Form Management – Refresh Option

Prior to this enhancement, refreshing published forms required several steps to refresh the form with the latest changes.

With this release, forms can be refreshed to reflect custom field name and translation adjustments which were done after the form is published.

On the Custom Field Administration page, the following updated custom field settings are reflected when refreshing a form:

  • Custom field name updates
  • Custom field name translations with newly, updated, or deleted localization.

To access the Custom Field Administration page, go to ADMIN > TOOLS > CORE FUNCTIONS > CUSTOM FIELD ADMINISTRATION.

The following settings are automatically reflected on all forms without a refresh:​

  • Custom Field Regex Pattern​
  • Applicability (only available to CHR customers)​
  • Availability​

The following custom field settings are excluded from the refresh action on user record custom fields:​

  • Read-only​
  • Required

Submitted but currently not approved forms are also showing the updated custom fields after the form has been refreshed​.

Refresh Forms

Refresh forms on the Manage Forms page. Only forms that are active and published can be refreshed.

To access the manage forms page, go to Admin > Tools > Core Functions > Form Management > Manage Forms.

To refresh forms:

  1. Select an option below:
    • To select specific forms, select options in the Select column.
    • To select all available forms, select Select all from this page.
  2. Select Refresh published forms.
  3. Select Close on the confirmation message.

Note: When activating a deactivated form which is already in published status, please make sure to refresh it to reflect the newest custom field configuration.

After a refresh, if you move to another page, all of the selected options are unselected.

Implementation

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

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Compensation Custom Fields - Manage Grants ability to define custom fields for the employee compensation statement. This is an administrator permission. Compensation - Administration
Development Plan Custom Fields - Manage Grants access to create and edit custom fields used in development plans and templates. This is an administrator permission. Performance - Administration
Display all Training Custom Fields Enables display of all training custom field values including blank fields when viewing details of training on transcript. Without this permission, the custom field will only appear if it is populated with a value. This is an end user permission. Learning
Organizational Unit Custom Fields - Manage Grant Access to create and edit custom fields for Org Units. This is an administrator permission. Core Administration
Performance Review Custom Fields - Manage Grants access to create and edit custom fields for Performance Reviews. This permission can be constrained by OU and User's OU. This is an administrator permission. Performance - Administration
Self-Registration and User Record Custom Fields - Manage Grants access to manage custom fields for user Self Registration and the user record in Custom Field Administration. This permission can be constrained by OU and User's OU. This is an administrator permission. Core Administration
SF-182 Custom Fields - Manage Grants ability to manage SF-182 Fields (Governmental clients). This is an administrator permission. Limited Use/Obsolete
Succession Management Plan Templates - Manage Grants ability to create and edit Succession Management Plan (SMP) templates for use in assessing talent (incumbents and successors) in SMP tasks. This permission cannot be constrained. This is an administrator permission. Talent/Succession - Administration
Training Custom Fields Grants ability to create and edit custom fields to be used for one or more learning object types. This is an administrator permission. Learning - Administration
Training Request Form Custom Fields - Manage Grants access to create and edit custom fields used for Training Request Forms. This is an administrator permission. Training Forms Administration
Vendor Custom Fields - Manage Grants access to manage training vendor (provider) custom fields. Learning - Administration
Manage 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