Form connections

Link forms to HRSD Case Management topics to automate case creation and workflow integration.

Enabling a form for HRSD Forms and Applications

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Form Builder > Builder.
  4. Select the form to enable.
  5. Select Properties.
  6. Switch Enabled on.
  7. Click Update.

Connecting forms to a Case Management topic

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Form Builder.
  4. On the Form Builder screen, select Connections > Case Management.
  5. Select a population from the Population Name list.
  6. To add a new topic:
    1. On the Topic tab, click Add.
    2. On the Properties tab, select an option for the Topic field.
    3. In the Use Form field, select the form to connect to the topic.
    4. Specify this information:
      Subject

      Specify the subject of the case that is created upon the submission of the form.

      Issue

      Specify the issue of the case that is created upon the submission of the form.

    5. Click Save.
  7. To assign more forms to a topic:
    1. On the Properties tab, select a topic.
    2. Select Form List > Unassigned Forms.
    3. Select the forms to assign to the topic.
    4. Click Assign Form.