The Form Management functionality provides a simple, intuitive process for creating and managing forms. From the Manage Forms page, administrators can view, create, edit, copy, and delete forms. The forms that are available to the administrator is determined by the following:
- Administrators can access the forms they created
- Administrators can access the forms for which they meet the form manager availability criteria as defined by the form creator
- Administrators can access the forms that are within the permission constraints for the manage forms permission
Forms are available to organizations that are using Onboarding or Cornerstone HR. For information on Training Forms, select the following link: See Training Forms Administration.
To manage forms, go to.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Forms - Manage||
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|
|Create Form||Click the See Create Form Overview.button to create a form.|
|Search Options||Use the Search feature to filter the results in the forms table. Enter a full or partial form title in the search field, and then click. The results in the table update to display matching forms.|
|Include Inactive||Select the Include Inactive option to display inactive forms.|
|Manage Forms Table||
The following information displays in the table:
The following options display in the Options drop-down:
Note: When copying forms that include encrypted short text box custom fields, the field is copied if the administrator meets the availability criteria defined for the custom field and if the custom field is active in Custom Field Administration.
Cornerstone HR - Reason for Change Note: For portals with Cornerstone HR enabled, when a form that includes a Reason for Change field is copied, the Reason for Change field is copied to the form, as well as the reasons selected for the field.
|Back||Click thebutton to return to the Form Management page.|