(Example) Create an eForm (Set Available Leave Hours)

Target Result

When you complete this step, the finished eForm will look like this.

Good to Know

• The Set Available Leave Hours form is used to enter information about available leave hours for an employee.
• The HR representative completes this form.

Procedure

1. In Process Builder, on the eForms tab, drag the Standard Task activity onto your process.

   
   
   

2. On the eForm Configuration screen, select the Create Absence Request eForm.

   This step is a shortcut to complete the configuration for the activity. This is not the eForm to use for this task.

   
   
   

3. Click Next.
4. On the General Configuration screen, in the Display Name field, enter Set Available Leave Hours.

   
   
   

5. Click Next.
6. On the Participants screen, in the Add Roles, Groups and Users field, select Groups.

   
   
   

7. In the Search field, enter Human Resources.

   
   
   

   The Groups list show the Human Resources group.

   
   
   

8. On the Details field, drag the Human Resources group.

   
   
   

9. Click Standard Task Configuration .

   
   
   

10. On the eForm Configuration screen, click Add New Form.

    
    
    

11. On the Form Details screen, in the Form Name field, enter Set Available Leave Hours.

    
    
    

12. Click Next.
13. On the Choose Form Layout screen, select Existing Form.

    
    
    

14. Click Next.
15. On the Select Existing Form screen, click the Create Absence Request form.

    
    
    

16. Click Finish.
17. The eForm Builder opens and shows the Set Available Leave Hours eForm.

    
    
    

Procedure

1. On the Set Available Leave Hours form, put your cursor over the title Create Absence Request, and the Form Control Quick Menu shows.

   
   
   

2. On the Form Control Quick Menu, click Edit Properties .

   
   
   

3. On the Field Settings - Heading screen, in the Label field, enter Absence Request.

   
   
   

4. To save the changes, click Close Screen .

   The Set Available Leave Hours form shows with the Absence Request title.

   
   
   

Procedure

1. On the eForm Builder screen, click Sections.

   
   
   

2. On the Form Sections Settings screen, in the List Of Sections, enter Absence Request.

   
   
   

3. In the Add New Section field, enter Set Available Leave Hours.

   
   
   

4. Click Add.

   
   
   

5. Click the Layout tab.

   
   
   

6. On the Layout tab, in the Navigation Bar Style section, click the second navigation bar style.

   
   
   

7. In the Navigation Bar Position section, click the left bar position.

   
   
   

8. In the Pagination Buttons Position section, click the bottom left position of the page navigation buttons.

   
   
   

9. Click OK.

   The Set Available Leave Hours form shows with 2 sections.

   
   
   

Procedure

1. On the Absence Request section, click the logo image.

   
   
   

2. On the eForm Builder screen, click Copy.

   
   
   

3. Click the Set Available Leave Hours section.

   
   
   

4. On the Set Available Leave Hours section, click Paste.

   
   
   

   The Set Available Leave Hours section shows the logo image.

   
   
   

Procedure

1. On the Common Controls tab, drag a Heading form control onto your eForm.

   
   
   

2. On the Field Settings - Heading screen, in the Label field, enter Available Leave Information.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, in the Heading Style field, select Extra Large.

   
   
   

5. To save the changes, click Close Screen .
6. On the Set Available Leave Hours form, expand the Available Leave Information form control to the width to show on the eForm.

   
   
   

Procedure

1. On the Common Controls tab, drag a Text Box form control onto your eForm.

   
   
   

2. On the Field Settings - Text Box screen, in the Label field, enter Leave Available (In Hours).

   
   
   

3. In the Internal Name field, enter LeaveAvailable.

   
   
   

4. Click the Configure tab.

   
   
   

5. On the Configure tab, select Required.

   
   
   

6. To save the changes, click Close Screen .

Procedure

1. On the Common Controls tab, drag a Text Area form control onto your eForm.

   
   
   

2. On the Field Settings - Text Area screen, in the Label field, enter Comments.

   
   
   

3. In the Internal Name field, enter HRComments.

   
   
   

4. To save the changes, click Close Screen .

Target Result

When you complete this step, the finished eForm will look like this.

Procedure

1. On the eForm Builder screen, click Save > Save and Check In.

   
   
   

   The eForm Builder screen closes and the eForm Configuration screen shows in the Process Builder.

   
   
   

2. Click Ok.

   The Process Builder shows the process model with the Set Available Leave Hours standard task.