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| Info |
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If you want to capture the current location of the new employee when they are filling out the Employee Information form, turn on ' location feature. Click on the Employee Information form to highlight it in the flow designer. On the Property panel that displays on the left, there is a section for the Geo - Location feature. We added a rule to the Employee information form to take advantage of the iPad location services earlier in this tutorial. Once you have the rules in place, you can choose to have the rules execute when the form loads (the On Load) option of the Geo-Location dropdown or specify a custom time period of how often the rules should execute (the custom option of the Geo Location dropdown). Check Detailed Loc to capture additional information, like an address, based on the location. |
Setup Quick View
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- Navigate to the PDFescape website and upload the W-4 Acroform. It will open in the editor.
- Click on Form Field on the menu on the left.
3. Select Text as the field type from the dropdown. Then click on the Select box.
4. Draw a rectangular field next to the Employee's Signature label shown in the red box in the image. Repeat for the Date field. Save and download the form. This modified Acroform will be used as our W4 template. We will upload it to later in the tutorial.
There is a two step process to configure PDF form generation.
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We will use the Drag and Drop method in this tutorial. Information on using the PDF Mapping dialogue can be found here.
Follow the steps int his section to map fields in the Employee Information and Allowance forms in our flow to the W - 4 acroform pdf.
Open the Employee On Boarding workflow in the flow designer. Click on the view view forms generated by the form/flow icon on the toolbar. Existing mapped pdfs for your form/flow will be listed.
Since we have not mapped a pdf yet, there will be none listed.
Upload PDF Acroform Templates
Use the New Form Generation screen to upload the Acroform for the W-4 Acroform PDF that you downloaded and modified earlier in this tutorial. Click the New New icon to begin. Fill in the name of the template, W-4 in this case, and browse to the location of the W-4 Acroform. Click OK.
The W-4 will be listed as a PDF to be generated for this activity of the flow. makes a copy of the uploaded Acroform template and modifies it with available selections of appropriate e-form fields for each PDF Acroform field. The modified PDF Acroform (Mapper) will be re-generated every time because the e-form fields may have changed.
Map the E-Form Fields to the Acroform Fields
Click the Map Map Fields icon.
Ensure the PDF Page thumbnail Image for page 1 is selected.
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| Acroform PDF Field | Live Form Control | Live Form Control Name |
|---|---|---|
| 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 |
| Tip |
|---|
If the control names are truncated in the Mapping Form Outline, hover over the control to see the entire name. |
Click the Done button when the mapping is completed.
Click the save save and exit icon to save your work and return to the Flows Home page.
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Click the Edit icon to return to the designer. Highlight the Confirmation form by clicking on it. Click on the
icon icon to edit the form. Drag and drop one Form Viewer control from the flow palette to the form. Change the label of the Form Viewer control to Review PDF Forms. Change the label color and any other style changes you want to make on the Style tab in the Properties pane. See Style Properties for more information.
Click on the Form Viewer control to select it. Select the W-4 form from the Form dropdown on the properties pane. Click the save save and exit icon twice to save your changes and return to the Flow Home page.
Assign a thumbnail to the Employee On Boarding Flow
On the Flows Home page, click the icon 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 public or public in tenant and that it is deployed to production.
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- Log in as the designer. Click on the Spaces tab.
- Click
to 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
- If your tenant is in the cloud, click the
- If you are using an in-house installation,
- Click the
- Click the
- Click the
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- Logon to your tenant as the designer on your desktop.
- Click the
3. Live Forms displays your space's URL — this is the link you distribute to those who you want to view your space. Remember, this flow is designed to only be accessible to users who are logged into the tenant.
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4. Type the Share url for your space into a browser session on the iPad. Your space will look similar to the image below, when accessed from the iPad. 
5. Logoff the desktop and logon to your tenant as the user Tom on the iPad.
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