UI Configuration

6min
This step will place the 'Upload Documents' portal option for the Workflow approval in the Employee File UI interface
Configure UI Element
Navigate to the admin tool 'Manage Configuration UI'
Employee Documents
Create Employee Documents
Click on 'Create New'
Select 'Employee Documents' in the Select Base Object
Set the ID to 'Employee Documents Parent'
Click SAVE
Complete the following configuration:
Employee Documents Header Element : Title Type User Defined = Employee Documents: (NOTE Set Translations as well)
externalCode : Visible = No
externalName : Visible = No
effectiveStartDate : Visible = No
In the Child Documents Header Section
Document Header : Title Type User Defined = Document (NOTE Set Translations as well)
Visible Fields Count = 8
Set Order of Properties: Document Category, Document Type, attachment
Hide the other fields
HR Employee Documents
Create HR Employee Documents
Click on 'Create New'
Select 'HR Employee Documents' in the Select Base Object
Set the ID to 'HR Employee Documents Parent'
Click SAVE
Complete the following configuration:
HR Employee Documents Header Element : Title Type User Defined = HR Employee Documents: (NOTE Set Translations as well)
externalCode : Visible = No
externalName : Visible = No
effectiveStartDate : Visible = No
In the Child Documents Header Section
Document Header : Title Type User Defined = Document (NOTE Set Translations as well)
Visible Fields Count = 8
Set Order of Properties: Document Category, Document Type, attachment
Hide the other fields
Configure People Profile
Navigate to the admin tool 'Configure People Profile'
Click on 'Add New Section' to insert a new UI section into the Employee Profile Screen
Name the Section Document Upload' 
Name the Sub-Section: Documents
Click on the Left side area 
Drop a 'Live Profile MDF Information' block
Set the MDF Screen ID to 'Employee Document Parent'
Click on the Right side area 
Drop a 'Live Profile MDF Information' block
Set the MDF Screen ID to 'HR Employee Document Parent'
Save
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Import Category and Document Types
docuflow for Integrations (d4i) Middleware Configuration