Creating custom transition forms

You must add custom forms to the transition form library to associate them later with a task and add the custom forms to a transition program. Before you can create a task for a custom form, you must create a transition form in Transition Management.

For each use form that was added to ResourceTransitionTask in Configuration Console, you must create a corresponding transition form in Transition Management.

  1. Select HR Administration > Transitions > Components > Transition Forms.
  2. Click Create.
  3. Specify this information:
    Transition Form
    Specify the name of the transition form.
    Active
    The transition form is active by default. To deactivate the transition form, clear the Active check box. Inactive task forms are not displayed in lists.
    Used For
    Select the audience that will use the form:
    • Candidate and Resource: If you select this audience, then you can use the form for Candidate and Resource Transition Tasks with the Form task type.
    • Candidate Only: If you select this audience, then you can use the form for Candidate Transition Tasks with the Form task type.
    • Resource Only: If you select this audience, then you can use the form for Resource Transition Tasks with the Form task type.
    • Administrative Only: If you select this audience, then you can use the form for Resource Transition Tasks with the Form task type.
    Top Instructions
    Specify the instructions that are shown at the top of the form.
    Bottom Instructions
    Specify the instructions that are shown at the bottom of the form.
  4. Click Save.