Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create Dynamic Form

Follow these steps to create a dynamic form.

To create a dynamic form:

  1. On the Dynamic Form screen, click the Create New Form button.
  2. In the Form Type field, select one of the following options.

    • Interview: This type allows you to create a form for use when interviewing job seekers and candidates.

      The Create New Form screen automatically displays interview-related fields.

    • Requisition: This type allows you to create a form for use by recruiters when they create requisitions to fill a job or an open position in your organization. The Create New Form screen automatically displays requisition-related fields.

    • Résumé: This type allows you to create a form for use by job seekers when they submit their information to a job posting in your organization. The Create New Form screen automatically displays resume-related fields.

    • Onboarding: This type allows you to create a form for recruiters to send to an individual or a group when the onboarding process is initiated for a newly-hired employee. The Create New Form screen automatically displays onboarding-related fields.

      As you design the form, make sure to select the For Internal Completion Only check box for forms that are intended for completion by internal users only. This ensures that the onboarding form is not routed to new hires.

    • Secondary Application: This type allows you to create a form for recruiters to send to a candidate when more information is required. The application will display those fields specifically created for secondary applications. The Create New Form screen automatically displays additional information-related fields.

    • Offer Details: This type allows you to create a form for recruiters use when they create a job offer for a potential new hire. The Create New Form screen automatically displays additional offer-related fields.

  3. The Create New Form screen displays, along with the workspace for creating the form.
  4. Enter a value in the Form Name field.
  5. Enter a value in the Page Name field.
  6. Drag and drop the fields from the left pane onto the workspace.

    The fields are categorized as follows:

    • System Fields: These are fields that are included by default in the application.

    • Custom Fields: These are fields that are created for your organization. If no custom fields have been created for your organization, the area below the Custom Fields header is empty.

    • Field Blocks: These are groups of related fields, for example, education fields or address fields. If no field blocks have been created for your organization, the area below the Field Blocks header is empty.

      Note:

      Clicking the category titles expands and collapses the listing for each.

      If a field name is in red font, followed by one asterisk (*), then you must add the field to the form in order for the application to function properly. The field is marked as a required field when displayed to the recipient.

      If a field name is in red font, followed by two asterisks (**), then you do not need to add the field to the form in order for the application to function properly. However, if you do add this field to the form, then that field is marked as a required field when displayed to the recipient.

      If a field name is in black font, without any asterisks, then the field is optional and is not marked as a required field when displayed to the recipient.

      The requirement settings for a Field Block are determined when the field is added to the form.

  7. Click Add A Page to add a page, or Add Row to add another row.
  8. If you need a field that is available on any of the categories on the left pane, click the Create Custom Field button to create the desired field.
  9. Save your work by selecting one of the following:

    • Click Save Draft to save your selections as a draft form.

    • Click Save and Continue editing to save all your selections and continue editing the form.

    • Click Save to generate the form.

      Note:

      Duplicate form names will result in an error. By default, “Page 1” displays in the Page Name field. If the form will have more than one page, it is recommended that you name each page to help distinguish the different pages.