User-defined Selections

A user-defined selection is a list of possible choices with which a user-defined field can be filled.

When a predefined list of choices (instead of free-form text answers to be entered by an assignee) is needed, the Onboarding (Transitions) administrator can create these choices with user-defined selections. These user-defined selections are then used by a user-defined field that the Onboarding (Transitions) administrator creates. User-defined selections created in Recruiting Administration can be used in the Recruiting Center and Onboarding (Transitions) Center. However, user-defined selections created in Onboarding (Transitions) Administration can only be used in the Onboarding (Transitions) Center.

When creating a user-defined selection, you can specify the type of selection users will be able to make:

  • No Selection: No selection is provided. For example, a text field where the user must type in a value.

  • Single Selection: A selection of answers is provided, but the user can only select one answer.

  • Multiple Selection: A selection of answers is provided and the user can select multiple answers.

User-defined selection elements (choices) can be enabled and disabled after initial activation. After user-defined selection elements are in active use, they can be disabled for future use if necessary. This enables an organization to change its list of possible responses over time, as older responses become obsolete while responses on older completed forms are preserved.

Whenever an end-user is asked to make a choice among the elements in a user-defined selection, they are always presented with the currently active elements. For instance, if user-defined elements A, B, and C are currently active, then a task assignee who fills out a form is presented with choices A, B, and C. Later, if element A is disabled and element D is enabled, a subsequent task assignee who fills out the same form is presented with choices B, C, and D. However, later in that first assignee's process, they were given another form and another opportunity to revise that answer, they would see the currently-available choices B, C, D. They would no longer be permitted to actively choose the user-defined element A after its deactivation. The first assignee may get a later opportunity to fill in a form that contains the same user-defined field. At that time, they will still see the original value A that they chose. But if they wish to revise that answer, they would see the currently available choices B, C, D.

Note: System administrators can create and edit user-defined selections (UDS) in SmartOrg through integration. These selections are displayed in Onboarding (Transitions), in Onboarding and in Performance. User-defined selections created in a product are available in that product only.