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Defining the Visibility of Custom MDF Objects to New Hires

Objective

After completing this lesson, you will be able to define the visibility of custom MDF objects to new hires during the Additional Data Collection step

ONB2DataCollectionConfig MDF Generic Object

To control which Custom MDF Objects are visible to a new hire during the Additional Onboarding Data Collection step, we use the ONB2DataCollectionConfig MDF generic object. This generic object can hold a List ofUI Configuration Items that need to be rendered on the page. You can sort, add, and delete the UI items, which represent different MDF custom objects.

The default configuration of this generic object is built with the external code DEFAULT_DATA_COLLECTION_CONFIG.

You can create multiple configurations with different lists of UI items. You can then control which list of UI items appear to a new hire during the Additional Data Collection step of the onboarding process by modifying a predefined business rule in the system.

The predefined business rule is called ONB2_DataCollectionConfigSelect.

Note

The business rule ONB2_DataCollectionConfigSelect is defined by default to show any UI items added to the DEFAULT_DATA_COLLECTION_CONFIG in the ONB2DataCollectionConfig MDF generic object

Define New Hire Visibility of UI for Custom MDF Objects

After creating and defining a UI for the MDF object for company shirts, the UI that represents the MDF object needs to be added to the Additional Onboarding Data Collection step in the onboarding process. To do this, you need to create or modify a configuration for the ONB2DataCollectionConfig MDF generic object using the Manage Data tool in Admin Center.

Business Example

In this exercise, you will add the UI of the company shirts MDF custom object to the list of UI items for the DEFAULT_DATA_COLLECTION_CONFIG.

ExerciseStart Exercise

Steps

In the instance, navigate to Manage Data using the Action Search bar.
From the Search option, search for Onboarding data collection configuration, and choose it from the search results.
In the next field that has a No Selection default option, select DEFAULT_DATA_COLLECTION_CONFIG.
Choose Take Action and choose Make Correction.
Under the List of UI Items Configurations, add the CompanyShirtsUI by choosing it from the dropdown list.
To update the default configuration of the Additional Data Collection step in the onboarding process to show the new company shirts MDF custom object, choose Save.

Result

You have successfully modified the DEFAULT_DATA_COLLECTION_CONFIG from a generic object of Onboarding to add to the company shirts MDF object UI. This will make the company shirts MDF custom object visible to new hires in the Additional Onboarding Data Collection step of the onboarding process.

Modify Predefined Business Rule for Selection of Custom MDF Objects during Additional Data Collection

After adding the UI for the company shirts MDF custom object to the DEFAULT_DATA_COLLECTION_CONFIG of the ONB2DataCollectionConfig generic object, you must define the ONB2_DataCollectionConfigSelect business rule.

Business Example

In this exercise, you will check if the ONB2_DataCollectionConfigSelect business rule is defined so that any new hire will see UIs added to the DEFAULT_DATA_COLLECTION_CONFIG.

ExerciseStart Exercise

Steps

In the Action Search bar, enter Business Rules.
To open the Business Rules Admin page, from the search results, select Business Rules.
In the Search field, enter ONB2 and choose Go or, on your keyboard, press Enter.
Under the Rule Name, choose ONB2_DataCollectionConfigSelect. The pre-configured ONB2_DataCollectionConfigSelect business rule should display.
Verify that the If Condition is set to Process.Process Type → is equal to → Onboarding and the Then action is set to Process.customDataCollectionConfig → to be equal to → DEFAULT_DATA_COLLECTION_CONFIG(DEFAULT_DATA_COLLECTION_CONFIG).

Result

All identified UIs of Custom MDF Objects (including the new company shirts) on the DEFAULT_DATA_COLLECTION_CONFIG will be visible to the new hires during the Additional Onboarding Data Collection step of the onboarding process.

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