Define Assistant Fields
Explanation
This activity is used to define what fields and tables are available in each
of the assistant steps.
Prerequisites
In order to perform this activity:
- An assistant configuration has to be registered in the system.
System Effects
As a result of this activity, an assistant configuration will change the
number of fields which are available in the assistant.
Window
HR Assistant Configuration
Related Window Descriptions
HR Assistant
Configuration
Procedure
- Open the HR Assistant Configuration window.
- Search or populate to find a relevant assistant configuration ID.
- On the Configuration tab, use the list on the left to
select a step which you want to change.
- By selecting the Mandatory Field check box, you can make the
field obligatory for the users to complete the assistant.
Note: Some fields are marked as mandatory by default. Those fields
are required by the assistant and cannot be made optional.
- If you want to remove a field from the assistant, clear the Enabled
button.
Note: Mandatory fields cannot be hidden.
- To control what tabs are displayed in the assistant:
- Note that assistant tables are visible in the configuration on the
Fields tab among normal fields. They are marked by a +
sign next to their record (e.g., in the Multi Field step of
New Employee assistant).
- If you want to disable the entire table, you can clear the
Enabled check box, just as you would do with a normal field.
- If you want to keep the table but modify its columns, right-click
its record and click Table Columns. A dialog box will open and
let you modify table's columns the same way its described in steps 4 and
5.
- To change the order in which fields appear, right-click anywhere in
the Fields tab and click Change Field Order.
A dialog box will open.
- To change the order in which fields appear, select a field and move it
by clicking up and down arrows. Fields appear from left to
right, top to bottom.
Note: You can preview what the step will look like on the
Layout tab.
- Keep in mind that this is a quick but not very precise setting. For
detailed layout configuration, go to the
Define Field Layout activity.
- Once you defined the step order, press OK.
- Save your changes.