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Logon to  as a designer. We will create the screenflow in the Forms designer and then drag them into the Flow designer to make the Employee On Boarding flow. Click the  to create a new Application. Click on the  to  to edit that application. Invoke the new form wizard by clicking on the  New icon at the top of the Forms Home Page. Click the Next button to navigate through the wizard. Name the form Employee Information. 

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  • Click the  save and exit icon to save the work we have done.
  • On the Forms Home Page, click the icon  icon for the Employee Information form to continue editing.
  • Rules add behaviors to forms. We will add 4 rules to this form to accomplish the following:
    • The first rule will fill in the First and Last Name of the new employee and the name of the manager they report to, from the login information using the _data.getParameter when the form loads.
    • The second rule will combine the employee's First Name and Initial and store it in the hidden field called FirstPlusInitial
    • The third rule will combine the City, State and Zip Code information and store it in the hidden field called FullAddress
    • The fourth rule will work with the GPS features on mobile devices detect the new employee's location information when they are filling in the Employee Information form.
  • Click on the  Rules icon on the designer toolbar to access the Rules Editor. Click the icon  icon then the  icon to open the Rules validator screen. Give your rule a meaningful name: in this case we will call it Form Load. Copy/Paste the rule below into the rules canvas.

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  • Click the  icon to collapse the rule window and then click the  icon icon to add the second rule. Call this rule Combine First Name and Initial. Copy/Paste the rule below into the rules canvas.
Code Block
FirstPlusInitial.value = FirstName.value + ' ' + Initial.value;
  • Click the icon  icon to collapse the rule window and then click the icon to add the third rule. Call this rule Full Address. Copy/Paste the rule below into the rules canvas.

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  • lets you take advantage of the iPad's location services. The  Geo-location feature works with rules. Below is an example of a rule that fills in the street, city, state and zip controls each time the location is updated.  For now, add this rule to your form now and we will turn the feature on in the flow later in this tutorialClick the icon  icon to collapse the rule window and then click the icon to add the fourth rule. Call this rule Location. Copy/Paste the rule below into the rules canvas.  

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