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Self-service Form elements

Elements make up the content of a self-service Form. Click to go into edit mode. In edit mode, you create the element.

Acknowledgement

This element contains a link to a document or page (URL) that must be clicked before the Form can be completed.

Example: The element could be used on a Form that requires an employee to open multiple policy documents.

Tip: If you link to documents outside of Rival Workflow, they should be available without requiring authentication. The Form cannot determine if authentication is successful when the link is clicked.

Properties

Property	Description
Field ID	Enter a field ID for this item. This is how the system identifies it. Users do not see the field ID.
URL to view (required)	This is the path to the document. This path opens in a new browser window or tab. Browse button opens the location within the system that contains documents. Clear button clears the URL. Upload button uploads a new document. (Old documents are not replaced so make sure your documents have unique names.) These document types are supported: pdf, doc, and docx.
Link Text (required)	Text that is displayed to the user who is filling out the Form. The user clicks on any of this text to open the linked location.
Append to PDF	If checked, acknowledged PDF is added to the end of the printed or downloaded Form. Tip: This feature is only available for acknowledgment fields that contain pdfs; no other formats are included with the printed or downloaded document.
Show date and time viewed	If checked, the date and time an acknowledgment link is clicked is shown.
Format	Select the date and time format for the time stamp of when the acknowledgment link is clicked.
Help Text	Enter text that explains this item or provides instructions. On the Form, a question mark icon appears beside the field.

Address

Use this item to collect input for a standard United States or Canadian address.

Properties

Property	Description
Field ID	Enter a field ID for this item. This is how the system identifies it. Users do not see the field ID.
Field Display Name	Enter a name for this element. This name appears on the form.
Required	This sets certain fields as required based on the Country selected.
Help Text	Enter text that explains this item or provides instructions. On the Form, a question mark icon appears beside the field.
Country	Select US, Canada, India, or Philippines.
Address Line 1
Address Line 2
City
State
Zip Code
Encrypted	Encrypts the data when the Form is saved. Encryption converts data into another form, or code, so that the data is protected.

Banner

A banner appears at the top. A banner can contain an image and text.

Tip: If you upload an image and don't include text, the image spans the width of the banner.

Edit mode

To include an image, browse and upload the image. Select image alignment. If you only want an image in the banner (no text), click the Image Only check box.

To include text, enter text in the text box. Format the text, select text color, alignment, and so on. Links are supported.

Comment Box

Use to collect any feedback, comments, and so on. Maximum character limit is 1000 characters.

Edit mode

Enter a question ID and question text. Select if the question is required or not. Enter the character limit.

Properties

Property	Description
Field ID	Enter a field ID for this item. This is how the system identifies it. Users do not see the field ID.
Field Name	Enter a name for the comment box. Users see this name.
Required	If checked, a user must enter text into the comment box.
Character Limit	The default maximum character limit is 1000 characters. If you want a lower character limit, enter it here.

Date

Collects the date in the format that you select here.

Edit mode

Enter a field ID, field display name, and select whether the date is required or not.

Select the date format. Options are MM/DD/YYYY, DD/MM/YYYY, Localized Short Date, Localized Medium Date, and Localized Long Date.

(Optional) If you want to place restrictions on the date, select an option. Options are: None, Future, Past, Past 16 Years, Past 18 Years, Today.

Properties

Property	Description
Field ID	Enter a field ID for this item. This is how the system identifies it. Users do not see the field ID.
Field Display Name	Enter a name for this element. This name appears on the form.
Required	If selected, this element is required and a user must complete it on the Form.
Help Text	Enter text that explains this item or provides instructions. On the Form, a question mark icon appears beside the field.
Restrictions	Controls whether the date can be a past date, today's date, or future date.
Format	Select the date format.

Footer

A footer appears at the bottom of a form.

Edit mode

Enter text, select font, font size, text style, and text alignment. Links are supported.

Full Name

Use to collect a person's full name.

