public/docs/modular-steps-management.md

Sign up & onboarding's Administration section - Modular steps management

Usage

After their first authentication in the app, every candidate has to do his sign up and his onboarding. The steps that compose the sign up and the administration section of the onboarding are either:

• Forms (identification, medical information, etc.)
• Documents to sign (general conditions, charts, regulations, etc.)

All the sections are modular: you can add, update, delete and order them as you wish.

This documentation explains how to manage these steps.

Create your step child object

Create a new object for your step in the admin

Information is available for object's creation: Object creation

• This object must have the same type as its future parent object (signup or onboarding).

Your step is then available in the Admin. You can find it in the section of its type (SignUp or Onboarding) or thanks to the search bar of the cursus object's page.

Add this new object as a child of your parent's object

• Edit the parent object: Sign up or Administration

Information is available for object's creation: Child object creation

Settings for a form step

In the step object you have created, 2 attributes must be filled:

1. Subtype
2. Form

Description

Edit the step object you have created :

in Object attributes

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• Add a new key subtype of type String with the exact value 'form-step'
• Add a new key form of type Object
  • Form can have several sections. Each section is displayed with a title, and its inputs.

    NB: The submission of the form will check the required inputs of all the sections created for the form.

  • To create a section, add a new key to the form object, of type Object, that contains:
    • A title key of type String. The value of this property will be the title displayed in the top of the form section.

      If there is only one section in the form step, and no section title is needed, this property can be ignored.

    • An inputs key of type Object, which will contain all the inputs of the section. For each wanted input, add a new Object element in the "inputs" object.

      The key of this object will be used as the "name" attribute of your input. The values will be considered as the properties of your input.

Defining an input:

• A type key of type String must be declared. It defines the type of the input : tel, text, date, select, radio, switch, checkbox, textarea, countries.
• All other attributes needed for the input can be added to the object, according to the input type: placeholder, id, required, label, items, emptyItems, index, etc...

Important indication:

• The index property is used to order the inputs. It will not be passed onto the input. Be mindful not to set the same index twice.

• The type property is required. It will be used to determine the kind of input should be generated. It is passed onto the input only if the input type attribute is required (type 'tel' or 'text' for example, but not for type 'select' - in this case, we will generate a select element)

  • A special type 'countries' has been added to the classicals. It generate a Select (containing all the countries) with a search bar. 'Items' property is handled by the app.
  • It's recommended to add 'min' and 'max' properties to input type 'date' (no default value are set).

• onChange prop are ignored as the event is handled by the app.

• For switch and checkbox input types, the default value has to be set as a boolean property named value.

• More information for each inputs is available in the design documentation:

  • textInput documentation - used for inputs type 'text', 'tel', and 'date'
  • textArea documentation
  • select documentation
  • radio button documentation
  • switch documentation
  • checkbox documentation

Examples

Here is an example of the form step's attributes. It presents a form with two sections, and an example of each kind of input type.

NB : this example object is provided in the admin, in the onboarding section: 'Form step example'.

{
  "subtype": "form-step",
  "form": {
    "identification": {
      "title": "Identification",
      "inputs": {
        "firstName": {
          "index": 0,
          "placeholder": "First name",
          "maxLength": 50,
          "type": "text",
          "required": true
        },
        "tel": {
          "index": 1,
          "required": true,
          "type": "tel",
          "label": "Phone number",
          "placeholder": "+333 33 33 33 33",
          "pattern": "[+][3][0-9]{2}[0-9]{2}[0-9]{2}[0-9]{2}[0-9]{2}"
        },
        "medicalInfo": {
          "label": "Medical informations",
          "placeholder": "Your medical Informations",
          "index": 7,
          "maxLength": 250,
          "type": "textarea"
        },
        "dateOfBirth": {
          "index": 2,
          "required": true,
          "type": "date",
          "label": "Date of birth",
          "min": "1621-07-08",
          "max": "1900-01-01",
          "value": "2000-01-01"
        },
        "country": {
          "index": 4,
          "id": "countries",
          "type": "countries",
          "required": true,
          "emptyItem": { "label": "Select your country label" }
        },
        "gender": {
          "index": 3,
          "type": "select",
          "id": "genders",
          "required": true,
          "emptyItem": { "label": "Select your gender" },
          "items": [
            { "label": "Male", "data": "male" },
            { "label": "Female", "data": "female" }
          ]
        },
        "environment": {
          "index": 5,
          "type": "radio",
          "required": true,
          "label": "Which environment do you live in ?",
          "inlineBlock": true,
          "items": [
            { "label": "City", "data": "city" },
            { "label": "Countryside", "data": "countryside" }
          ]
        },
        "programmingAbilities": {
          "index": 6,
          "type": "switch",
          "label": "I am new in programming",
          "value": true
        },
        "generalConditions": {
          "index": 8,
          "type": "checkbox",
          "label": "I have read and I accept the general conditions",
          "value": false
        }
      }
    },
    "moreAboutYou": {
      "title": "More about you",
      "inputs": {
        "favoriteColor": {
          "index": 0,
          "placeholder": "Your favorite color",
          "type": "text",
          "required": true
        }
      }
    }
  }
}

