Creating an Onboarding (Transitions) User-defined Selection

The Manage user-defined fields, e-signatures, and user-defined reporting permission is required.

Configuration > [Onboarding (Transitions)] Administration > User-defined Selections

  1. You first need to create the selection:
    1. In the Onboarding (Transitions) Administration menu, click User-defined Selections.
    2. Click Create.
    3. Enter a code and a name.
    4. Specify the order of appearance of the selection.
      If selecting Sequential order, the list of choices in the selection will appear in the order they were created. If selecting Alphabetical order, the list of choices in the selection will appear in alphabetical order.
    5. Click Save.
  2. You then create the elements (choices) provided for the selection:
    1. Click Create next to Elements.
    2. Enter a code and a name.
    3. Click Save.
    4. Create as many elements as required for the selection.
    5. Assign Active status to the elements.
  3. Enable the selection.
  4. You then add the user-defined selection to a user-defined field.
    1. In the Onboarding (Transitions) Administration menu, click User-defined Fields.
    2. Click the Transitions Process or Personal Information category.
    3. Click Create.
    4. Enter a code.
    5. Enter a name in all available languages.
      If you do not know the translation of the name, enter the name in the default language. For example, you can provide an English name in the Name (French) field.
    6. In the Domain field, select the selection you just created.
    7. Specify a type of selection: Single or Multiple.
    8. Click Save.
The new field appears in the User-defined Fields list. It is available when creating user-defined forms, message templates, and documents. It is also available in Taleo Connect exports.