Creating Additional Fields for Data Capture Forms

Objective

After completing this lesson, you will be able to create additional fields for data capture forms.

Additional Fields in the Candidate Profile Extension

Using the Candidate Profile Extension, additional fields can be created to be added to Data Capture Forms. For example, recruiters may want to gather information such as "What is your major?" or "How many years of retail experience do you have?" Currently, the Candidate Profile Extension is visible for Recruiting users and not yet visible to Candidates on their Profile. Please do NOT store any recruiter-only data in Candidate Profile Extension, as this object will be candidate-facing in future releases.

Supported field types for Candidate Profile Extension fields:

  • String (text)
  • Boolean
  • Pick list
  • Number
  • Decimal

Important: When setting up Data Capture Forms, if the data doesn’t sync or appear at all, run the metadata refresh from Admin Center→OData API Metadata Refresh, and then log out of SAP SuccessFactors HCM and log back in. Refreshing your browser may also help. If the data is still not refreshed, request that clear cache be run from Provisioning: MDF Cache Tool→Clear cache.

Create Candidate Profile Extension Fields and Add Them to the Data Capture Form

Business Example

Before adding the form to a landing page, you will add questions related to the number of years of experience that the candidate has.

ExerciseStart Exercise

Task 1: Create Additional Fields

Steps

  1. Navigate to Admin Center→Configure Object Definitions.

  2. From the Search box, select Object Definition.

  3. From the second box, use typeahead to locate and select Candidate Profile Extension.

  4. From the Take Action list at the right, select Make Correction.

  5. Scroll to the bottom of the Fields section and in the box containing cust_, enter yearsSales. (The cust_prefix will be added automatically.)

    1. In the Maximum Length box, enter 2.

    2. From the Data Type dropdown list, select Number.

    3. On the same line, click Details.

    4. Scroll down to the Label field and enter Years of sales experience.

    5. If you do not want the field to be required on the Data Capture Form, select No for Required.

    6. Click Done. (It appears that some of the remaining fields on that page are required, but they are not.)

  6. Add another field in the same way, and name the new field yearsManagement. (The full name will be cust_yearsManagement.) Use Years of management experience for the Label.

  7. Scroll to the bottom of the main Object Definition page and click Save.

  8. Navigate to Admin Center→OData API Metadata Refresh And Export.

  9. Click the Refresh button next to Cache.

Task 2: Add Fields to the Data Capture Form

Steps

  1. To refresh the list of fields available for data capture forms, close and reopen Career Site Builder.

  2. Within CSB, navigate to Tools→Data Capture Forms.

  3. Edit the Remote Sales Manager form.

  4. On the Layout page, click +Add.

  5. Select Years of sales experience and Years of management experience. Close.

  6. Move the two new fields above the Resume fields.

  7. Select Save.

Create an MDF Picklist in the Candidate Profile Extension

If you need to add a picklist type field to a Data Capture Form, first create the Candidate Profile Extension for the picklist options, and then create the Candidate Profile Extension field. In this example, the question "What year will you graduate?" is created for inclusion on a data capture form.

Steps

  1. At the top right of the Admin Center→Configure Object Definitions page, from Create New, select Picklist.

    • For Code, enter gradYear.
    • For Name, enter What year will you graduate?
    • For Status, select Active.
    • For Effective Start Date, enter 01/01/1900 .

  2. Skip to the Values section of the page.

    • For External Code, enter 2022.
    • For Label, enter 2022.
    • For Status, select Active.

  3. Repeat the previous step to add additional years (2023, 2034, and so on).

  4. Save.

  5. Still on the Configure Object Definitions page, from the Search box select Object Definition.

  6. From the second box, use typeahead to locate and select Candidate Profile Extension.

  7. From the Take Action list at the right, select Make Correction.

  8. Scroll to the bottom of the Fields section and in the box containing cust_ , enter gradYearPicklist.

    • From the Data Type list , select Picklist.
    • On the same line, click Details.
    • In the Valid Values Source field, enter gradYear.
    • Scroll down to the Label field and enter What year will you graduate?
    • Click Done.

