Onboarding Reporting Tile
V12 Home Page
Once subscribed, the tile for Onboarding is automatically available in the homepage:
V3 Home Page
Once subscribed, the tile for Onboarding is automatically available in the SFSF and can be included in the Home Page from the Manage Home Page administration. Move the new tile AdobeSignOnb from the Not Used section to the Default section (or to the desired custom section):
Custom MDF object for Signed Documents
Create Custom Object
Access “Configure Object Definition”: select Create New -> Object Definition:
Create a new custom object cust_OnbSignedDoc definition with the following properties:
The custom object should contain the following fields:
| Name | Database Field Name | Data Type |
| externalCode | externalCode | User |
| externalName | externalName | String |
| cust_OnbSignedDoc | sfFields.sfField1 | Attachment |
| mdfSystemEffectiveStartDate | effectiveStartDate | Date |
| mdfSystemEffectiveEndDate | effectiveEndDate | Date |
| mdfSystemTransactionSequence | transactionSequence | Number |
| mdfSystemInternalCode | internalCode | Number |
| mdfSystemEntityId | entityId | String |
| mdfSystemRecordId | recordId | String |
| mdfSystemStatus | effectiveStatusStr | Enum |
| mdfSystemObjectType | objectType | String |
| mdfSystemId | id | Number |
| mdfSystemCreatedBy | createdBy | User |
| mdfSystemCreatedDate | createdDate | DateTime |
| mdfSystemLastModifiedBy | lastModifiedBy | User |
| mdfSystemLastModifiedDate | lastModifiedDate | DateTime |
| mdfSystemProxyUser | proxyUser | String |
| mdfSystemRecordStatus | recordStatusStr | Enum |
| mdfSystemOptimisticLockId | optimisticLockId | Number |
| mdfSystemOptimisticLockUUID | optimisticLockUUID | String |
| mdfSystemExternalUserVisibility | externalUserVisibility | Enum |
| mdfSystemVersionId | versionId | Number |
| cust_OnbSignedDoc2 | sfFields.sfField3 | Attachment |
| cust_OnbSignedDoc3 | sfFields.sfField4 | Attachment |
| cust_OnbSignedDoc4 | sfFields.sfField39 | Attachment |
| cust_OnbSignedDoc5 | sfFields.sfField40 | Attachment |
| cust_OnbSignedDoc6 | sfFields.sfField41 | Attachment |
| cust_OnbSignedDoc7 | sfFields.sfField42 | Attachment |
| cust_OnbSignedDoc8 | sfFields.sfField43 | Attachment |
| cust_OnbSignedDoc9 | sfFields.sfField44 | Attachment |
| cust_OnbSignedDoc10 | sfFields.sfField45 | Attachment |
| cust_OnbSignedDoc11 | sfFields.sfField46 | Attachment |
| cust_OnbSignedDoc12 | sfFields.sfField47 | Attachment |
| cust_OnbSignedDoc13 | sfFields.sfField48 | Attachment |
| cust_OnbSignedDoc14 | sfFields.sfField49 | Attachment |
| cust_OnbSignedDoc15 | sfFields.sfField50 | Attachment |
| cust_OnbSignedDoc16 | sfFields.sfField51 | Attachment |
| cust_OnbSignedDoc17 | sfFields.sfField52 | Attachment |
| cust_OnbSignedDoc18 | sfFields.sfField53 | Attachment |
| cust_OnbSignedDoc19 | sfFields.sfField54 | Attachment |
| cust_OnbSignedDoc20 | sfFields.sfField55 | Attachment |
For the field externalName you can predefine a Description valid for all the documents by changing the “Default Value”.
As soon as all the fields are defined, complete the rest of the properties. Please make sure to grant the correct RBP permissions for the category “Miscellaneous Permissions” base on the User field called “externalCode”:
Create User Interface
Navigate to “Manage Configuration UI” and select Create New: ID: cust_OnbSignedDoc
Base Object: cust_OnbSignedDoc
For each of the below mentioned fields, click on “Edit properties” and perform the following changes:
- externalName:
o Visible: No
- cust_OnbSignedDoc (Onboarding Signed Documents):
o Editable: No
- Cust_OnbSignedDoc2 -> Cust_OnbSignedDoc20:
o Editable: No
o Show Label: No
An optional property to not show the tile of the interface can be setup by accessing the header properties:
After the User Interface for the object is created, navigate to Extension center and create a new extension called cust_OnbSignedDoc. For this extension you will add the existing object cust_OnbSignedDoc created earlier. Save the extension.
Grant permissions
Select the user group for the technical API user in your system (Admin center -> Set user permissions -> Manage permission roles) and navigate to “Miscellaneous Permissions”. Select the custom extension from the right side of the screen and grand the View –Edit – Import/Export permissions.
Configure Employee Files
Employee Profile V11
Navigate to “Configure Employee Files” and Edit the “Profile” section:
On the User Elements, Add a new portlet of type “Live Profile MDF information”:
Select the desired name and description and use as MDF Screen Id “cust_OnbSignedDoc”:
By navigating to Employee Files/My Employee Files -> Profile, the new portlet should be visible:
Employee Files V12/People Profile
Navigate to “Configure People Profile” – in the right part of the screen (“Available Blocks”) scroll all the way to “Custom Block” and select “Live Profile MDF information”. Drag this block and drop it into the desired section from the left part of the screen (for testing purpose, we will use the section “Personal Information”):
Select the Block Name and the MDF object (and Save):
To check the custom field creation, navigation to “My employee files”.
