Creating a Custom Form

You can create a custom form in the Form Library. If you use this option, you are building the form from scratch and must add and configure all of the fields you want to include.

To create a custom form:

1. Click (Back Office).
2. From System|Change, select Form Library. The Form Library opens.
3. Click Create New Form. The Create New Custom Form opens.
For this option Define this information
New Form ID

The ID for the new form. Required.
Form Name A name for the form. Required. PrismHR recommends using spaces, not hyphens. Hyphenated words do not wrap correctly in Benefits Enrollment.
Description

A description of the form.

Workflow Type

Benefit Enrollment. Required.

Onboarding

For Onboarding only.
4. Click Continue to proceed to Edit Custom Form.

General Tab

The New Form ID, Version, Revision, Status, Start Date, End Date, Workflow Type, and Offer Type are read-only. The system populates Form Name and Description with the information entered on the previous form, but you can edit it as needed.

Layout Tab

1. In Fields, select the type of field to include (Text, Inline Image, Checkbox, and so on). Enter the number of fields to include, then click Add New Field. The form displays the new fields.
2. Expand the field and click Field ID to configure content. The Field Details panel opens. The parameters vary, depending on the field type selected.
3. For File Hyperlink and Inline Image, click Add File to attach documents, images, or other media to the field.
4. Add and configure fields as needed until you have built the form.
• To preview the form before saving, click Preview Form.
• To return to the Form Library without saving changes, click Back to Forms Library.
5. Click Save. The Submit Form dialog box prompts you to select an option.
Option Description
Immediately

The system sets the form status immediately to Active, and sets the current date as the Start Date. Since there can be only one active version of the form, the system changes the status of any prior active version to Inactive and sets the current date as its End Date.

Future Date

You are prompted to enter a Start Date. The system sets the form status to Inactive, changing it to Active on the start date. Since there can be only one active version of the form, the system changes the status of any prior active version to Inactive and sets the start date for the new version as its End Date.

Save as Draft

The form status is set to Draft. The system does not set a Start Date nor does it set version or revision numbers for the form.