Business Rules for On- and Offboarding forms

Ping @msconfig87 @zachary.king @Roxwell @keefe.andrews 

If it was me, I would keep the “boarding” form generic, and then use the business rules on the service items, where I need specific information by department etc.  So if it’s finance, have a finance service item, included in the finance “Kit”

We use a single form and then the answers in that form drive the majority of the outcomes by workflow rules (job titles drive the majority of the differences between submissions). The automation automatically selects what each role needs and the associated service request items as child tickets. 

Then if you’re using onboarding the module, why not make the “kits” by job title? That way the SRs get raised as needed automatically.

Great question. The majority of our roles don’t need custom kits, and I like the ability to manage the process in a single workflow object (vs pivoting between workflows and onboarding module). Our workflow also does other tasks for me, such as assigning software, distribution groups, and custom attributes. 

yes, but if you move your form to onboarding, you can just change the input to your workflow as the onboarding form not the Service request form. Also don’t get confused by “Kit” it’s just the fresh term for a bundle of service requests (and in my view specialist forms), which would let you target them to the job title.

Or are you saying that your “onboarding” form is actually a service request, and therefore business rules do apply?

Thanks for the input Roxwell. 

The Kits are selected based on the input form so they are relevant. Similar things can be done with bundles but you are not getting the benifits from the onboarding module.

The stakeholder meet a form when the register an onboarding request and customers has a need to make this form show data from their organization. Sometimes fields needs to be conditioned to be hidden since it’s not relevant for a specific onboarding scenario. In large enterprise customers where the structure is complex the input form need functionality to support this. Business rules for form is an perfect tool for this. I learned that this is on the road map but not visualized by outbound PMs. Hopefully we will see this in the near future so that we can realize the customers use cases.

All the best

Erik