Setting up your form

Learn how to set up a form in Sage People.

Resolution

1. Create a new form definition. This defines general settings for the form. It includes its name, its parent data object, and the form layout template and URL.

2. Design the form's pages, layout, and questions using the visual editor.

3. Map form questions to data object fields using data links. This step is optional. You'll only need it for responses to update data objects in the parent object you linked to the form automatically.

4. Configure email notifications and reminders for the form. This step is optional.

5. If you want users to access it without logging in, for example pre-boarders, create a forms site to host your forms. Configure permissions to allow guest users to access the site.

6. Decide how you want to deploy the form. You can make it available in WX by assigning it to specific policies. You can also expose it internally by linking it to an action event. Alternatively, let your HR team trigger it manually. For more information, see Deploying your form.

You can also optionally apply custom branding to your form, by changing the logo image and colors. See Branding your form.