Create a new form page and questions

Understand how to create a new form page and add questions in Sage People.

First, we create the new form page and questions that capture visa information from new onboarders.

Add a new question to the Passport Information page

Add a new question to the Passport Information page: "Do you have any work visas?"

1. Open the HCM onboarding form. From the App Launcher, open HCM Form Definitions and select the Onboarding Form.

2. Open the visual editor and select Visual Edit.

3. Select the plus (+) beside the form's parent element, in this case the New Employee Onboarding Form. This displays the form's existing pages.

   

4. Select the plus (+) beside the Passport Information page.

   

5. Select the Passport Information page. Select New Question to add a new question beneath the existing ones.

   

6. Select the new question you added. In the editor panel, complete the fields for the question:

   • Name: HaveVisa

   • Prompt: "Do you have any work visas?"

   • Question type: radiohorizontal

   

Add options to the question

1. Select the question and select New Option. Press New Option again to add a second option.

   

2. Label the options:

   • For the first option, add Yes as both the Prompt (the text that appears next to the option). Also add it for the Value (the text the system records when selecting the option)

   • Repeat this process for the No option

   

   The radiohorizontal question appears on the final form like this:

   

   Because we didn't set a default value, the system doesn't check either option when the page first displays.

Add the Visa Information page

Next, we create a page that captures information about the user's visas.

1. Select either a page or the form's parent element (in this case New Employee Onboarding Form), and select New Page.

2. The system adds a page beneath the existing pages. Drag the page element up so it sits beneath the Passport Information page.

   

3. Label the page Visa Information.

Make the Visa Information page conditional

1. Select the Visa Information page and select Advanced Mode.

   

2. In the Show Page Conditions field, add a condition that displays the page only if the answer to the visa question HaveVisa was Yes.

   Enter: HaveVisa="Yes"

   

The page shows only to users who have selected the Yes option for the HaveVisa question.

Add questions to the page

Now we can add questions to the visas page. We'll allow for three visas, using the following questions for the first visa:

Question name	Title	Prompt	Question type	Notes
VisaCountry1	Visa 1	Country	select	Picklists such as those for countries, states, or counties can include many values, and can be difficult to enter manually. To enter long picklists with many options, import values from a spreadsheet editor like Excel. Paste them directly into your form's XML definition. For an illustration of how to do this, see Configuring long picklists. Begin by adding a single option: Please Select. This will be the first option in the list, and is selected by default. Add the Default option for the question as Please Select.
VisaNumber1	-	Visa number	text	Optionally, you can add validation to the visa number text field. To require users to enter the number twice, select Dual Entry. You can also validate the text format using regex. For example, to ensure the entry consists of only letters, numbers, spaces, and hyphens, use a regex such as: ^[a-zA-Z0-9][\w -]*$ For more information, see Validation.
VisaExpiry1	-	Expiry date	date	You can add validation to the Minimum Value field to allow expiry dates that are in the future only. For example, to allow expiry dates that are at least 30 days from the current date, use "+30D".

Save the form

When you've finished adding the questions, save your changes in the visual editor by selecting Save. You're taken back to the Form Definition page.