rule.
   2. Name it Sick Certification.
   3. Click the Rule Builder button then click Add Condition - this is the Condition wizard
   4. Select the Type of Leave field from the first dropdown.
   5. Select is from the second dropdown
   6. Slide the toggle to the right then enter "Sick" without the quotes in the third field.
   7. Click Next then click Add Action - this is the Action wizard where you set up actions that will happen if the condition is true
   8. Select the Certification field from the first dropdown.
   9. Select as visible from the second dropdown
   10. Add another action to set the Certification control to required
   11. Click Next then click Add Action - this is the else action wizard where you set up actions that will happen if the condition is false
   12. Set the Certification control to hidden
   13. Add another action to set the Certification control to optional
   14. Click Finish
6. When you are finished, the rule should look like this in the Rule List.
   
   

...