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Employee Management App Building with Custom Low Code Forms, Workflow, Reports

pEmployee Management App Building with Custom Low Code Forms, Workflow, Reports Hello everybody! This is Parveen and i will come here to the AppDNA channel where we talk about all things are today ill be talking to you about an employee management app here you can keep track of the leaves of your employees and also have announcements on a dashboard well be building it on our lowcode platforms the Zoho creator.

Employee Management App Building with Custom Low Code Forms, Workflow, Reports

What is Zoho creator? Zoho creator is the lowcode platform where we have a draganddrop interface where we try elements drop them built workflows and apply the apps as quick as possible it is meant for developers and non developers alike today well be looking at the basic essential features that our employ management app will have and how to build it on Zoho creator our employ management app today will have five essential features now it is not a comprehensive app but I would like to take care of this five feature so that we have an idea about our lowcode platform the first feature is that we will have an employee database where you can keep track of the employees and their managers the second is that we will have an announcement dashboard where you can announce the important stuff to your employees the third is that the employees can apply for leaves the fourth is that the managers can approve or reject this leaves and the fifth is that we are going to share this app with our employees with the required views we will now go to creator dot Zoho dot com where we will be building our first form for our employees lets check how to build forms and creator welcome to creator dot Zoho dot com where well be building our my management app on the right hand side you see that we have an option to create a new application or if you were already using spreadsheets to manage your employee details then you can simply import those files and an app will be created for you Ill click on new application and this will take me to the app gallery we have 50 premade applications ready to be installed Ill be creating one from scratch after which I will be showing you the app that was pre built for us let me name my application as employee management 2018 Ill start by creating a new form for my employee details I want to create from blank and Ill name my app form as an employee this is our drag and drop builder well be dragging this data fields to create our form I want to use the section field so that we have different sections for our employee details and name this section is personal information so inside personal information I would want to know the name of the employee their genders here we will use the radio button to contact number their photo next I would want to have the work information section so well use the section again your work information the most important thing would be the employee ID and the email so I will use the single line field for the employee ID next official email makes the next is location next I want to know the Department for Department I will be using the drop down field in department Id like the choices as lets say marketing HR Admin next Ill use the drop down field for reporting to this is for which manager the person is reporting to next Ill use the drop down for my status once again and in the options I will have active resigned terminate lets say I want to have another choice then I can use the plus button here and this one will Leave of absence next Ill use a decision box so a decision box can have only two values either true or false and the values are given with a tick symbol so this one is if this employee is also a reporting manager so if this is true then this employee will also be recorded as a manager instead of an employee in our database well do the work for later but for now our form is done now I hit done and Ill use to access this application button here which will take me to the live mode of the app so this is the edit mode where we are creating our app and in the live mode we can see our forms so this is add employee form I will fill it up so you can see that the solution box can be used a reporting manager my employee status by reporting to not reporting to will have a workflow sub lets get down to our workflows so far our workflows will you go back to our edit mode Ill click on the add workflow I want to use it while using my form add employee and Ill leave my workflow as verify other employer manager add a new action and I want it to be a custom action that happens when the form is loading so here this is our deluge builder where we will be coding using this deluge tasks which are also drag and drop features so deserve blocks of codes which can be used to drag with built our form so Im going to dynamically add the managers to my reporting tool field so lets get started I will use to create list function from here lets go to my List create list it asks me for a variable let me see that the variable is manager list next once this list has been created Im going to use the fetch record field here which will go to another form and fetch the records that I want so that I can manipulate them so fetch records this of us with the variables so the variable is manager list it will go to my add employee form the field if the field is reporting manager equals true then what happens is I want the official email to be searched and for that I will have get all so get all function gives all the emails this line will add all the emails belonging to the managers so if the decision box is manager true is report manager is true then those mails to be fetched and they have to be dynamically added to my manager list so for that I will use the UI dot add code which will be here somewhere so use the add function so this one is input dot reporting to here Im going to use UI dot add so that it occurs only in the UI and the expression is manager list and I hit save so I hope you got the code for your creating a list and then we are fetching the records from the list and we are adding it to our UI I hit done and then lets go back to my app to see what has happened there so lets add my first employee and see what lets say employee ID is one department is marketing I dont report to anyone my employee status is active and Im a reporting manager so I hit add and in my employees report I see that I have been added as an employee now lets go back to