2935079 - Mapping picklist as checkboxes in ONB Document Template Mapping - Onboarding

Customer has configured a picklist field in their Custom Data Collection step and would like its value to appear as checkboxes when a PDF Form Template is created for an onboardee.

This article will serve as a reference on to fulfill such requirement by discussing the configuration recommendations needed to be performed by the customer or their partners.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SuccessFactors Onboarding 

For this example, we will be using the gender picklist from the Custom Data Collection step, and will map it to a gender checkbox in the PDF form

Creating a Custom Data Collection Object

1. Go to Admin Center >> Configure Object Definition.
2. Choose Create New >> Object Definition.
3. Enter the following properties (required):
   
   • Code: <enter the object definition code>
   • Effective Dating: None
   • API Visibility: Editable
   • Status: Active
4. Create the following fields:
   
   1. cust_gender (Picklist)
   2. cust_malecb (String)
   3. cust_femalecb (String)
   4. cust_userConfig (Generic Object)
5. Click the Details on cust_gender field.  Enter the picklist Id in the Valid Values Sources field. Change Visibility to Editable. Save.
   
6. Click the Details on cust_userConfig field.  Enter ONB2DataCollectionUserConfig in the Valid Values Sources field. Change Visibility to Editable. Save.
   
7. Configure the field externalCode as data type Auto Number.

Associating Custom Data Collection Object to ONB2DataCollectionUserConfig

1. Go to Admin Center >> Configure Object Definition.
2. In the first drop down, select Object Definition.
3. In the second drop down, select Onboarding data collection user configuration.
4. Click Take Action >> Make Correction.
5. In the Association section, enter the following properties:
   
   • Name: <enter the name of the association>
   • Multiplicity: One to One
   • Destination Object: <select the custom data collection object code created>
   • Type: Join by Column
6. Click on the Details, and configure the following properties:
   
   • Destination Object Column: cust_userConfig
   • Source Object Column: internalId
   • Visibility: Editable
7. Save.

Creating a custom panel for the Custom Data Collection Object

1. Go to Admin Center >> Manage Configuration UI
2. Click Create New.
3. Enter the Id, and Select Base Object corresponding to the custom data collection object created.
4. Configure the following fields, and configure the properties:
   
   1. Gender
      
      • Editable: Yes
      • Visible: Yes
      • Value Type: Resolver
      • Value Type Resolver: cust_gender
   2. Male
      
      • Editable: Yes
      • Visible: No
      • Value Type: Resolver
      • Value Type Resolver: cust_malecb
   3. Female
      
      • Editable: Yes
      • Visible: No
      • Value Type: Resolver
      • Value Type Resolver: cust_femalecb
5. Save the UI configuration.
6. Go to Admin Center >> Manage Data.
7. In the first drop down, select Onboarding data collection configuration.
8. In the second drop down, select which data collection configuration you would like to include the UI configuration.
9. Click Take Action >> Make Correction.
10. Enter the UI Configuration Id in the List of UI Items Configured.
11. Save.

Creating a business rules to translate picklist into checkbox values

1. You will be creating two business rules to translate the picklist value into checkbox (one for Male picklist value, and one for Female)
2. Go to Admin Center >> Configure Business Rules.
3. Select Rules for MDF Based Objects rule scenario.
4. Enter the following properties:
   
   • Rule Name: ONB_GenderM
   • Rule Id: ONB_GenderM
   • Base Object: <select the code of the custom data collection object created>
     
   • Purpose: Evaluate
5. Set the following conditions:
   
   
6. Repeat the same step for ONB_GenderF.
   
   
7. Go back to Admin Center >> Configure Object Definition and open the custom data collection object you have created.
8. Click on Take Action >> Make Correction.
9. Associate the rules in the Save Rules section.
   

Uploading a Document Template

1. Go to Admin Center >> Maintain Onboarding  and Offboarding Document Templates.
2. Upload the document that will be used in the mapping (see attached file for sample document created for testing).
3. Maintain the signature fields in the mapping.
4. Click on the Open Mapping icon.
5. Configure the following mappings in the placeholders:
   
   1. Placeholder: cust_malecb
      
      • Mapping Type: Direct
      • Base Object: Process
      • Target Field: toDataCollectionUserConfig.<custom data collection object>.cust_malecb
   2. Placeholder: cust_femalecb
      
      • Mapping Type: Direct
      • Base Object: Process
      • Target Field: toDataCollectionUserConfig.<custom data collection object>.cust_femalecb

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