  9. Scroll to the bottom of the Object Definition page and click Save.

  10. Run the metadata refresh from Admin Center→OData API Metadata Refresh.

  11. Log out and log back in.

Create a Landing Page and Add a Data Capture Form

Business Example

You will create the Landing Page for prospective Remote Sales Managers, and then add the Data Capture Form that you created. Finally, you will associate a specific job alert to be sent to candidates who complete the form.

ExerciseStart Exercise

Steps

  1. Within CSB, navigate to Pages→Landing Pages.

  2. Click +Add and enter the following values:

    1. Name:Remote Sales Manager

    2. Locale: English

    3. Brand: Red

  3. Save.

  4. On the Details page, for Is Active, select YES.

  5. For Show two columns, select YES. We will configure the first column now, and later add a Data Capture Form to the second column.

  6. Using the slider, make the columns equal widths: 50% and 50%.

  7. Click the Column 1 link to add components.

    1. Add a Text component and Large Image component.

    2. Click the Text component, and for Header Text, enter Best Run Sales Managers work remotely!

    3. Click the T icon to the left of the field, change the font size to 32, and select Best Run Blue.

    4. Enter the following Body Text:

      Our Red brand is growing, and we would love for you to join our salesforce. We are currently seeking sales managers with a strong customer service focus who set and achieve sales goals and onboard and train new sales associates. Please complete the form and we’ll be in touch!

      Are you an experienced salesperson who would like to ramp-up your skills for a management position? Complete the form to receive notifications about new sales openings, plus learn about leadership training opportunities such as "Build your Coaching Skills" and "Characteristics of Highly Effective Sales Managers". We want you to succeed with our organization!

    5. Save Draft.

    6. Open the Large Image component and upload the image file, Sales_Managers.jpg. Add Alt Text: professionals.

    7. Change the Image Position to Top Left so that it resizes correctly for candidates using a mobile device.

    8. Change Max. Height of Image to 524.

    9. Publish and preview.

  8. Click the Column 2 page to add the Data Capture Form.

    1. Click Add Component and select Data Capture Form.

    2. Click to open the new component.

    3. On the Details page, from the Data Capture Form field, select Remote Sales Manager.

    4. For Data Capture Form Code, enter Remote Sales Manager.

    5. For Data Capture Form Header, enter Sound interesting? Let’s talk.

    6. Click the T icon and change the size to 24 and the color to Best Run Blue.

    7. For Data Capture Form Instructions, enter The data you provide will only be used to contact you about present or future opportunities. Your information will not be shared with any third parties.

    8. For Existing User Message, enter Thank you for submitting your information. If you have previously submitted this form, a recruiter will be in touch with you.

    9. Save Draft.

    10. Click to open the Styles page. No changes are required.

    11. Click to open the DPCS page. Change the Link Font color to Best Run Blue.

    12. Publish and preview.

  9. While still viewing the Data Capture Form component within the Landing Page in Career Site Builder, add a customized job alert.

    1. Click on the Job Alerts tab.

    2. Click the Add Filter button.

    3. Select the desired Field Name and Values. Best Run wants candidates who complete the form to receive a job alert every week when there are new jobs in the Sales Division. For Field Name, select Division, and for Values, select Sales.

    4. Click Done.

Summary

  • Extend candidate data collection: Use Candidate Profile Extension to add custom fields (supported types: text, boolean, picklist, number, decimal) for Data Capture Forms; avoid recruiter-only data because these fields are expected to become candidate-facing in a future release.
  • Create fields and sync them for use in forms: Add new CPE fields (example: cust_yearsSales and cust_yearsManagement, both Number with appropriate labels), save, then run OData API Metadata Refresh (and if needed, log out/in, refresh CSB, or clear MDF cache) so the fields appear in Career Site Builder Data Capture Forms.
  • Update the Data Capture Form: In CSB → Data Capture Forms, add and position the new fields (and for picklists, create the Picklist first, then the CPE picklist field).
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