Create an Account forms in Recruiter In Recruiter

“Create an Account” forms in Recruiter

In Recruiter navigate to • • Settings Solutions Locate the Unmanaged Custom Solution for your institution Click that solution to open it

A new window will open for your Solution • Click on Entities • If there is already a dropdown arrow next to your Entity and once you click it, you see Contacts in the list, skip ahead to slide #6 • If there is not a dropdown arrow next to your Entity or if, once you click it, you do not see Contacts • Click Add Existing

A New Window will open titled Select Solution Components Scroll down and select Contact Select OK

A New Window will open titled Missing Required Components Select No, do not include required components Select OK

• • • Click on the dropdown arrow next to Entities Click on the dropdown arrow next to Contact Click on Forms You will now see a list of the forms available in the Contact Entity If you already have a functional “Create an Account Form”, select it to open it and make changes. If you do not have a functional “Create an Account Form”, click on the “Default Create an Account Form” and do a “Save As”

• Your form is now open so that you can edit it. Please follow the next slides to better understand how to configure forms within Recruiter.

Adding a Field to your Form • To add a field to the form, select the field from the list on the right and drag to the location on the form you would like it to appear. • The next slide outlines how to create a field.

Creating a New Field Fill out all required fields 1) 2) 3) 4) 5) Display Name – this is the text that will show on the field on the Website front end Requirement Level – Choose one of the following: No Constraint, Business Recommended, Business Required Name – this will auto fill based on the display name you have typed in Type – this is a dropdown menu of field types to choose from. They include: a) Single Line of text b) Option Set c) Two Options d) Whole Number e) Floating Point Number f) Decimal Number g) Currency h) Multiple Lines of text i) Date and Time j) Lookup Format – this list will change based upon what “Type” you have chosen from above (Please see following screen shots for examples)

Field Type – “Single Line of Text” When Single Line of Text has been chosen as the field type, the Format Field below will change and offer the choices seen in this example. Maximum length default is 100 characters.

Field Type – Option Set When Option Set has been chosen under “Field Type” the screen will change to look like this. 1) Type in the first item on your Option Set in the Label field (Value will auto fill) 2) Then click the green plus sign to add it to the list. 3) Repeat steps 1 & 2 until all items have been added to the list. *If you need to remove an item from the list, highlight the item and click on the remove button 4) Click Save and Close

Field Type - “Two Options” When the field type of “Two Options” has been selected the screen will change to look like this. You have the opportunity to change the default of “No” and “Yes” to whatever two options you would like and/or change the order of them simply by clicking on the Move Up, Move Down, or Edit buttons

Field Type – “Whole Number” When Whole Number has been selected as the field type the screen will change to automatically default to the above settings. You can change these defaults to your specifications. Field Type – “Floating Point Number” When Floating Point Number has been selected as the field type the screen will change to automatically default to the above settings. You can change these defaults to your specifications.

Field Type – “Decimal Number” When Decimal Number has been selected as the field type the screen will change to automatically default to these settings. You can change these defaults to your specifications. Field Type – “Currency” When Currency has been selected as the field type the screen will change to automatically default to these settings. You can change these defaults to your specifications.

Field Type – “Multiple Lines of Text” When Multiple Lines of Text has been chosen as the field type, defaults shown to the left will appear. You can change these defaults to meet your specifications. Field Type – “Date and Time” When Date and Time has been chosen as the field type, defaults shown to the right will appear. You can change these defaults to meet your specifications.

Field Type – “Lookup” When field type of Lookup has been chosen the screen show the defaults shown on the left. “Target Record Type” will be a list of all entities currently in your system that you can choose as the lookup field.

How to Insert “Sections” onto the form A section is “row” on the form. An example is Academic Plans (outlined above) would be a 2 column section. To insert a section onto the form: 1) Click the Insert Tab at the top of the Ribbon. The page will then look as it does in the above screen shot. 2) Click on the section you want to add from the ribbon (one column, two column, three column, four column) 3) A new section will appear at the bottom of the “Tab” (A “Tab” contains all sections in an area – i. e. “Plans”)

How to Add “Tabs” to the Form A “Tab” is an area containing sections that relate to each other. In the above example – all links under the Information area on the left are Tabs - Plans, Personal, Demographics, etc. To Insert a Tab: 1) Click Insert on the top of the Ribbon 2) Click the type of Tab you wish to add – One Column or Two Column 3) A new Tab will appear – the example above is a “Two Column Tab” 4) To name the Tab – double click the New Tab and type in the display name 5) The new Tab Name will appear at the top of the Tab and on the Left Hand Navigation

When you are done adding Tabs, Sections, and Fields to the Create an Account Form 1) Click Save 2) Click Publish

Generating a link to the “Create an Account” form

§ The next two slides outline how to view any “Create An Account” form changes you have made to a form that is in TEST. § “Create an Account” forms that are already live will show changes immediately after they have been saved and published.

• • Navigate to Settings> Settings Home Select Generate Create Account URL

• • • This will open the following window and allow you to choose the form for which you want to “Create an Account” A link is generated Highlight and copy it

• • Navigate to the Web Front End and click on “Create an Account” In the browser address, highlight everything after /Pages (the red text below) • http. //datatel. 6759. /e. Recruiting/External/Pages/createaccount. aspx Paste the link copied in the previous slide on the end of the url • http. //datatel. 6759. /e. Recruiting/External/Pages/createaccount. aspx? f=6 830 a 3 fb-7 a 09 -4 d 95 -9 e 2 e-6 c 7 e 3380 a 9 d 2 Hit Enter. This will bring up a preview of the new form