Custom forms: considerations and requirements
Transition Management supports collecting data from external candidates during preboarding and resources post-hire.
Considerations for custom form data mapping
Custom forms can be used to collect data for candidates and resources. We recommend that custom forms be used to gather data for candidates or resources, not both, when possible.
- When a form is used to collect data during the preboarding of a candidate
- and that data must be maintained for the resource long-term.
Custom user fields
User fields must be added to the ResourceTransitionTask
business class. The existing business class that is related to the candidate or the
resource is not required. The user business class that is related to the candidate
or resource is not required.
All fields that are used in custom or system-delivered Transition Forms must
be added to the ResourceTransitionTask
business class. This applies
even when the field is ultimately stored in a candidate-related or resource-related
business class.
Custom user field names
Field names across business classes must be consistent. When building a custom
form using fields outside of ResourceTransitionTask
, always name
fields consistently with the owning business class. This way, fields are correctly
displayed and saved back to the business class. This applies when adding user fields
to ResourceTransitionTask
from business classes that already have a
relationship to ResourceTransitionTask
. It also applies to those
that do not yet have a relationship.
When adding fields from another business class, you must configure an action
in ResourceTransitionTask
to ensure that data is saved.
See Configure Exit Rules for UpdateTransitionTaskData
for
details.
Guidelines for user forms
Transition Management uses the
ResourceTransitionTask
business class to collect data from
candidates and resources.
All custom forms must be created as user forms in
ResourceTransitionTask
. Each user form can contain
ResourceTransitionTask
system-delivered fields and
ResourceTransitionTask
persistent user fields,