The Form Definition page in Sage People defines settings for the form, including its name, parent data object, and the layout template and URL. This page also lets you create a new form based on an existing one.
To create a new form based on an existing one, open the existing form and copy the entire contents of the Definition field. Paste the contents into your new form definition and click Save. This creates a clone of the form definition. You can then use the visual editor to change the form. Duplicating a form in this way doesn't copy emails, data links, or policies for the form. It only copies the pages and questions that you configured using the visual editor.
Resolution
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From the App Launcher, open HCM Form Definitions (HCM) or Form Definitions (Recruit).
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Select New.
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Complete the fields we've detailed in the following table.
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Select Save.
Form definition fields
| Field | Description |
|---|---|
| Definition Name |
Text. The name of the form. This name appears as the name of the form users select in WX for HCM forms. It's also the name of the form in the Candidate Portal for Recruit forms. |
| EncodeID | Leave blank to auto-generate an ID. |
| Permit New Object |
Deprecated. Don’t use. |
| Request Prefix |
URL. If you want to host the form on a publicly accessible site, the system uses the URL to access the form. Must end with a forward slash (/) character. Enter the URL of the site you've created to host the form. See Create a Salesforce site for forms. |
| Link Relationship |
Picklist. Set this if you're using data links to read and write information to your data objects. This is the parent object that the system uses to gather form data. If using an action event pattern to initiate the form, the action event must use the link relationship object you select here. By default, the following link relationship objects are available for a form. Your can customize your organization to make further objects available. For HCM forms:
For Recruit forms:
For Recruit forms, the link relationship object you select here also defines whether the form appears in the Candidate Portal. Select "Assessment" as the object to deploy the form to candidates for a given vacancy stage. If you use other relationship objects, you can send the form to contacts by email. See Deploy forms in the Candidate Portal (Recruit). System administrators can make further objects available here. They can add a new lookup relationship to the HCM Form or Form objects. See Create a new link relationship object. |
| VisualForce Page |
The name of the VisualForce page layout for the form. Use on the built-in pages for HCM and Recruit:
Note the double underscore (__) in the examples given above. |
| Definition |
XML. When creating a new form based on an existing definition, use this field to paste the entire XML code from the existing form. Advanced users can manually edit this XML definition. This can be useful when creating long picklists with many options. |
If you're editing a pre-configured form, you only need to complete the Request Prefix. All other fields can remain set at their default values.
Form definition details page
When you've saved the form definition, the Form Definition Details page displays the following options.
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Visual Edit: use the visual editor to create pages and questions for your form
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XML Edit: returns you to the form definition page. Lets you edit the XML definition for the form directly
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Delete: removes the form definition
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Completed Forms to Excel: exports the last 100 rows of data to an XLS file
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Re-Copy Mapped Data (Recruit only): for forms that use data links. This option re-copies data the system stored in form objects for this form into the linked data objects
To create the pages and questions for your form, select Visual Edit.