I am sorry but I do not understand the explanation above. When creating a new form we have never had to do anything to have it show at both the partner/admin or employee level. The only thing that needed to be checked was the "Add form in Menu"

What is the "IsActive" flag?

Has something change?

Hi Debbie Kulling,

For menu to be visible for employee, there are two customizations to be made -

1. "Add form in Menu" check box should be checked at form builder level
2. Newly added form should be selected in EDS screens.

If we remove form from EDS selection, form will not be visible in menu.

As shown in above image, when user remove form from EDS screen, it makes form menu inactive. So database entry in IsActive column is saved as 0.
As in production, this entry was Isactive = 0, same entry moved to preproduction during our data refresh and menu was invisible.
Now it's little difficult to know when menu became inactive in production because MenuActions do not have history to track.

We have already activated this menu in Preprod and it's visible to employee.

Please let me know if you still have any confusion about Additional form menu.

Thanks,
Vijayendra
CC:Nidhi Kaul, Swapnil Pandhare

I am sorry but I am just not following. What is the EDS screen?

Hi Debbie Kulling,

No need to say sorry. That's my fault, I should have explained you properly. Sorry for that.

EDS screen means Employee Data Screen tab of Company Information, where we select pages which we should show in workflow. Addition and removal of additional form cause menu activation and deactivation. Please refer attached snapshot of employee data screen.

For additional for to appear in menu, we should have two customizations done-
1. Add Form in Menu should be selected in Form builder. You are already doing that.
2. Additional form should be in employee data screen work flow sequence. (As shown in attached image). If we remove additional form from sequence menu gets deactivated for admin and employee.

We confirmed this customization on HSPL copy of SLO and it's working fine in Preproduction.

Please let me know if I can help you anything on this.

Thanks,
Vijayendra
CC:Nidhi Kaul,Sachin Hingole

Thank you. We have confirmed this is working correctly. Closing ticket