Employee Information Homepage – Personal Information Query
Introduction
Case Introduction
In the scenario of personnel OA management, you will see how to design a data-middle-platform-based form, retrieve various information of members through RelatedQuery, and query personal information.
How to Design
1. Enter basic records of employees, which will be retrieved, into Employee Files, Employee Attendance, Missed Punch Fixing Application, and Conference Reservation.
2. In the Homepage, add a Current Member field as a filter for personnel, and add Today and This Month fields as filters for date or time.
3. In the Homepage, add RelatedQuery fields. You can query employee information, conference, attendance and missed punch fixing records, and so on according to different filters.
4. For the RelatedQuery fields, tick Create records to related form under Related Form Actions. Then you can add new records on conference reservations, employee attendance, missed punch fixing, and so on.
Application Scenario(s)
In the following scenarios, you can retrieve records from other forms through RelatedQuery in the core form.
- In the case of personnel OA management, members can view their basic information, conference reservation records, attendance records, and other information on the personal information homepage.
- In the case of store management, the person in charge of each branch can oversee the store's daily operations, check whether the staff achieves their sales goals, and view the warehousing details, and other information on the store management homepage.
- In the case of course management, the person in charge can check the timetable, number of applicants, and other information about the course on the course inquiry homepage.
Preview
1. After entering the homepage, the form will automatically identify the current member, and retrieve the member's personal information, conference reservation records, attendance records, and missed punch fixing records through RelatedQuery.
2. Members can also directly add records from a related form on the homepage. For example, click Add in the Fixing Records (This month) to directly add a fixing application and update it in the fixing records:
Setting Procedure
Designing Forms
1. Retrieve records from forms.
In this case, you need to create four forms:
- Employee Files: used to record and update all basic information of employees.
- Employee Attendance: used for employees to perform daily attendance punch-in, and fill in forms to punch in.
- Missed Punch Fixing Application: used to fix a missed punch by filling out a form. For example, if you forget to punch in, or cannot do so due to business travel, you can fill out the application form.
- Conference Reservation: used to record the conference room reservation.
2. Design a homepage form.
a. Create a form named Homepage, and add the following fields:
Field Name | Field Type | Field Settings |
Current Member | Member | Set Initial Value: select Current User. Set Field Permissions: untick View and Edit. |
This Month | Date&Time | Set Type: select YYYY-MM. Set Initial Value: select Current Time. Set Field Permissions: untick View and Edit. |
Today | Date&Time | Set Type: select YYYY-MM-DD. Set Initial Value: select Current Time. Set Field Permissions: untick View and Edit. |
Personal Information | RelatedQuery | Untick Show Name. |
Conference Records (Today) | RelatedQuery | / |
Attendance Records (This month) | RelatedQuery | / |
Missed Punch Fixing | Radio | Set Option: enter Fix and Not Fix. |
Fixing Records (This month) | RelatedQuery | / |
You can set the above RelatedQuery fields as follows:
Setting RelatedQuery
1. Query personal information.
In the Homepage, add a Personal Information field, set Current Member as a filter, and filter the basic information of the current member. Then you can query your own personal information.
a. Click the Personal Information (RelatedQuery) field, and set Field Properties as follows:
- Related Form: Select Employee Files.
- Display Fields: Add Employee Name, Department, Job, Employee Number, and Workplace fields.
b. Click Add Condition under Filter Data, and add a filter condition: Employee in the related form equals Current Member in the current form. Then click OK.
2. Query conference reservation records.
In the Homepage, add a Conference Records (Today) field, set Current Member and Today as filters, and filter the records of all conferences reserved today by the current member. You can also add new conference reservation records when querying.
a. Click the Conference Records (Today) field, which is a RelatedQuery field, and set Field Properties as follows:
- Related Form: Select Conference Reservation.
- Display Fields: Add Reserver, Department, Conference Theme, Conference Room, Attendee, Start Date, and End Date fields.
b. Click Add Condition under Filter Data, and add two filter conditions:
- Approval Comment in the related form equals Agree in the current form.
- Reserver in the related form equals Current Member in the current form.
- Start Date in the related form equals Today in the current form.
Then click OK.
c. You can set Show Records and Related Form Actions as follows:
- Show Records: If there are multiple conference records, tick Multiple under Show Records.
- Related Form Actions: If you need to add new records on conference reservations on the query page, tick Create records to related form under Related Form Actions.
3. Query attendance records.
In the Homepage, add an Attendance Records (This month) field, set Current Member and This Month as filters, and filter all the attendance records of the current member. You can also add new attendance records when querying.
a. Click the Attendance Records (This month) field, and set Field Properties for the field as follows:
- Related Form: select Employee Attendance.
- Display Fields: add Employee Name, Department, Attendance Date, Attendance Time Range, Punch-in Time, and Attendance Type fields.
b. Click Add Condition under Filter Data, and add two filter conditions:
- Employee Name in the related form equals Current Member in the current form.
- Attendance Date in the related form equals This Month in the current form.
Then click OK.
c. You can set Show Records and Related Form Actions as follows:
- Show Records: If there are multiple attendance records, tick Multiple under Show Records.
- Related Form Actions: If you need to add new attendance records on the query page, tick Create records to related form under Related Form Actions.
4. Query records on missed punch fixing.
In the Homepage, add a Fixing Records (This month) field, set Current Member and This Month as filters, and filter all the missed punch fixing records (this month) of the current member. You can also add new fixing records when querying.
a. Click the Fixing Records (This month) field, and set Field Properties for the field as follows:
- Related Form: Select Missed Punch Fixing Application.
- Display Fields: Add Employee Name, Department, Application Date, Fixing Type, Fixing Date fields.
b. Click Add Condition under Filter Data, and add two filter conditions:
- Employee Name in the related form equals Current Member in the current form.
- Fixing Date in the related form equals This Month in the current form.
Then click OK.
c. You can set Show Records and Related Form Actions as follows:
- Show Records: If there are multiple fixing records, tick Multiple under Show Records.
- Related Form Actions: If you need to add new fixing records on the query page, tick Create records to related form under Related Form Actions.
Setting Field Display Rules
To ensure the validity of the information on the page, you need to set Field Display Rules: Only when you need to fix a missed punch will the Fixing Records (This month) fields be displayed.
1. Go to Form Properties > Field Display Rules, and click Add Rule.
2. Add a field display rule: When Missed Punch Fixing equals Fix, the Fixing Records (This month) field will be displayed.
Note(s)
If you want to allow a member to add records on conference reservations, employee attendance directly, and missed punch fixing on Homepage, you need to set record-adding permission for the member in the form where you need the member to add records. Otherwise, the member cannot do so.
