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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 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  Rules icon on the designer toolbar to access the Rules Editor. Click the  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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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 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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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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