public/doc/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.

Creating a step:

Create a new object for your step in the admin

(in Admin > Add new object)

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• The title of your object will be the title displayed to your candidates (for the step you are creating). Use an intellegible title for your user.

  NB: you can always edit it in the Admin

• 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

1. Edit the parent object (Sign up or Administration)

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2. Go to Children > Add a child

3. Set up the new child:

• Enter its name in the input "Add a child name"
• Select your step object in the select input
• Click on "ADD"

Your step is then related to its parent. You can see it in the Children section of the parent's object. There, you can now:

• Delete the step as a child of its parent (the actual object of your step will not be deleted).
• Reorder it in the children's list, by dragging it to the place you want.
• Go to update its settings by clicking on the eye of its reference (it will redirect you to the actual object of your step). ́cran 2019-04-22 à 19 51 12" src="https://user-images.githubusercontent.com/35296671/56518936-a1e19400-6538-11e9-81c7-520ffd365cff.png"/>

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 'onb-adm-form-generator'
• Add a new key form of type Object
  • The form you are creating 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 you have created for the form.

  • To create a section, add a new key to your 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 your form section.

      If you have only one section in your form step, and you don't need a section title, you do not have to set up this property.

    • 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:

• You must declare a type key of type String, which define the type of your input : tel, text, date, select, radio, switch, checkbox, textarea (and soon a special type countries).
• Then you can fill the props you need for your input, according to its type: placeholder, id, required, label, items, emptyItems, index, etc...

Important indication:

• The index property is used to order your 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 we must generate. 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)
  • At the moment, we are creating a special type 'countries' (a Select displaying all the countries). Documentation will be updated as soon as it is available.
• 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 will soon be provided in the admin.

{
  "subtype": "onb-adm-form",
  "form": {
    "section1": {
      "title": "My section title",
      "inputs": {
        "firstName": {
          "index": 0,
          "placeholder": "First name",
          "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",
          "index": 6,
          "placeholder": "Medical Informations",
          "type": "textarea"
        },
        "dateOfBirth": {
          "index": 2,
          "required": true,
          "type": "date",
          "label": "Date of birth",
          "value": "2000-01-01"
        },
        "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": 4,
          "type": "radio",
          "required": true,
          "label": "Which environment do you live in ?",
          "inlineBlock": true,
          "items": [
            { "label": "City", "data": "city" },
            { "label": "Countryside", "data": "countryside" }
          ]
        },
        "programmingAbilities": {
          "index": 5,
          "type": "switch",
          "label": "I am new in programming",
          "value": true
        },
        "generalConditions": {
          "index": 7,
          "type": "checkbox",
          "label": "I have read and I accept the general conditions",
          "value": false
        }
      }
    },
    "section2": {
      "title": "My second section title",
      "inputs": {
        "firstName": {
          "index": 0,
          "placeholder": "First name",
          "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 'onb-adm-sign'
   • 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. If you do not fill this property, the default value is 'Sign'.
   • Add a new key checkbox of type Object, if you want to force your user to click on a checkbox before validating his document (ex: 'I have read and accepted the conditions'). In the checkbox object, you should define:
     • A label key of type String, with the text you want to associate to the checkbox
     • A required key of type Boolean, set at true if you want to force the user to check it
     • A name key of type String
     • Then you can add all other properties you want to your checkbox.

Examples

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

{
  "subtype": "onb-adm-sign",
  "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
  }
}

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