my employee form let us add another person lets say some C and then when I click on the reporting to, you see that my email ID is populated here because in the previous form and by submitting I had mentioned in that Im reporting manager so my workflow to add the reporting managers in the UI is working so were done with the first feature and that was to create our employee database and keep a track of who are the managers but in my all employee report even if I am the manager its not reflecting here because I dont have that field so for that we have a work around that we can go to our design here and in my report of all employees I click on the layout so this opens the layout of how I want the report to look like and my display option I want to have add a field is reporting manager and then I want to have a display value so if it is true if the reporting manager is true then you want to display the value as manager the if the statement false I just want to show it as employee its saved and now I want to reload my app and see if the changes have been reflected so now when you check is reporting manager me I can see that I am the manager if I would not have clicked on that I would have been the employee so in my first feature I have tracked the employees and the managers now that you learned how to build forms we will have an announcement form and well be creating an announcement dashboard for our employees for our announcements I will create a second form and this one will be pretty small one just like the gradient of employee form I will name it does make announcements and this form would be exclusively available only for the admin because they employee name not announced so Ill be using the single ID field for my announcement title next Ill use the multiline for my description then I can have the drop down from my status so either the announcement can be active or inactive and hit done so my announcement form is ready and now I have to create a dashboard where all the employees can check out the announcements for that I will be creating pages are a special feature of creator where you can have dashboards charts and HTML so lets get down to creating our first page here name might be just view announcements and this page should be exclusively available to the employees where they can check out all the announcements it wont be restricted to just the admins and here I want to add a deluge server page HTML so I have to find it out this is the deluge server page HTML I click it drag it and now I will be doing a little bit of HTML but before that I will be using the fetch records because I want to fetch the records of the view announcement from my announcement form and before that I want to make sure that the employees check only the announcements which are needed for them so I want a welcome and the employee name so for that Im going to use the variable record the form is add employee the field is mail so the variable employee card goes to my employee form and if the email matches the login user ID so it will show enhanced image field so I will just type the HTML code div style so this one manages top width and height of our HTML so its basic coding but not so difficult so we could be 90 this is our basic HTML coding so I have given the width the font size and then the Welcome employer code name so Ill hit save now our HTML coding for our Welcome board is done so I will create a new report as well to go with it so that the announcements appear so applications and primary on the report I would want to be based on all announcements now create a new report and hit them all so it may all announcements I will change the layout to single line and multiline so it appears in the form of cards rather than the regular layout now that we are done with our announcements I will reload my and lets make our first announcement so lets say we are celebrating Womens Day and when we go to our view announcements you see how beautifully they appears welcome Parveen C now I need to have a gap in my HTML and on announcement so Womens day celebration is happening on March 8th so you can have all sorts of announcements and this announcement dashboards are second feature of creating new announcements is done now we will allow our employees to apply leave lets check how to do that now we will create the leave form same way we made the employee form I will need the form as apply leave here I will use a special field called the lookup which is used to relate to forms so that we can use the data or setting another form in this form I will want it to be fetched from add employee I want to know the employee ID so that I can relate the employee to this leave from I went to their play ID plus their name next I want to know the leave type so I will use the dropdown so I have my Leave types next I want to know the from date and the to date the from date to date is there then the status status can be requested approved and rejected Id want a default choice to be requested so that the manager can later change it to approved or rejected and then I would want the reason for leave so Ill use the multiline filter so apply leave form is done here and next I would want to have separate reports for the leaves so in all leaves I would want a form just my leaves so that where the employee can check only his leaves so for that I will create a new report lists based on the form I applied the name my name my report exclusively for the employees here I will add a filter in my report so the selected field email because so without logging user ID I hit save now I want another form to track the employee leaves and this one will be for the manager where the manager can either approve or reject the leaves so for that Ill create another report and Ill name that as leave requests this one is exclusively for the managers and here I will create two custom action buttons but before that I will go back to my app and check whether the leave form its reflecting properly so my after I leave is right here lets say I am the employee my leave type is sick from now the form is not reflecting properly have to go and change it from 15 to 16 and see does is request and reason for leave is sick now when I go to all leaves the admin can see this when I go to my leaves I can see only my leave so theres a difference and that would be reflected in the last step and we will be sharing the app so Ill be showing only my leaves with the employees and then in the fourth feature well be creating our live requests and our custom action buttons and to