Create Free-Form Custom Content Types

This example demonstrates how to set up a free-form custom content type, add it to the HRMS content subscriber code, and then add the content type to the person profile type.

Your company wants to track the previous employment information for workers, including employer name, dates of employment, and job description. However, you don't want to set up and maintain content items for each employer, and this information applies only to person profiles. You decide to use a free-form content type for this information. You can set up the free-form content type with minimal information. Then when you add it to the person profile as a content section, you can define properties for employer name, dates of employment, and job description. Workers can complete their employment information on their profile based on how you set up the content section. The following table summarizes key decisions for this scenario.

Decisions to Consider

In This Example

Must the content type be a free-form content type?

Yes. Content items aren't needed, and the content must not be stored in the content library.

Does the content type need any content subscribers?

Yes. In order to be visible on the person profile, the new content type must be added to the HRMS content subscriber code.

When the content type is added to the person profile as a content section, what fields are needed?

To capture the previous employer, a text field is needed. To capture employment dates, two date fields are needed. To capture job description, another text field is needed. Therefore, the following fields must be added:

  • ITEM_TEXT30_1

  • ITEM_DATE_1

  • ITEM_DATE_2

  • ITEM_TEXT240_1

What properties are needed for the ITEM_TEXT30_1 field?

The field isn't required and the information isn't available as search criteria, so you must only set up these field properties as follows:

  • Label: Previous Employer

  • Display: Detail (section must appear in detail view of profile)

What properties are needed for the ITEM_DATE_1 field?

The field isn't required and the information isn't available as search criteria, so you must only set up these field properties as follows:

  • Label: From Date

  • Display: Detail

What properties are needed for the ITEM_DATE_2 field?

The field isn't required and the information isn't available as search criteria, so you must only set up these field properties as follows:

  • Label: To Date

  • Display: Detail

What properties are needed for the ITEM_TEXT240_1 field?

The field isn't required and the information isn't available as search criteria, so you must only set up these field properties as follows:

  • Label: Job Description

  • Display: Detail

What role access must be granted for the content section?

Employees, managers, and HR specialists must all have access to update the section.

To set up a free-form content type to track previous employment information for workers, you must:

  • Set up a free-form content type

  • Add the free-form content type to the person profile type

Setting Up a Free-Form Content Type

  1. In the Setup and Maintenance work area, search for the Manage Profile Content Types task and click Go to Task.

  2. On the Manage Content Types page, click Create.

  3. On the Create Content Type page, complete the following fields, as shown in this table.

    Field

    Value

    Code

    PREVEMP

    Name

    Previous Employment

    Description

    Track previous employment information for workers.

  4. Select the Free-Form Type check box.

  5. Click Save and Close.

  6. On the Manage Content Types page, select the Previous Employment content type and click Edit.

  7. On the Edit Content Type page, select the Subscribers tab.

  8. On the Subscribers tab, select HRMS in the Subscriber Code field.

  9. Click Save and Close.

Adding the Free-Form Content Type to the Person Profile Type

  1. In the Setup and Maintenance work area, search for the Manage Profile Types task and click Go to Task.

  2. On the Manage Profile Types page, select the Person profile type, and click Edit.

  3. On the Edit Profile Type: Person page, select the Content Sections tab and click Add Content Section.

  4. In the Content Types dialog box, select the Previous Employment content type.

  5. In the Content Sections region, click the Previous Employment content type and enter the following properties on the Content Section page, as shown in this table.

    Column Name

    Label

    Display

    ITEM_TEXT30_1

    Previous Employer

    Detail

    ITEM_DATE_1

    From Date

    Detail

    ITEM_DATE_2

    To Date

    Detail

    ITEM_TEXT240_1

    Job Description

    Detail

  6. In the Content Access Section region, click Add.

  7. In the Role field, select Employee.

  8. Select the Update check box.

  9. Click Add.

  10. In the Role field, select Manager.

  11. Click OK.

  12. Click Add.

  13. In the Role field, select HR Specialist.

  14. Click OK.

  15. On the Edit Profile Type: Person page, click Save and Close.