Create Form - Storage Tab

From the Storage tab, administrators define the Universal Profile > Snapshot > Documents storage destination for the completed form. Administrators can also modify the Title field from this page.

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

This Form Is Used for Applicants

The This form is used for applicants field only displays for users with permission to assign recruiting forms. This field is unchecked by default. Checking the box means the form will be an applicant form, and completing the Storage Destination section is optional.

Storage Destination

The Storage Destination section allows administrators to select the folder in Universal Profile where the form will be automatically stored when submitted. This section is not required to be completed if the form is configured as an applicant form.

To define the storage destination:

  1. Click the Select Folder button. This opens the Select Folder pop-up. All folders that are available display in the Folder Name table. The Folder Name filter can be used to filter the list of folders. Note: The folders that are available to select are defined by the administrator in Documents Preferences.

  1. Click the desired folder from the Folder Name table. This closes the pop-up and populates the Storage Destination section with the folder name.

Selected Folder Options

Once the folder is selected, options are available in the options drop-down to change or delete the folder selection.

  • Edit - To change the folder selection after the form is published, select the Edit option from the options drop-down. This opens the Select Folder pop-up from which to select a different folder.
  • Delete - To delete the selected folder as the storage destination, select the Delete option from the options drop-down. This re-enables the Select Folder button.

Cancel/Save/Save and Publish

Click Save and Publish to save the form and make it available for use in tasks. This button only displays on the Storage tab. Clicking Save and Publish opens a confirmation pop-up. Click Yes to publish the form, or click No to cancel the publish action. Once the form is published, only certain fields can be modified.

Click Save to save the form without publishing and return to the Manage Forms page. The form settings are saved, and the administrator can return to the form to add or change settings, and then publish the form.

Click Cancel to cancel creating the form.

View Previous Tab

To view the Build or Access tab, click the tab name to view the contents.