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1. The Office Use Only section already exists on the Confirmation Form. Let's add some more controls to it to reflect the HR tasks.

2. Add a date control for the Performance Review Date and a dropdown control for the Pay Grade. 

3. Use a message control for the instruction: "Confirm that the new employee has completed the following:". One way to bold the message text  text is to use HTML tags in the message control. For example, the text should be encased in <b>text</b>,  as shown in the image. You can also turn on the Rich Text Editor for Message Controls if you require more text formatting.

4. Use the T/F control for the policy questions - Drag four T/F controls from the palette into the section. Make sure they are below the Message control. Check the New Line property on the Style tab to get the T/F controls to line up underneath each other. Change the labels of the T/F Controls to: Read Harassment Policy, Read Email Policy, Read Confidential Data Policy, and Received the Employee Handbook. 

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1. Make sure you're on the Employee Form. (If not, click Switch Form and select Employee)
2. Notice that the Workflow Design Wizard already created a rule for you that initializes the form with the logged-in user's info.

3. We will add another rule to combine the First Name and Initial.

   Expand
   title Click here to see how to create this rule
   The Visual Rule Builder consists of 3 wizards: Condition wizard - describe the conditions under which a set of actions should be executed Action wizard - declare the actions that should be taken when the condition is true Else Action wizard - declare the actions that should be taken when the condition is false Click to add a rule. Name it Combine First Name and Initial. Skip the Condition by clicking next - no condition is needed for this rule. On the Action wizard, select FirstPlusInitial in the first dropdown. Select to in the second dropdown. Enter concat(FirstName, " ", MI) in the third field. (concat() is the concatenate function. The fields available as expressions show in a dropdown as you type the name of the controls.) Click Finish.

   
   

4. We will write the third rule to combine the address fields.

   Expand
   title Click here to see how to create this rule
   The Visual Rule Builder consists of 3 wizards: Condition wizard - describe the conditions under which a set of actions should be executed Action wizard - declare the actions that should be taken when the condition is true Else Action wizard - declare the actions that should be taken when the condition is false Click to add a rule. Name it Full Address. Click the Run Builder button Click Add Condition - this is the Condition wizard Select City from the first dropdown. Select isFilled from the second dropdown Click Next Select FullAddress in the first dropdown. Select to in the second droppdown Enter concat(City, " ",State," ", ZipCode in the third field. Click Finish

   
   

5. Here is a rule to populate the Date control when the new employee signs on the Employee form.

   Expand
   title Click here to see how to create this rule
   The Visual Rule Builder consists of 3 wizards: Condition wizard - describe the conditions under which a set of actions should be executed Action wizard - declare the actions that should be taken when the condition is true Else Action wizard - declare the actions that should be taken when the condition is false Click to add a rule. Name it Populate Today's Date when the new employee signs. Click Add Condition - this is the Condition wizard Select Signature from the first dropdown. Select isFilled from the second dropdown Click Next Select Datein the first dropdown. Select to in the second dropdown Start typing today and select function today() from the dropdown Click Next and go to false condition Select TodaySDatein the first dropdown. Select to empty in the second dropdown Click Finish

   
   

6. frevvo 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. Add this rule to your form now and we will turn the feature on in the workflow later in this tutorial. 

   1. Click to add a rule.

   2. Name this rule Location.

   3. Click the Rule Code then Edit Code buttons. Copy/Paste the rule below into the rules canvas.  

      Code Block
      if (form.positionUpdated) { var x = _data.getParameter ("position.street_number"); Street.value = _data.getParameter ("position.street_number") + ' ' + _data.getParameter ("position.route"); City.value = _data.getParameter ("position.locality"); State.value = _data.getParameter ("position.administrative_area_level_1"); ZipCode.value = _data.getParameter ("position.postal_code"); }

      
      

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1. Log in as the designer. Click on the Spaces tab.
2. Click Add to create a new space, type a Space ID and Space Name, and then click Create. You will be directed to the space designer.
3. Since we set the state of the Employee On Boarding workflow to Production in a previous step, it will automatically be included, along with the Task List as menu items in the newly created space. 
4. Verify that the left panel is hidden. If not, click the  icon to hide it.
5. Select regular for the form width from the Min Width dropdown on the Property pane.
   
6. If your frevvo tenant is in the cloud, click the Save and Exit icon and proceed to the TestingtheEmployeeOnBoardingFlow Testing section.
7. If you are using an in-house installation,
   1. 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 relative by removing the protocol, server, and port information.
   2. Click the Save and Exit icon to save the changes and proceed to the TestingtheEmployeeOnBoardingFlow Testing section.

Test the Employee On Boarding Workflow

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