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?