Create Form - Build Tab

When creating a form, you can configure the form's title, API name, and enter a description. You can also define the Active status of the form and whether or not effective dated changes can be made using the form.

To create a form, go to Admin > Tools > Core Functions > Form Management > Manage Forms. Then, from the Manage Forms page, select the Create Form button.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
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

Title

Enter the title, up to 100 characters. The title displays in the administrator's default language. This title automatically displays on the Settings page. 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.

API Name

This is a required field that is used for third party integration purposes. The content in this field does not display for end users.

You can enter the name manually or let the system generate a name. The name must be unique.

  • To manually enter - Enter a unique name. Maximum 40 characters.
  • To generate automatically - Click the Generate button. This populates the field with the first 40 characters from the Title field. Spaces display as an underscore. If special characters are used in the Title field, the characters do not display in the Name field.

    • Once the name is automatically generated, it can be modified manually by entering changes in the field. If the name is deleted from the Name field, the name can be regenerated by clicking the Generate button.

    Note: Changes made to the Title field are not automatically populated into the Name field.

Description

Description for the form. This description is visible to form users. 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.

Active

Forms are active by default. Uncheck the Active box to inactivate the form. Inactive forms are not available for use in tasks.

Allow effective dating changes for this form

The effective date is the date on which the changes from the form are implemented. The effective date can be a date in the future or in the past. This option is unselected by default. When editing a form that has been published, you cannot modify this option.

Note: This option is only available if effective dating for forms is enabled via a backend setting.

When the Allow effective dating changes for this form option is selected, the following additional options are available that allow the administrator to limit the range of effective dates that may be selected when completing the form. These fields are optional, and values from 0-999 are accepted. The administrator can specify a number of days into the future or past that a user can select as an effective date when completing the form. When limits are specified, the limitations are displayed to the user within the form.

  • From launch, maximum number of days into the future
  • From launch, maximum number of days into the past

When this option is selected the following fields appear:

  • Effective Date - The Effective Date field cannot be moved, edited, or removed from the form as long as effective dating is enabled for the form. If effective dating is disabled for the form, then the Effective Date field is automatically removed from the top of the form.
  • Non-Effective Dated Fields - If any fields are added to the form that cannot be effective dated, the Read-Only and Auto-fill Response options are automatically selected for all non-effective dated fields, and these options cannot be unselected. This also applies to Question Bank questions that are added.

Include Form in Reporting

By selecting this option, administrators can decide per form if the response fields used in a form are reportable. Disabling form fields that are not in use anymore ensures that the number of fields reportable across forms stay below the system limit and ensures that form data updates correctly in reporting.

  • If the response fields should be included in reporting, click the Include form in reporting check-box.
  • If the responses for the User Record Custom, Standard and Question Bank fields from the form should not be reportable, uncheck the Include form in reporting check-box.

By default, form fields on all existing and new forms are reportable.