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
.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
.To refresh forms:
- 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.
- Select Refresh published forms.
- Select 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 |
Organizational Unit Custom Fields - Manage | Grant Access to create and edit custom fields for Org Units. 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 |
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 |