How can I achieve this?
I have a job app form and the company uses the last four of the SSN as their employee IDs.
I want to grab the SSN from the SSN field and set it as the default value in the employee ID field.
Then you should be able to use the regular expressions above to grab your data using a token activity in workflow before you fill in the PDF. Doing this check for the length of the SS Number also ensures that you have a valid (numerical wise) SS number.
If it were me I'd do this in a workflow after it's been submitted. You'd want to make sure that there is not already an ID using that number. That's not always going to be a unique number.
I'd look at the SS number field and verify it's ^\d{3}-\d{2}-\d{4}$ to make sure it has the right number of digits and has nothing extra. Then once I know that's good I'd set a last4SS Token by by using (\d{4})$
Then I would use that token to search the repository for any employee that already has that number before you assign it!
Hi Chris,
The form is an onboarding form for their HR department. Once they fill out the form and submit it, it takes the employee information and maps it to a PDF onboarding packet using workflow. (Consists of W4, I9, company policies etc.)
Then you should be able to use the regular expressions above to grab your data using a token activity in workflow before you fill in the PDF. Doing this check for the length of the SS Number also ensures that you have a valid (numerical wise) SS number.
Thanks Chris,
I'll give this a shot.