Create Form Task - General Information

When creating a form task, the first step is to define general information about the task, such as the title, instructions, and start date. In addition, the form that will be used in the task is also selected.

If the Employee Onboarding functionality is enabled for the portal, then a Task Type field also displays. Administrators can then create a normal form or a form that will be used in the onboarding process.

Pre-Step Note: At least one form must be created and published before you can create a form task. See Create Form Overview.

Complete the following fields on the Create Form Task page:

Field Description
Title Enter a title for the task, up to 100 characters. This is a required field. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
Instructions Enter instructions for the task, up to 500 characters. This is not a required field. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
Task Type

The Task Type field only displays if the Employee Onboarding functionality is enabled for the portal. This field allows administrators to define the type of task. The following task types are available:

  • Standard - When this option is selected, the form is assigned to users on the date in the Assignment Date field. Users can launch the form task from the Actions tab in Universal Profile.
  • Onboarding - Note: This option is controlled by a backend setting that is disabled by default. To enable this option, contact your Client Succession Manager or Global Product Support. When this option is selected, date options are not available in the Date Criteria section. The assignment and due date information is defined outside of the Form Task Administration functionality. When the task is created, the task moves to an In Progress status.
Start Date Enter the start date in the box or use the calendar feature to select a date from the calendar. The start date is the date on which the form is assigned to users. This is a required field.

If the Employee Onboarding functionality is enabled for the portal, then the Start Date field is renamed Assignment Date. The field still has the same functionality but displays with a different name.

Due Date Enter the due date in the box or use the calendar feature to select a date from the calendar. The due date is the date on which the form needs to be completed by users. This is a required field.
Select Form

This field enables administrators to select the form that will be used for the task. This is a required field. Click the Select Form link to open the Select Form pop-up and select the form. The pop-up only displays forms that have been published. If there are no forms listed in the pop-up, then there are no published forms available. The forms that are available to select are the forms that are within the administrator's permission constraints for managing forms. Forms that are not within the administrator's permission constraints are not available to select.

Once the form is selected, it appears in the Select Form section. An options drop-down displays to the right of the form title, with the following options:

  • Edit - Click Edit to change the form that is selected for the task.
  • Delete - Click Delete to delete the form from the task.

Next/Cancel

Click Next to go to the next step in the form task.

Click Cancel to cancel creating the form task.