go back to our apply leave I will need to change the date field which should from to and Im done so we are done with the third feature once the employee has asked for the leave now the manager can either accept it or reject it we will do it by custom actions and creator we are going to create two custom action buttons for accepting or rejecting a leave request so I will go to leave requests and this report will be exclusively for reporting managers the admin to approve or reject the leave and here Ill be going to actions here Im going to create a new button and Ill limit us run the billable on the condition that the status equals requested and a limerick or proof and create workflow so what happens is that I just want the status to be changed to accept it and see create the item similarly I am going to make the reject button also in put down status rejected he done create the item and Im going to add it to the layout so to add to the layout I have to add the approve button and the newly created reject button now Im going to access my application and see how my approval stood like so the leave requests the admin can see that there is the approve button and the reject button so Parveen has applied for leave she has requested that she was saying our app is completed lets check how to share the app with the required permissions to our employees now that we are done with building our app the leaves and the announcements and stuff Im going to share the app of the employees for that we will have to create to sharing profiles share application sir a custom profile and first one Ill name as manager now what are the permissions that our manager needs so I managed to be able to access the add employee form should be also able to view the add employees from all employees then he can also access the apply leave and in the view of leaves he should be able to see leave requests and his own leaves now in make announcements he can make announcements and he can also view announcements I click Next and Ill add a random user very good shape similarly I create another profile for my employee now the employees should be able to only view the apply leave form he did not view their employees form and in they leave he should be able to check only history in announcements he should be able to check only view announcements the dashboard then I click Next and Ill add the user again so this will create my sharing profiles and now I will have to create a workflow to share this app explicitly with my users so Ill go to workflow while using the form add employees every time an employee is created these two profiles will be shared with the employee depending on whether is the manager or the employee Ill name my workflow as employee sharing permissions hit create new action on successful from submit so now Im going to use the if condition so if is reporting to is true so if my employee is also manager then I want to share the manager view so but this the code is this app dot permissions this App dot permissions assigned user in profile input dot email so this profile would be shared to the email of my manager comma the profile name is manager else if he is only an employee then I will share the same thing except the profile would be employee now with this code the profile should be shared and then I will also add a send mail task from so who that admin user ID to input dot email the X objectives view your leaves and upcoming announcements lets say and the message I can simply share the form link so I have to go to my app lets say I will just use this particularly copy paste it the message should be click I dont want to know the form I just want the link of my app target is blank so that it opens up in another tab so this would do my send a mail and showering together I had done and now I go to my app and the check whether whether the sharing is working properly Im going to add a new use my friend Akshay I put his email and I added so lets go to access maid to check if he got yeah he just got the mail view your leaves and upcoming announcements he clicks here he goes to the app in another tab and as you can see he can check all the announcements so in view announcements welcome Akshay he can check the womens day celebration he can apply for leave so lets say Akshay leave type casual and he applies for the leave now in my leaves Akshay can check only his leaves because the workflow where we have been checking the login user IDs working he cannot check my leaves works in mind where I am the admin I can check my leaves as well I have the access to all leaves where I can see all the leaves and in mind leaves I can see I cannot see any little because I have not applied any and I am not entitled to see Akshay leaves so our sharing app with employees is also done where we have shared the app with two different profiles and sent mail to them lets have a quick recap of the app that we have built today to encapsulate all that we have learnt lets have a quick recap of the employ management app we built today so first we have the employee form where we build so lets add a new employee demo employee that the gender is male Im not putting all the data lets say Im typing Akshays mail again because I have only access to akshays lets say his employee ID is 100 this time departmental HR reporting hes the reporting manager this time and the employee status is active Ill add it in all employees you see Akshay is the demo employee that we have created now is the manager and Akshay and P are the employees so when I go back to create another employee this time in reporting to Akshay would be visible because we have made the workflow of managers and employees now in announcements you can create a new announcement and when you go to all announcements happy new year is visible here in your dashboard it shows welcome PC and happy near announcement is here and then we created the leave from where I can go on so our demo employee can select any day and he can get the leave the manager can check out the leave and leave requests lets say that akshays leave was rejected so the status is rejected and if I approve demos leave it changes to approved and then we shared this app with the required profiles to our employees and the managers so because demo was the manager lets go and see in action smelly yeah a new mail has been shared I go on to check the app and because hes the manager his leave requests are reflecting here which the employee does not have so this is the app in a quick recap I will not take you to the app gallery where