Example of Creating a Configurable Form in Journeys

You want to create an onboarding satisfaction survey and add it as one of the tasks in a new hire journey.

You create the survey as a context in the journey descriptive flexfield and associate the survey with the task by setting the the task action type to Configurable Form.

Summary of Tasks

1. Create the context for the descriptive flexfield and add three context sensitive segments.

2. Deploy the flexfield.

3. Associate the descriptive flexfield with the task.

Creating the Descriptive Flexfield

1. In the Setup and Maintenance work area, go to the following:

   • Functional Area: Workforce Information

   • Task: Checklist Descriptive Flexfields

2. On the Manage Checklist Descriptive Flexfields page, select PER_PERSON_ALLOCATED_TASKS_DFF and click Edit.

3. Click Manage Contexts.

4. In the Create Context section, enter values listed in the following table:

   Field	Value
   Display Name	Onboarding Survey
   Description	Onboarding feedback survey
   Context Code	Auto-populated but can be modified
   API Name	Auto-populated but can be modified
   Enabled	Checked

5. Click Save.

6. In the Context Sensitive Segment section, enter the values listed in the following table:

   Field	Values for Segment 1	Values for Segment 2	Values for Segment 3
   Display Name	I found the Orientation program interesting and interactive.	What is your overall impression of your first few days?	Overall rating of your onboarding experience.
   Description	I found the Orientation program interesting and interactive.	What is your overall impression of your first few days?	Overall rating of your onboarding experience.
   Context Code	Auto-populated but can be modified	Auto-populated but can be modified	Auto-populated but can be modified
   API Name	Auto-populated but can be modified	Auto-populated but can be modified	Auto-populated but can be modified
   Enabled	Checked	Checked	Checked
   Data Type	Character	Character	Number
   Table Column	ATTRIBUTE1	ATTRIBUTE2	ATTRIBUTE_NUMBER2
   Value Set	PER_YES_NO	50 Characters	1 Number with No validation
   Prompt	I found the Orientation program interesting and interactive.	What is your overall impression of your first few days?	Overall rating of your Onboarding experience.
   Display Type	List of Values	Text Box	Text Box
   BI Enabled	Checked	Checked	Checked

7. Click on Save and Close till you return to the Checklist Descriptive Flexfields page.

8. Click Deploy Flexfield.

9. Click OK and then Done.

Deploying the Flexfield

Deploy the flexfield that you created to make it available in the Tasks page.

1. On the Checklist Descriptive Flexfield page, click Deploy Flexfield.

2. In the Confirmation dialog box, click OK, and click Done.

You must sign out and sign in before you can see the changes you deployed at run time. The flexfield context and the associated segments automatically appear when you select the Configurable Form action type in the Create Task page.

Associating the Descriptive Flexfield with a Task

1. In the Setup and Maintenance work area, go to the following:

   • Functional Area: Workforce Information

   • Task: Checklist Template

2. On the Checklist Template page, click Create.

3. Enter General journey details and click Save.

4. Click the Tasks tab.

5. Click Add and then enter the details of the task.

6. Select Configurable Form as the task type.

7. Select the descriptive flexfield context Onboarding Survey from the Configurable Form drop-down list.

8. Complete details in other tabs.

9. Click Save and Close.