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now enables universal access to e-forms and workflows on tablets and smart phones in addition to desktop support on all standard browsers. iOS 6 devices, iPad and iPhone, running mobile safari are supported. This tutorial will incorporate several features into an Employee On Boarding workflow. For example; - Touch screen wet signature - the new employee can sign to verify the information using their finger or a pointer.
- Take advantage of device specific capabilities - you will see the correct date picker and keyboards pop-up on your mobile device
- Screen Flows - ability to further divide a screen flow into sections that better lend themselves to an iPad or iPhone using the PageBreak control
- Ability to upload an existing image or a picture taken with the device camera to the e-form
- Use the iPad's location services to fill in the address
- Spaces that render in a device specific manner - support swipe gestures and customized icons
- Enhanced Task List for mobile devices
- Quick Approval feature - allows quick review of a task by the appropriate person with accept/reject buttons
- Generate an additional Pixel Perfect PDF for the federal W - 4 form. It is important to note here that there is no limit on the number of PDFs that can be generated. For example, you can collect the information in your form once and then use it to fill in an unlimited amount of pdfs for the new employee i.e. -the federal W - 4 and the I - 9.
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 You can download this tutorial as a PDF.
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Please view the New Employee On Boarding video for an introduction to some of the exciting features we will be using in this tutorial. We estimate about 2.5 to 3.0 hours for an experienced designer to complete this tutorial. It may take up to 4.0 hours if you are a new user.
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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.
- Add a hidden text control named FullAddress beneath the city, state and zip code fields that will be populated with the City or Town, State and Zip Code via a rule. Uncheck the Visible and Enabled properties. Click the Style tab on the Properties pane and make the field the width of the form. This hidden field will then be mapped for the W - 4 pdf.
- takes full advantage of the cameras built into mobile devices. You can give the new employee an opportunity to attach a profile picture by adding an Upload Control to your form below the FullAddress hidden field. Users will see a prompt on mobile devices giving the user a choice to upload an existing image or take a photo with the device camera.
Forms and Workflows Home Page
You can specify the allowed file types to be uploaded by checking selections in the Restricted Content Types section on the Properties pane. For Example, check jpg if you only want to allow the upload of files with that extension.
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On the Flows Home page, click the icon to assign a thumbnail to your Employee On Boarding flow that will display on the iPad and Iphone. You can upload your own icon or select one that provides.
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There are several ways to test the Employee On Boarding Flow. We will use a space which can be a valuable tool for testing mobile forms on the iPhone and iPad. Before creating your space, make sure the visibility of your Employee On boarding workflow is set to Anyone or Authenticated Users and that it is deployed to production.
Follow the steps below to quickly create a space to test the Employee On Boarding Flow:
- Log in as the designer. Click on the Spaces tab.
- Click to create a new space, type a Space ID and Space Name, and then click Create.
- Since we set the state of the Employee On Boarding flow to Production in a previous step, it will automatically be included, along with the Task List as menu items in the newly created space.
- Click the Edit icon. Verify that the left panel is hidden. If not, click the icon to hide it.
- Select regular for the form width from the Min Width dropdown on the Property pane.
- If your tenant is in the cloud, click the Save and Exit icon and proceed to the Test the Employee On Boarding Flow section.
- If you are using an in-house installation,
- Click the menu edit icon. Replace the <localhost:8082> in the urls for the Task List and the Employee On Boarding workflow with your server name and port. If you are concerned about portability to another system, make the URL's relative by removing the protocol, server and port information.
- Click the Save and Exit icon to save the changes and proceed to the Test the Employee On Boarding Flow section.
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