we have a prebuilt employee management app by our developers which you can readily install and try using it now we will check out the Abdul reacted we had to go to the App Gallery we check out new application and given it to a type employee the employee management app is right here I installed the app so this is the app here the HTML is much better than what I just created so you have the Welcome you have the Quick Links where you can go to apply leave you can view the holidays for the year the buddy folks for today new hires and announcement so they even have the hire tabs here is the dashboard and in the profile you are not registered as employee so I have to be registered as employee you have the leaves the team leaves the live reports and the admin can add leaves announcements holidays so this is already made applet we have in the App Gallery which looks so much cooler so if you have learnt coding by now after seeing this article you can just go and install it and play around with it I hope you enjoyed learning about the app as much as I enjoyed building it for any questions just shoot them below and subscribe to our channel for more such app till then keep making apps and be happy Employee Management App Building with Custom Low Code Forms, Workflow, Reports Hello everybody! This is Parveen and i will come here to the AppDNA channel where we talk about all things are today ill be talking to you about an employee management app here you can keep track of the leaves of your employees and also have announcements on a dashboard well be building it on our lowcode platforms the Zoho creator. What is Zoho creator? Zoho creator is the lowcode platform where we have a draganddrop interface where we try elements drop them built workflows and apply the apps as quick as possible it is meant for developers and non developers alike today well be looking at the basic essential features that our employ management app will have and how to build it on Zoho creator our employ management app today will have five essential features now it is not a comprehensive app but I would like to take care of this five feature so that we have an idea about our lowcode platform the first feature is that we will have an employee database where you can keep track of the employees and their managers the second is that we will have an announcement dashboard where you can announce the important stuff to your employees the third is that the employees can apply for leaves the fourth is that the managers can approve or reject this leaves and the fifth is that we are going to share this app with our employees with the required views we will now go to creator dot Zoho dot com where we will be building our first form for our employees lets check how to build forms and creator welcome to creator dot Zoho dot com where well be building our my management app on the right hand side you see that we have an option to create a new application or if you were already using spreadsheets to manage your employee details then you can simply import those files and an app will be created for you Ill click on new application and this will take me to the app gallery we have 50 premade applications ready to be installed Ill be creating one from scratch after which I will be showing you the app that was pre built for us let me name my application as employee management 2018 Ill start by creating a new form for my employee details I want to create from blank and Ill name my app form as an employee this is our drag and drop builder well be dragging this data fields to create our form I want to use the section field so that we have different sections for our employee details and name this section is personal information so inside personal information I would want to know the name of the employee their genders here we will use the radio button to contact number their photo next I would want to have the work information section so well use the section again your work information the most important thing would be the employee ID and the email so I will use the single line field for the employee ID next official email makes the next is location next I want to know the Department for Department I will be using the drop down field in department Id like the choices as lets say marketing HR Admin next Ill use the drop down field for reporting to this is for which manager the person is reporting to next Ill use the drop down for my status once again and in the options I will have active resigned terminate lets say I want to have another choice then I can use the plus button here and this one will Leave of absence next Ill use a decision box so a decision box can have only two values either true or false and the values are given with a tick symbol so this one is if this employee is also a reporting manager so if this is true then this employee will also be recorded as a manager instead of an employee in our database well do the work for later but for now our form is done now I hit done and Ill use to access this application button here which will take me to the live mode of the app so this is the edit mode where we are creating our app and in the live mode we can see our forms so this is add employee form I will fill it up so you can see that the solution box can be used a reporting manager my employee status by reporting to not reporting to will have a workflow sub lets get down to our workflows so far our workflows will you go back to our edit mode Ill click on the add workflow I want to use it while using my form add employee and Ill leave my workflow as verify other employer manager add a new action and I want it to be a custom action that happens when the form is loading so here this is our deluge builder where we will be coding using this deluge tasks which are also drag and drop features so deserve blocks of codes which can be used to drag with built our form so Im going to dynamically add the managers to my reporting tool field so lets get started I will use to create list function from here lets go to my List create list it asks me for a variable let me see that the variable is manager list next once this list has been created Im going to use the fetch record field here which will go to another form and fetch the records that I want so that I can manipulate them so fetch records this of us with the variables so the variable is manager list it will go to my add employee form the field if the field is reporting manager equals true then what happens is I want the official email to be searched and for that I will have get all