Manage Forms

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.

Note for Proxying as Another User: When using a form for Onboarding, the form cannot be edited when proxying as another user. The form will be read-only.

To manage forms, go to Admin > Tools > Core Functions > Form Management > Manage Forms.

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

Create Form

Click the Create Form button to create a form. See Create Form Overview.

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 Search. 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:

  • Title - This column displays the title of the form. This column is sortable.
  • Description - This column displays the description of the form. This column is not sortable.
  • Created - This column displays the date on which the form was created. This column is sortable.
  • Active - This column displays the active status of the form, either Yes or No. This column is not sortable.
  • Published - This field indicates whether or not the form has been published, either Yes or No.

Options

The following options display in the Options drop-down:

  • Edit - Forms can only be edited if they have not yet been published. Click Edit to edit the form. When editing a form, fields cannot be added or reordered. Only certain fields can be modified. See Create Form Overview.
  • Copy - Click Copy to copy the form. If an approval workflow has been configured for the form, then the approval workflow is copied. See Create Form Overview.

    • 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.

  • Delete - Forms can only be deleted if they are not published. To delete a form, click Delete. This opens a confirmation pop-up. Click Yes to delete the form, or click No to cancel the delete action.
  • Self-Service Form Submissions - This option is only available for published forms and only displays if the associated form is enabled for self service and the administrator has permission to manage form self service. The self service functionality allows administrators to enable a form to be available for users to search for, complete, and submit without the form being assigned to the user. Selecting the option opens the Self-Service Form Submissions page, from which administrators can configure the self service functionality. See Self-Service Form Submissions.

Back

Click the Back button to return to the Form Management page.

Training Resources