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• Refer to the Rule Validator for help in troubleshooting if there are any issues with the rules that we are adding to the form.
• Click the   edit form icon in the designer toolbar to return to the form. Your rules will be saved.
• As a precaution, click the the  save save and exit icon to preserve the work we have done so far.
• On the Forms Home Page, click the the  icon for the Employee Information form to continue editing.
• Although  automatically adjusts to the screen size of a mobile device, the PageBreak control gives the forms designer a tool to specify the sections of your form that appear on a page. Drag and drop a PageBreak control below the manager control. Click on the PageBreak control and notice the property pane shows both phone and tablet checked. This is the default value and we will leave it as is. This will ensure that the controls above the first PageBreak will appear on the first page when the form is rendered on the iPad or the iPhone. 
• Drag another PageBreak control from the palette and drop it below the FullAddress control. Check phone and uncheck tablet on the PageBreak property panel. With these PageBreaks in place, the Date of Birth and manager fields wiill appear on the first page and the name, address SSN, phone and email controls will appear on the second page on the iPhone and iPad.

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• Your form should look similar to the image below:

• Click the the  save save and exit icon to save the Employee Information form. 

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•  Be sure to save your form by clicking on the the  save save and exit icon in the designer.
•  You can test this form by clicking on the Test button on the Forms Home Page. The Today's Date should be populated with today's date and entering values in A_allowance, B_allowance,and C_allowance should show the summation in the Total_Allowances field.

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• Delete one of the columns in the table by clicking on the column and then clicking on the  .
• Drag and drop two quantity fields into the table to make the Start Year and End Year columns.
• Change the label of one of the columns you added to Start Year and the name of that column to StartYear. Change the label of the second column to End Year and the name of that column to EndYear
• Move the Start Year column to the leftmost postiion position in the table and the End Year column to the right of the Start Year column . Move the columns by clicking in the column header and clicking the  green arrow  that appears. Columns will move to the right each time you click on the arrow for that column.
• Move the other columns to get the Start and End Year columns in the correct positions.

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• Click on the Table control then select the Style tab on the Properties panel. Enter these percentage values, separated by a space, to adjust the widths of the four columns: 10% 10% 50% 25%

• Click the the  save save and exit icon to save the form.  

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This form will be used by the new employee's manager to approve or reject the screen flow. In this scenario, the manager, Jerry, will use his iPhone to perform this task when it appears in his Task List. You can use the  Quick View feature to make that process easy . Quick View requires an Approval control. An approval control is a section control in your form with a text area control inside of it. You can set up a signed section if you want the manager to sign after approving or rejecting the task . Drag and drop a section control into the Approval form. Name it Manager Review. Add a text area control for manager comments. Click on the Security tab for the section. Assign the role of manager from the role list. Choose Text/Signature Image or Wet Signature type from the dropdown for the signature type. Refer to Electronic Signatures for more information. Quick view is setup in the flow designer but it will not work if the form does not have an approval control in it. 

Be sure to click the the  save save and exit icon to save the form.

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The last step in the Employee On Boarding flow is performed by Sue, who works in the HR department of the company. Sue receives the task from the manager, Jerry and proceeds to complete the final form, sign it  and submit the data to the company database. Create a form similar to the image below. 

• Add a date control for the Performance Review Date and a dropdown control for the Pay Grade.

   

   Click

  • Use a message control for the instruction: "Confirm that the new employee has completed the following:". One way to bold the message text  is to use HTML tags in the message control. For example, the text should be encased in <b>text</b>,  as shown in the image. 

  • Drag a section from the palette and drop it on the canvas. Select the HR role on the section security tab. Add these controls to the section: 

    • Use the T/F control for the policy questions - Drag 6 of them from the palette into the section. Make sure they are below the Message control.  Check the New Line property on the Style tab to get the T/F controls to line up underneath each other.
    • Change the labels of the T/F Controls to: Read Harrassment Policy, Read Email Policy, Read Confidential Data Policy and Received the Employee Handbook. 
    • Add a Signature control or choose a Signature type from the dropdown on the Security tab of the section 
  Click
  • • Image Modified
   save
  • • save and exit  icon to save the form. 

  
  

Create the Employee On Boarding Flow

Open the Flow Designer by clicking on the Flows menu item. Click on the  Image Removed icon the Image Added 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 Image Removed icon the  icon in the toolbar. With the who can use the flow permission visible in the dropdown, select Public in Tenant 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 Continue Label for this step of the flow to say "Send to Manager".

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1. The Setup Quick View wizard will display all sections of your form that meet the criteria of an Approval control. In this case, there should only by one - the Manager Review section of the Approval form.
2. Check the Enable box.
3. 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.
4. The Manager Review section should be listed in the Approval Control box.
5. Click the the  save 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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