Adding an integration document to the Find a Form list and the All Forms page

The sidebar navigation of each landing page includes a Find a Form list where you can place links to forms that are hosted on other web sites. You can also add links to forms to the All Forms page. To add a link, you must add a reference of the Redirect URL for Forms integration document and configure the data items to specify the URL and the locations of the link. You must assign groups to the document.

  1. Log in to HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Select Add New Document > Add from Organization.
  5. In the Add Method section, select Reference.
  6. Specify redirect url for forms in the Name/Tag search field.
  7. Click the Search button.
  8. Select the Redirect URL for Forms document.
  9. Click Add.
  10. Click the exit icon to close the Add Documents page.
  11. On the Document Manager, click the Refresh.
  12. Click the Edit link that is associated with the Redirect URL for Forms document that you added.
  13. In Edit mode, select the Document Name drop-down.
  14. Select Data Items.
  15. Click rooturl.
  16. Delete the sample URL.
  17. Specify a URL. When you specify a URL, you must include http:// or https://.
  18. Click OK
  19. To add a link to the Find a Form list on a landing page, click find.
  20. Select the option that corresponds to the landing page where the related link is displayed in the portal.
  21. Click OK.
  22. To add the link to the All Forms page, click forms.
  23. Select the option that matches the section to place the link.
  24. Click OK.
  25. To specify the subject of the primary location of the link, click subject.
  26. Delete the sample text.
  27. Specify the subject of the primary location of the link. For example, if the link is on the Pay landing page, you must specify pay.
    Refer to your Landing Page Planner for the subjects that are associated with the landing pages.
  28. Click the exit icon to close the Data Items screen.
  29. Assign the groups that can access the link:
    1. Select Tools > Access.
    2. On the Portal Access tab, select UnAssigned Groups.
    3. Select one or more groups from the list.
    4. Click Assign Group.
    5. Click the exit icon to close the Access screen.
  30. Change the name of the document:
    1. Select Tools > Details.
    2. In the Name field, specify the name of the document. The name that you give the document is the name that is displayed in the Find a Form list of the specified landing page.
    3. Click Update.
  31. Select Check In > Check In.
  32. Publish the document.