Format of a Custom Form
Custom forms look similar to standard pages in a portal. A custom form is made up of the following elements:
|Name of Form||The name of the form will appear in the navigation. It should be limited to one or two words and clearly define the purpose of the page.|
|Sections and Headings||
Within a form, you can have sections to clearly separate fields. Each Section can include a Header to describe the content of the Section. These are referred to as ‘Level 1 Headers’.
Within a Section, you can have labels for an individual row of fields. These are referred to as ‘Level 2 Headers’.
Fields are the input areas where data is collected on a custom form. This is the information that will be passed on to your payroll system.
Custom forms support the following types of field:
|Field Help Guide||Each field can have help fields with supporting text. These are generally represented by a question mark icon next to the field. When you hover your mouse cursor over the icon, the supporting text will display.|
|Field Validation||Fields can have basic validations in place (eg not allowing letters in a numbers field). The validations do not support more complex algorithms. Validations will generally flag via an error banner prompting the employee to check and correct the data they have entered.|
Information Required to Build Custom Forms
For each form that you require, you will need to provide the following details:
|Name of Form||Should be kept short to fit in the navigation menu|
|Section Headings||Level 1 headings|
|Labels||Level 2 headings|
|Field Names||Field labels|
|Field Types||Describes the type of field using the options in the table above|
|Field Size||How big the field should be - this should relate to the amount of data you need to capture|
|Structure of the Form||Where each field should be positioned on the form|
|Help Text for any fields||Any help text you would like to set up and which field the help text will apply to|
Any validations that you require
Note: the validations you nominate may not be possible, but we can assess and provide this advice once we are aware of your requirements