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The Employee Information form should look like this at this point:
- Click the Finish button 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.
- 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 button 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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- 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 Controls button in the designer toolbar to return to the form. Your rules will be saved.
- As a precaution, click the Finish button to preserve the work we have done so far.
- On the Forms Home Page, click 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 hover between the MAIN and Second panels and drop it in the form. Check phone and uncheck tablet on the PageBreak property panel. With these PageBreaks in place, the MAIN and Second panels will appear as separate pages on the iPhone and iPad.
- Your form should look similar to the image below:
- Click the Finish button to save the Employee Information form.
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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.
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