Form Enhancements

With this enhancement, two new Forms features are available:

  • Target User Name in Request Titles: When viewing a request, the target user's name is added to the Request Title.
  • "Personal Email Address field": "Personal Email Address" is added as a standard field when creating a form.

Target User Name in Request Titles

Prior to this enhancement, the Request Title did not include the user's name which made it impossible to identify the user associated with a request without opening each form request.

With this release, the Target User's full name is added to the Request Title, making it easy to identify the target user at a glance.

The Target User name is displayed in the Request Title when the form is submitted as follows:

  • Using "Proxy as a user".
  • Using "Complete Form" for another user.
  • By the employee for themselves, for example, when requesting a day off (Requester = Target User).

Personal Email Address Field Now Available in Forms

With this enhancement, the Personal Email Address field is added under the User Standard Fields section on the Build tab. This allows users to request a personal data change for the Personal Email Address.

Implementation

This functionality is automatically enabled for all organizations using the Cornerstone HR module.

Permissions

The following existing permissions apply to this functionality:

Target User Name in Request Titles

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Request Items - Forms Allows user to access form requests on Universal Profile Request items. This permission cannot be constrained. Universal Profile
Request Items - View Allows user to access the Requests tab on the Universal Profile > Actions tab. This permission cannot be constrained. Universal Profile
Requisition: Approver Enables approver to access and approve/deny requisitions for which they are an approver. This permission cannot be constrained. Note: This is a dynamically assigned permission. If the user is removed as an approver for an offer that is in a Pending Offer status, the user can no longer access that version of the offer. This permission cannot be manually assigned. Recruiting
Requisition: Manage Grants ability to access and manage all requisitions regardless of ownership (constraints permitting). This permission also grants read-only access to the Applicant Review tab when creating or editing a job requisition. This permission can be constrained by OU, User's OU, and Grade. Recruiting

Personal Email Address field in Forms

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Forms - Manage

Grants access to the Manage Forms functionality. This permission can be constrained by OU and User's OU. This is an administrator permission.

Note: This permission enables access to the Form Management functionality that is part of Cornerstone HR functionality and the Onboarding module. This permission does not grant access to the Training Forms Management functionality.

Forms Management Administration