Assigning Onboarding forms based on values on MDF object

[NathanWilkinson]

In this article we will summarize how you can differentiate sending the correct forms for US Federal Contractors.

The customer has several legal entities, some of which hire federal contractors.  For those employees employed in a ‘Non-Federal contractor legal entity’ they didn’t want them to complete the ‘Voluntary Self-Identification of Veteran Status’ form or the standard compliance form ‘Voluntary Self-Identification of Disability’.  However, for ‘Federal contractor legal entities’ they did want them to complete ‘Voluntary Self-Identification of Veteran Status’ and ‘Voluntary Self-Identification of Disability’.

In Onboarding the ‘Voluntary Self-Identification of Disability’ form is either on or off, you can’t trigger the form based on logic.  Below we detail how this was solutioned using logic on the legal entity table along with a series of rules.

Step 1.

Create a custom field on the Legal Entity object, with ‘Yes/No’ picklist.  Then update two legal entities one with each value for testing.

Step 2

Disable Voluntary Self-Identification of Disability

Step 3

Create the fields for federal contractors and disability in global info for USA.

Step 4

So that ‘Non federal contractors’ do not see these two fields during the onboarding process, a rule needs to be built as follows to trigger on change of ‘gender’.

Step 5

Create 3 onboarding forms.

• Invitation to Self-identify with Veteran Status
• Invitation to Self-identify without Veteran Status
• Voluntary Self-Identification of Disability form

Step 6

Create ‘Assign forms’ rule as follows.

As a result, you get the following.

This solution can be adapted to work on other objects or different types of forms.  For example, you could put the ‘federal contractor’ flag on job classification.