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Designing Employee Self-Service Requestor Forms

The Employee Self-Service Requestor Form is used by a manager or an employee to request a change in employment information. The change might be a personnel action such as a promotion, or a change to an employee's marital status. Requestor forms are grouped in the Forms Library, which is accessible from the HelpDesk home page.

As an administrator, you can use Siebel SmartScripts to define the requestor forms used within your application. Before you can define a form, you must meet the following requirements:

• Be familiar with Siebel application user interface standards.
• Be familiar with Siebel SmartScript. For more information on SmartScript, see Siebel SmartScript Administration Guide.
• Be familiar with Siebel Visual Basic or Siebel eScript programming and have an understanding of your company's Siebel application installation, if you are planning advanced scripting initiatives.
• Have access to translations of script elements for each language, if the script is run in multiple languages.

Preparation

Before you create an Employee Self-Service requestor form, perform the following tasks:

1. Map out the form. Design on paper the requestor form you want to create. Use the flow diagram example shown in Figure 7 to determine the pages to include within your form (SmartScript), and the questions you want to include in each page.
2. Create Questions and Pages. Before you actually create a form, create the questions and pages used in the form. For information on creating questions and pages, see Siebel SmartScript Administration Guide.

This task is a step in Process of Setting Up Employee Self-Service.

To create a form for a requestor

1. Navigate to the Site Map > Administration - SmartScript > Scripts view.
2. In the Scripts list, add a new record and complete the fields.
   1. In the Type field, select Employee Self-Service.

      SmartScripts that are set to the Employee Self-Service type automatically appear in the Forms Library. When creating a form in a language other than English, choose the type that corresponds to Employee Self-Service.

   2. In the First Page field, select the first page you created for the form.
3. Click the Designer view tab, and using the Script Flow Chart, insert questions and pages as needed from the set that you previously created.
4. Release the script, test it, and, if necessary, make changes and rerelease the script.

Related Topics

• Releasing and Testing Employee Self-Service Forms
• Linking Self-Service Forms to the Inbox
• Effective Scripting for Employee Self-Service Requestor Forms

Effective Scripting for Employee Self-Service Requestor Forms

Using scripting is not required within Employee Self-Service, however, the functionality of the Employee Self-Service forms can be enhanced through the use of eScript or VBScript. This section provides procedures and tips for using eScript within requestor forms. You can also use VBScript.

NOTE:  You can use the eScripts within the preconfigured forms as examples. For more information on scripting, see Siebel SmartScript Administration Guide.

Related Topic

Process of Setting Up Employee Self-Service

Making a Field Read-Only

You may want to make some fields in a requestor form read-only to provide information to requestors, but prevent them from making any changes to the data in the field.

To make a field read-only in a requestor form

1. Navigate to the Site Map > Administration - SmartScript > Scripts view.
2. In the Scripts list, query to find the Employee Self-Service form (SmartScript) you want to modify.
3. Click the Programs view tab.
4. From the Programs list, select Script_Open.
5. In the Program Language field, select eScript, and then click Save.

   In the eScript form, use the script function SetQuestionEnable(false) to set the question to read-only.

   For example, the following eScript program converts a question titled Display Employee Last Name within a page titled PAF Change. When this question displays a value extracted from a database, the value is read-only.

   function Script_Open ()

   {

   var P1 // SmartScriptPage

   var P1Q1 // SmartScriptQuestion

   P1 = GetPage("PAF Which Change");

   P1Q1 = P1.GetQuestion("Display Employee Last Name");

   P1Q1.SetQuestionEnable(false);

   }

6. Verify that each read-only field has a SetQuestionEnable(false) statement attached to it.
7. In the eScript form, click Check Syntax to locate any syntax problems.
8. In the Programs list, click Save.

Preventing Duplicate Record Creation

When the form is submitted, field values mapped to a business component field are automatically written to the actual fields by SmartScript. To prevent the Siebel application from writing to the business component field and creating duplicate records, include the Cancel() function within the script_finish program.

To prevent duplicate record creation

1. Navigate to the Site Map > Administration - SmartScript > Scripts view.
2. In the Scripts list, select the script, and then click the Programs view tab.
3. In the Programs list, select Script_Finish.
4. In the Program Language field, select eScript, and then click Save.
5. In the eScript field, include the Cancel() function.

   For example, the following statement runs the entire SmartScript, but no updates are saved to the database, even after the user chooses Submit.

   function Script_Finish ()

   {

   // Cancel saving everything to the database

   Cancel ();

   }

6. To make sure that data entries are always saved, whether the form is complete or incomplete, select Always in the Save Session field.

   When the form is complete, choose Finished to save data entries.

   NOTE:  Selecting Finished or Always from the Save Session field forces your Siebel application to write the values to the SmartScript session tables.

7. Click Check Syntax to locate syntax issues, and save the record.

Populating a Field in a Form

You can use eScript to automatically populate a form.

To populate a field in a form

1. Navigate to the Site Map > Administration - SmartScript > Scripts view.
2. In the Scripts list, select the script you want to modify, and then click the Programs view tab.
3. In the Programs list, select Script_Open.
4. Use the eScript function SetCurrentValue for each field you want to populate.
5. Click Check Syntax to locate syntax issues.
6. Save the program.