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Working with eForms

This topic describes what an HR agent can do on eForms submitted by self-service users and other HR agents.

If an HR service request is based on a solution that contains an eForm question, a self-service user is prompted to complete an eForm. EForms that are completed by self-service users can be viewed on the eForms tab of a case.

If an HR service request is based on a solution that contains a Create eForm or Modify eForm task, an HR agent must add or modify an eForm.

 

An HR agent can add or modify eForms in one of the following ways: 

 

  • In a Case form, the eForms tab

 

  • In a Task form, the Create eForm or Modify eForm section on the Tasks Details tab

In a Case form, on the eForms tab, you can perform the following actions:

  • Click Open to view and edit the available eForms, added by end users or HR agents
  • Click Add to create a new eForm
  • Click Remove to delete a selected eForm.
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