This 'form' step would look like this:

Settings for a document to sign step

The newly created child can be customized with these attributes :

name	fullfillment
subtype	required
text	required
buttonText	optionnal
checkbox	optionnal

Description

To set up the child object you have created with these elements:

1. Edit you step object

2. Go to Object attributes

3. Add the following attributes:

   • Add a new key subtype of type String with the exact value 'sign-step'
   • Add a new key text of type String with the text of your document to sign as value
   • Add a new key buttonText of type String with the text that you want to display in the submit button of your step. Default value for this attribute is 'Sign'.
   • Add a new key checkbox of type Object, if the user has to be forced to click on a checkbox before validating his document (ex: 'I have read and accepted the conditions'). In the checkbox object, the following attributes should be defined:
     • A label key of type String, for the text associated to the checkbox
     • A required key of type Boolean, set at true if the user has to check it
     • A name key of type String
     • All other attributes wanted for the checkbox.
   • Add a new key link of type Object, if a link must be added to the step (ex: download of a .pdf version of the document to sign). In the link object, the following attributes should be defined:
     • A href key of type String, with the link you want to add to the step
     • A label key of type String, for the text displayed for the link (by default, '> Link to the document' is displayed)
     • All other attributes wanted for the link.

Examples

Here is an example of the structure a 'document to sign' step could have:

{
  "subtype": "sign-step",
  "text": "Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent ornare non sem eu pretium. Integer porttitor risus eget nibh iaculis, ac lacinia orci dictum. Nunc ullamcorper consequat enim in posuere. Aliquam volutpat est odio, vel maximus arcu maximus sit amet. Donec ultricies faucibus magna id luctus. Duis et dapibus elit. In vestibulum ipsum erat, at commodo tortor convallis vel. Nunc ut ultrices nulla. Etiam lorem justo, consequat a consectetur a, porttitor non turpis. Mauris eu mollis nisl, id dignissim quam. Curabitur condimentum sollicitudin rutrum. Aenean blandit, arcu nec ullamcorper rhoncus, lectus sem lacinia lorem, venenatis dignissim velit mi et sapien. Nullam posuere augue ut magna ullamcorper dignissim. Ut rhoncus sapien vel nulla commodo finibus. Cras non leo vel urna finibus volutpat. Praesent et ex eget diam tincidunt suscipit. Phasellus bibendum neque vel placerat iaculis. Vestibulum bibendum ultrices ipsum, non sodales lectus. Cras eget orci eget elit blandit scelerisque at ut nulla. Integer ligula eros, eleifend quis sodales a, porttitor sit amet neque. Fusce mollis magna at lectus varius, quis suscipit mi cursus. Etiam id imperdiet metus, in malesuada quam. Aliquam facilisis nunc non sapien condimentum, quis iaculis nisl auctor. Nunc lorem sapien, interdum vel efficitur ac, dapibus a diam. Ut ante urna, sodales in bibendum vel, lacinia ut mauris. In vel placerat leo. In libero dui, tincidunt at sem id, faucibus sollicitudin elit.",
  "buttonText": "Sign chart",
  "checkbox": {
    "name": "acceptChart",
    "label": "I have read and accepted the Chart 01",
    "required": true
  },
  "link": {
    "label": "Download Chart 01",
    "href": "https://help.github.com/en/articles/creating-an-issue",
    "download": true,
    "target": "_blank"
  }
}

NB : target & download are forwarded to the a html element as they are valid html properties

This 'document to sign' step would look like this: