HR Form Launch

Main information on form launches registered in the system is stored in the Form launches (hrm_form_launch) table. A form must be launched for a respondent to receive their personal form instance for completion. Only the forms that are in the Available for launching or Launched state can be sent to respondents.

tip

Roles required:

• Create, read – hrm_supervisor, hrm_form_launch_manager, hrm_admin.
• Update – hrm_form_launch_manager, hrm_admin.
• Delete – hrm_admin.

Create a launch

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Follow one of the paths below to launch a form:

Path	Steps
Via a Form record	In the agent interface, navigate to Human Resource Management → Forms and Surveys → Forms. Open the necessary form record and click Launch. Fill in the required fields in the window that opens and click Launch.
Via a Launch form record	In the agent interface, navigate to Human Resource Management → Forms and Surveys → Form Launches. Click New in the upper-left corner and fill in the fields. Click Save or Save and Exit to apply the changes.

Launch form fields

Field	Mandatory	Description
State	Y	Possible values: Pending In progress Completed Canceled
Launch title	N	Specify the launch title.
Form	Y	Specify the form that needs launching.
Launch now	N	The checkbox is selected automatically if the launch was created immediately after saving the launch record. A clear checkbox means the launch was scheduled for a later time.
Start date and time	Y	The field displays the date and time when the launch started. The field is completed automatically.
Time limit	N	The field displays the deadline for submitting completed form instances.
Respondent selections	Y/N	Specify an employee selection to make a list of respondents according to certain conditions. The field is mandatory if neither Respondent groups, nor Respondents are specified.
Object	N	Select an object you want to gather information about from the respondents. Available options: Company Branch Section Department Unit Group Team Employee If you select an object, the title of the form instance contains the name of the object.
Organization	Y/N	Specify a company or its unit. The field is mandatory if the Object field contains on of the following options: Company, Branch, Section, Department, Unit, or Team.
Group	Y/N	Specify a group. The field is mandatory if the Object field contains Group.
Employee	Y/N	Specify an employee. The field is mandatory if the Object field contains Employee.
Respondent groups	Y/N	Specify a group of respondents to receive form instances. The field is mandatory if neither Respondent selections, nor Respondents are specified.
Respondents	Y/N	Specify one or more respondents to receive form instances. The field is mandatory if neither Respondent selections, nor Respondent groups are specified.
Approval required	N	Select the checkbox if you want the responses to be reviewed before acceptance. The checkbox is cleared by default.
Approvers	Y	Specify approvers to review form instances before acceptance. The field is available if the Approval required checkbox is selected.
Created by	N	The user who created the launch. The field is completed automatically.
Created at	N	The date and time when the launch was created. The field is completed automatically.

Edit a launched form

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If you need to edit a form that is in the In progress state, we recommend doing it only when there is just one scheduled launch for which no responses have yet been received.

In such a case complete the following steps:

1. In the agent interface, navigate to Human Resource Management → Forms and Surveys → Form Launches and open the form that requires editing.
2. Click Cancel in the upper-right corner. The form enters the Available for launching state.
3. Edit the form available for launching and create a form launch.

Now you have edited and relaunched the form.