Leave Application

This page illustrates how simply you can create a process around managing Leave Applications.

Use the custom form builder to capture the required information for a Leave Application. In our example we have included properties for Date From, Date To and Total Days. The two date fields have used the Date metadata type. The Total Days field has used a simple textbox to allow the user to input data. In order to constrain what the user can input we have added a field validator which is checking that the user input is a valid integer less than 99. Of course these validators can be customised through the application.

We have set the categories for this form type to be the types of leave that are available.

Once the permissions for the application have been applied we can now start submitting Leave Applications.

Managers can see all the Leave Applications submitted in the system. Through the power of the search we can filter leave requests and display the custom fields we created on the Leave Application form.

Next we create a custom search template so that we can easily access our leave applications from the main menu. Custom search templates can be applied to users, user groups or roles. In this way we can have a template for people who are managing leave applications as opposed to those submitting leave applications.

To easily report on leave applications or format reports we can export our searches to Microsoft Excel.