Properties

Property	Description
Field Id	Enter a field ID for this item. This is how the system identifies it. Users do not see the field ID.
Field name	Enter a name for this element. This name appears on the form.
Required	Sets the first and last name fields to be required. (You cannot require the middle name, salutation or suffix.)
Show Salutation	When checked, salutation selection is displayed. Tip: The selection field is populated from the "eFormBuilder_fullname_prefix" list.
Show Middle Name	When checked, middle name is displayed.
Show Suffix	When checked, the suffix selection is displayed. Tip: The selection field is populated from the "eFormBuilder_fullname_prefix" list.
Help Text	Enter text that explains this item or provides instructions. On the Form, a question mark icon appears beside the field.
Default	The first, middle and last name in the Details section of an employee account is used to default the correct field of the full name. The only options for defaulting the full name field are: Benefiter: The employee going through the event. Event Coordinator: The employee who is overseeing the event.
Encrypt	Encrypts the data when the Form is saved. Encryption converts data into another form, or code, so that the data is protected.

Multi Select

Multi select questions that can be displayed as check box options or a drop-down multi-select list. Answer list is managed directly in the multi select settings so there is no need to create a list outside of the form. The answer list appears in the order in which answers are entered but you can move them using the Add at drop-down. Minimum of two answers are required.

Edit mode

Enter a question ID and question text. Select if the question is required or not. Select the question type (check box or drop-down list). Enter an answer and click .

Tip: To position an answer in the answer list, enter the answer, click and select the position, and then click .

Properties

Property	Description
Field ID	Enter a field ID for this item. This is how the system identifies it. Users do not see the field ID.
Field Display Name	Enter a name for this element. This name appears on the form.
Required	If selected, this element is required and a user must complete it on the Form.
Question Type	Options are check box, drop down, type ahead search.
Value List	List of values presented on the Form. Options in this list are managed from the Lists tab of the Forms Administration page.
Select Alignment	Select the alignment for the check boxes. Options are Horizontal or Vertical.
Default Value	If you want a default value for this element, select it here.
Help Text	Enter text that explains this item or provides instructions. On the Form, a question mark icon appears beside the field.
Encrypted	Encrypts the data when the Form is saved. Encryption converts data into another form, or code, so that the data is protected.

Personal Info

Use this element to add an Employee information section without having to add every field one at a time. The element includes these elements: Employee Name, Address, Email Address, and Date of Birth.

Edit mode

Section Name defaults to Employee Information. You can change it if you want. You can also select a permission.

Properties

For the Employee Name element, refer to the properties for Full Name.

For the Address element, refer to the properties for Address.

For the Email Address element, refer to the properties for Text Input.

For the Date of Birth element, refer to the properties for Date.

Section

Use to visually break up the form and control who can fill out the fields within a section.

Properties

In addition to the field name, the section includes the following property:

Property	Description
Section Name	Enter a name for the section. This appears on the form.
Permissions	Controls who can edit fields within a section. Options are: Everyone / [Blank]: There is no specific control of the fields within this section; this has the same effect as if the fields were not within a section. Benefiter: Only the employee going through the event can edit the fields within the section. Assignee: Only the employee who is assigned the task, but not the benefiter, can edit fields within the section.

Property

Description

Section Name

Enter a name for the section. This appears on the form.

Permissions

Controls who can edit fields within a section. Options are:

Everyone / [Blank]: There is no specific control of the fields within this section; this has the same effect as if the fields were not within a section.
Benefiter: Only the employee going through the event can edit the fields within the section.
Assignee: Only the employee who is assigned the task, but not the benefiter, can edit fields within the section.

Signature

The item provides options for how employees can sign eForms. When included on an eForm, an electronic signature is required before an employee can save and complete the eForm.

Properties

In addition to the field name and date format, the electronic signature includes the following properties:

