Exercise: Adding a Repeating Layout

Scenario
When the candidate applies for the job they must include any professional work experience that
would help the recruiters to consider them for the open position. This information should include
the company name, job title, and both starting and ending date.
Similarly, the candidates should indicate their educational background in terms of institution name,
highest grade achieved, and year of graduation.
Role: System Architect
User Name: LeadArchitect
Password: password

Approach
Use the stage designer approach that we learned in the lesson to create new repeating layouts in
the Collect professional info and Collect educational info steps.

For the Collect Professional Information action, create a page list named Work History with
properties from the table below.

Property Name Property Type

Company Name Text
Job Title Text
Start Date Date
End Date Date

For the Collect Educational Information action, create a page list named Educational Background
with properties from the table below.

Property Name Property Type

Institution Name Text
Highest Grade Achieved Text
Year of Graduation Integer

Hints
1. Reminder that there are three ways to open Form Configuration.

 a. From the Case Designer landing page Select Configure form from the Step options
menu.
b. From the Properties panel Select the step and then click the Configure form link.
c. While running the process click Yes, Ill add a form now while executing a step that
currently has no form.
2. Click the Configure process detail link in the Case Designer to open the outline view.
3. New fields default to Text in the Configure form dialog. Select Object to generate a property
of type Page. Select List of objects to generate a Page List.

Procedure
We have seen how you can configure a form for an assignment step by going to the process outline
and while testing a case. In this exercise, we will select Configure form from the step menu in the
case designer.

1. Open the Candidate case in the Case Designer, if necessary.

2. Open the step menu for the Professional Info step and select Configure form.
3. In Form configuration, enter Work History and select List of objects to generator a page list
type property.

4. In the first field for Work History, enter Company Name.

5. Click Add field to list three times and then enter the remaining field names (Job Title, Start
Date and End Date) and property modes from the table in the Approach section of this
exercise

Important: Ensure that all of your fields have been entered correctly and
that Work History is a List of objects before saving your new page list.

6. Click Save to close the Form configuration dialog. Save the updates to the case type.

7. Verify that the rules have been created by looking for the new data properties in the
Application Explorer SAE-HRServices-Work class.
 Note: You may need to Refresh the Application Explorer to see the new page list.

8. Test the new UI by running the process to create a new case.

9. Return to the Candidate case and create a form for the Educational Info step in the Collect
Information stage. Open the Form configuration dialog using any of the ways listed in the
Hints section.

10. Using instructions supplied in steps 3-5, create a page list named Educational Background
with fields (Institution Name, Highest Grade Achieved and Year of Graduation) listed in
the Educational Background table in the Approach section of this exercise.

11. After checking to be sure that your data types are correct, click Save to close the Form
configuration dialog and Save updates to the case type. Run the process to create a case so
you can view the updated UI section.