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- Click the
icon to collapse the rule window and then click the to icon to add the second rule. Call this rule Combine First Name and Initial. 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
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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 to collapse the rule window and then click the
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In this form, we will collect information for the Personal Allowances section of the W - 4 Employee's Withholding Allowance Certificate. The section is shown below. The e-form will have controls for the A, C, D allowances and a control to store the total number of allowances designated by the new employee.
- Create a simple form to collect this information. Name the form Allowances. Here is an example. We will map the data in these fields, along with some others, to the W - 4 pdf later in this tutorial.
- Drag three Quantity controls from the palette and drop them on the designer canvas. Name them A_Allowance, C_Allowance and D_Allowance respectively. Type the instructions for A, C and D allowances as the labels for these controls. Add a fourth Quantity control where the result of the calculation of the total allowances can be stored. Name this control Total_Allowances and type "Total number of allowances you are claiming" as it's label. Uncheck the Enabled property for this control.
- Add a Wet Signature control so the Employee can sign using the a track pad/mouse or a touch screen to verify the allowance selections entered into the form. This is what the new employee will see when signing.
- Drag and drop a date control under the signature. Name it TodaySDate and uncheck the enabled property.
- We will use rules to calculate the total allowances and fill in the current date. Here's an example of a rule that will add the values for the A_Allowance, C_Allowance and D_allowance controls and store it in the Total_Allowances field. Use the Rule Validator to troubleshoot any issues.
| Code Block |
|---|
Total_Allowances.value = A_Allowance.value +
C_Allowance.value +
D_Allowance.value; |
...
| Code Block |
|---|
if (form.load ){
TodaySDate.value = frevvo.currentDate(form);
} |
- Be sure to save your form by clicking on the Finishbutton 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.
Create the Education Form
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We will not map all the fields on the Acroform PDF for this tutorial. Minimally, selections should be made for these fields in the W-4 mapper. If you have been naming the controls as suggested in this tutorial, control names should be the same as the Live Form Control Name column shown in the imagetable.
| Acroform PDF Field | Live Form Control | Live Form Control Name |
|---|---|---|
| Your First name and Middle Initial | Hidden control for First Name and Middle Initial | FirstPlusInitial |
| Last Name | Last Name | LastName |
| Home Address (number and street or rural route) | Number and Street | Street |
| City or town, state and ZIP code | Hidden control for City or Town, State, ZIP code | FullAddress |
| Social Security Number | Social Security Number | Whatever you named it |
| Total Number of Allowances you are claiming | Total Number of Allowances you are claiming | Total_Alllowances |
| Employee's Signature | Employee's Signature | Whatever you named it |
| Date | Today's Date | TodaySDate |
| Employer's Name and Address | Hidden control for Employer's Name and Address | Whatever you named it |
| Employer's EIN | Hidden Control for Employee Identification Number | Whatever you named it |
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- Open a browser window on the iPad. Enter the URL for your server i.e. http://<SERVERNAME>:<PORT>/frevvo/web/login
- Logon to your tenant as Tom on the iPad.
- Paste the share URL for the space into the browser on the iPad
- Select the Employee On Boarding flow on the iPad by tapping the icon for it.
- Fill in the screen flow. Use the Back and Next buttons or swipe to navigate the pages of the forms established by the designer's use of the PageBreak control. The Next button will change to Continue when the flow is navigating to a new form. You will only see a Save button if the Save/Load property on the flow has been selected. This property saves a partially complete form/flow on the Live Forms Form Server. Later the user can re-open the form either in the same browser or a different browser or even from a different computer, and reload the partially completed form and continue working on it. Saved forms are accessed from the users Task List. The Cancel button will take you back to the Space menu.
- The Manager's name should be filled in by on the first page of the screen flow if you added the rule to do that from the logon information.
- Check to see that the correct keyboards and date pickers are shown for the iPad.
- The address should be filled in if you implemented the location feature on the Employee Information Form.
- Test to see that you can take a profile picture with the iPad camera and upload it to the Employee Information form.
- Verify that the calculation to compute the W - 4 allowances are working and are yielding correct results on the Allowances form. Check that today's date is filled in the Today's Date field if you added the rule to do so.
- Sign the Wet Signature control using your finger.
- Enter data into the table control on the Education History page. Be sure to try the Degree attained dropdown choices
- Review the data in the W - 4 PDF. Remember, we only mapped a small section of the Employee's Withholding Allowance Certificate
- Click the Send to Manager button when the screen flow is complete. Verify your customized message is displayed to the new employee The flow should progress to the Approval phase now.
- Logoff the iPad. Logon to the iPhone as Jerry. Verify Jerry received a task Notification email if you set that up.
- Check that the Employee On Boarding task from Tom Cat shows up in Jerry, the manager's Task List
- Tap the task for Tom Cat's Employee On Boarding information. Since we enabled the Quick View feature, you will see the task information, a field to enter a comment and Approve, Reject, Details and a Cancel button. Enter a comment and approve the task. You can run through the flow again to see what happens if the task is rejected.
- Check to see that the correct completion message is displayed.
- Logon to from a desktop computer as user Sue. Click the Perform this Task icon from Sue's Task List to complete the flow.