Documentation

Creating the Role Change Request Object

Subscribers

Consider a Human Resources application that collects employee requests to change Roles within the software engineering department: the Role Change Request App. This app starts with the employee submitting a request form. Processing then proceeds to the Current Manager, then to the Receiving Manager, and finally to Human Resources. At each step a different form is presented, and the object accumulates data. By the end of the process the whole data object is complete.

The Role Change Request object flows through several steps in this Workflow Powered App.

Here you’ll create the backing object, form views, and table views. See Creating the Role Change Request App to create the Workflow Powered App itself.

For detailed instructions on creating App Builder objects, form views, and table views, see Creating a Standard Application. The same object can back a Standard App or a Workflow Powered App. The difference is in how you create the app from the elements of the App Builder framework. You can create the object, form views, and table views from the Objects entry in Applications Menu (Applications Menu) → Applications → App Builder.

Object: Create the object named Role Change Request.

Form: Create the Employee Request form.

Field Type

Field Label

Options

Required

Other Properties

Text

Name

Not applicable (NA)

NA

Text

Current Manager’s Name

NA

NA

Text

Current Role

NA

NA

Select from List

Requested Role

Support Engineer
Backend Developer
Frontend Developer
Technical Writer
IT Engineer

NA

Form: Create the Current Manager’s Assessment form.

Field Type

Field Label

Options

Required

Other Properties

Single Selection

Current Manager: Is the Transfer Approved?

Yes
No

NA

Single Selection

Does the employee exhibit skills and experiences requisite with the requested role?

Yes
No

NA

Text

Detail the employee’s skills and characteristics that will make the transfer successful

NA

Multiple Lines

Text

Detail the employee’s skills and characteristics that might inhibit a successful transfer

NA

Multiple Lines

Date

When can the transfer occur?

NA

NA

Form: Create the Potential Manager’s Assessment form.

Field Type

Field Label

Options

Required

Other Properties

Single Selection

Receiving Manager: Is the Transfer Approved?

Yes
No

NA

Single Selection

Is there an available role for the employee?

Yes
No

NA

Single Selection

Do you have concerns about the suitability of the employee?

Yes
No

NA

Single Selection

Are training resources available?

Yes
Unnecessary: The employee is already proficient in the subject matter.

NA

Text

Comments

NA

Multiple Lines

Form: Create the HR Assessment form.

Field Type

Field Label

Options

Required

Other Properties

Single Selection

HR Representative: Is the Transfer Approved?

Yes
No

NA

Single Selection

Does the transfer require a reassessment of the employee’s benefits?

Yes
No

NA

Table: Create the Role Change Request Master List table.

Column 1

Column 2

Column 3

Column 4

Column 5

Column 6

Name

Requested Role

Current Manager: Is the Transfer Approved?

Receiving Manager: Is the Transfer Approved?

HR Representative: Is the Transfer Approved?

When can the transfer occur?