Property	Description
Allow ‘wet’ signature	A wet signature is when an employee signs a paper form with a pen. This is what is traditionally considered a signature. To use this signature type, your employee needs access to a printer. Wet signature is selected by default.
Allow Cursor Sign	A cursor signature is when an employee uses the cursor and mouse to draw a signature on the page. This method captures an image of the employee signature, which is stored with the eForm.
Allow Keyboard Sign	A keyboard signature is when an employee types in their name to sign the eForm.
Allow PDF Sign Service	Uses a third-party signing solution for the electronic signature. Options: No: A third-party signing solution is not used. Electronic signature: A Sign & Sign button appears on the eForm. After a user clicks it, signing happens using the third-party signing solution. Digital signature: The eForm is sent to a third-party signature provider with instructions to apply a digital signature to the eForm document. Tip: If you select the Allow PDF Sign Service option, it is recommended that you do not select any of the other three signing options: wet signature, cursor sign, and keyboard sign.
Force Login when signing	Check to require a user signing the form to re-authenticate (or login) when initiating the signing process. (For clients using Rival Authentication.)
Check Validity on Reopen	Checks the validity of the employee's printed name when the task/eForm is reopened. Example: When an employee completes an eForm and enters their printed name, it is stored on the eForm when, where, and how they signed it. If the employee's profile name changes (say from Mary Smith to Mary Smith-Jones), the employer may opt to reopen that task/eForm to capture the name change. Upon reopening the task, the employee receives an alert and must re-sign the eForm.
Keyboard Verification (required)	Select the name that you want to use to verify the electronic signature when an employee signs by typing in their name. Formatted Account Name: Uses the First, Middle and Last names from the user account, of the logged in employee, formatted based on the setting for displaying names in your system. See Configure Settings Employees page. Employee – Full Legal Name: If a field on the employee profile is named "Full_Name" exists it can be used to verify the benefiter’s name. Blank can also be selected to not verify the name that is typed in against any existing value.

Single Select

Single answer questions that can be displayed as radio options or a drop-down list. The answer list is managed directly in the single select settings so there is no need to create a list outside of the form. The answer list appears in the order in which answers are entered but you can move them using the Add at drop-down. Minimum of two answers are required.

Edit mode

Enter a question ID and question text. Select if the question is required or not. Select the question type (radio button or drop-down list). Enter an answer and click .

Tip: To position an answer in the answer list, enter the answer, click and select the position, and then click .

Properties

Property	Description
Field ID	Enter a field ID for this item. This is how the system identifies it. Users do not see the field ID.
Field Display Name	Enter a name for this element. This name appears on the form.
Required	If selected, this element is required and a user must complete it on the Form.
Question Type	Options are radio button, drop down, type ahead search.
Select Alignment	Select the alignment for the radio buttons. Options are Horizontal or Vertical.
Value List	List of values presented on the eForm. Options in this list are managed from the Lists tab of the eForms Administration page.
Default Value	If you want a default value for this element, select it here.
Help Text	Enter text that explains this item or provides instructions. On the Form, a question mark icon appears beside the field.
Encrypted	Encrypts the data when the Form is saved. Encryption converts data into another form, or code, so that the data is protected.

Static Text

Text that describes some aspect of the form such as introductory text, company information, and so on. Formatting, font selection, text color, text alignment, and links are supported.

You can include merge fields on static text elements.

Edit mode

In the text box, enter text. Format the text, select text color, alignment, add links and so on.

Text Input

This element is for collecting text input. It can be text or numerical data.

Properties

Property	Description
Field Id	Enter a field ID for this item. This is how the system identifies it. Users do not see the field ID.
Field Name	Enter a name for this element. This name appears on the form.
Rows	Enter the number of text rows allowed.
Character Limit	Enter the character limit. 1000 characters is the maximum.
Placeholder Text	Place holder text displays in light gray until user enters text.
Input Mask	An input mask controls of format of text entered into the field as text is typed. Can also be used to restrict the types of characters that can be entered.
Validation	If you want to validate this item, select a validation method.
Help Text	Enter text that explains this item or provides instructions. On the Form, a question mark icon appears beside the field.
Required	If selected, this element is required and a user must complete it on the Form.
Hidden	Controls if a field displays on the eForm when an employee fills it out. A hidden field cannot be required or have validation. Example: A hidden field is useful when it is defaulted with an employee identifier like Employee ID or SSO ID. Field is delivered with the eForm data to an integration that collects the data.
Read Only	Cannot be edited by any user who opens the eForm no matter the permissions of the section that the field appears in. Sections that are set as read only prevent any user who opens the eForm from editing any of the fields in that section.
Encrypted	Encrypts the data when the Form is saved. Encryption converts data into another form, or code, so that the data is protected.
Default Value	If you want this element to have a default value, enter it here.