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 → 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	NA

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?