Adding a Form

You add PDF forms so they can be associated with activities, mapped to system fields as needed, and added to workflows.

About this task

Before you can add a PDF form and map it to Talent Suite fields, you must create a writeable PDF version of the form and name the fields used for mapping.

Note: Refer to the Adobe Writer system documentation or online help for instructions about creating a writeable PDF file and naming fields.

Once the writeable PDF file is available, you can upload it and map fields accordingly.

1. Display the Manage and Edit Forms screen.
2. Select the Add New Form icon to display empty fields for adding a new form.
3. In the Name text box, enter the name of the new form.
4. In the Display Name text box, enter the display name for the new form.
5. If you want to include other forms, select the Include Other Forms check box. Note: If you select the Include Other Forms check box, the screen refreshes to show a list of all active forms and an empty list box. To specify additional forms, select one or more form names in the list box and then select the arrow icon to move the selected form names to the list box.
6. Display the Activity Type drop-down list and select an activity type.
7. In the Document Path text box, specify the location of the form. You can select the Browse button to navigate to the file location. Tip: You can select the Browse button to navigate to the file location. The document name is automatically populated in the Upload As text box. If you want to change the name of the file, you can modify the name in the Upload As text box.
8. Select the Upload button to upload the form. If the form uploads successfully, the file name displays as a link in the Upload Form section of the screen.
9. Select the Save Form icon to save the form.