so get all function gives all the emails this line will add all the emails belonging to the managers so if the decision box is manager true is report manager is true then those mails to be fetched and they have to be dynamically added to my manager list so for that I will use the UI dot add code which will be here somewhere so use the add function so this one is input dot reporting to here Im going to use UI dot add so that it occurs only in the UI and the expression is manager list and I hit save so I hope you got the code for your creating a list and then we are fetching the records from the list and we are adding it to our UI I hit done and then lets go back to my app to see what has happened there so lets add my first employee and see what lets say employee ID is one department is marketing I dont report to anyone my employee status is active and Im a reporting manager so I hit add and in my employees report I see that I have been added as an employee now lets go back to my employee form let us add another person lets say some C and then when I click on the reporting to, you see that my email ID is populated here because in the previous form and by submitting I had mentioned in that Im reporting manager so my workflow to add the reporting managers in the UI is working so were done with the first feature and that was to create our employee database and keep a track of who are the managers but in my all employee report even if I am the manager its not reflecting here because I dont have that field so for that we have a work around that we can go to our design here and in my report of all employees I click on the layout so this opens the layout of how I want the report to look like and my display option I want to have add a field is reporting manager and then I want to have a display value so if it is true if the reporting manager is true then you want to display the value as manager the if the statement false I just want to show it as employee its saved and now I want to reload my app and see if the changes have been reflected so now when you check is reporting manager me I can see that I am the manager if I would not have clicked on that I would have been the employee so in my first feature I have tracked the employees and the managers now that you learned how to build forms we will have an announcement form and well be creating an announcement dashboard for our employees for our announcements I will create a second form and this one will be pretty small one just like the gradient of employee form I will name it does make announcements and this form would be exclusively available only for the admin because they employee name not announced so Ill be using the single ID field for my announcement title next Ill use the multiline for my description then I can have the drop down from my status so either the announcement can be active or inactive and hit done so my announcement form is ready and now I have to create a dashboard where all the employees can check out the announcements for that I will be creating pages are a special feature of creator where you can have dashboards charts and HTML so lets get down to creating our first page here name might be just view announcements and this page should be exclusively available to the employees where they can check out all the announcements it wont be restricted to just the admins and here I want to add a deluge server page HTML so I have to find it out this is the deluge server page HTML I click it drag it and now I will be doing a little bit of HTML but before that I will be using the fetch records because I want to fetch the records of the view announcement from my announcement form and before that I want to make sure that the employees check only the announcements which are needed for them so I want a welcome and the employee name so for that Im going to use the variable record the form is add employee the field is mail so the variable employee card goes to my employee form and if the email matches the login user ID so it will show enhanced image field so I will just type the HTML code div style so this one manages top width and height of our HTML so its basic coding but not so difficult so we could be 90 this is our basic HTML coding so I have given the width the font size and then the Welcome employer code name so Ill hit save now our HTML coding for our Welcome board is done so I will create a new report as well to go with it so that the announcements appear so applications and primary on the report I would want to be based on all announcements now create a new report and hit them all so it may all announcements I will change the layout to single line and multiline so it appears in the form of cards rather than the regular layout now that we are done with our announcements I will reload my and lets make our first announcement so lets say we are celebrating Womens Day and when we go to our view announcements you see how beautifully they appears welcome Parveen C now I need to have a gap in my HTML and on announcement so Womens day celebration is happening on March 8th so you can have all sorts of announcements and this announcement dashboards are second feature of creating new announcements is done now we will allow our employees to apply leave lets check how to do that now we will create the leave form same way we made the employee form I will need the form as apply leave here I will use a special field called the lookup which is used to relate to forms so that we can use the data or setting another form in this form I will want it to be fetched from add employee I want to know the employee ID so that I can relate the employee to this leave from I went to their play ID plus their name next I want to know the leave type so I will use the dropdown so I have my Leave types next I want to know the from date and the to date the from date to date is there then the status status can be requested approved and rejected Id want a default choice to be requested so that the manager can later change it to approved or rejected and then I would want the reason for leave so Ill use the multiline filter so apply leave form is done here and next I would want to have separate reports for the leaves so in all leaves I would want a form just my leaves so that where the employee can check only his leaves so for that I will create a new report lists based on the form I applied the name my name my report exclusively for the employees here I will add a filter in my report so the selected field email because so without logging user ID I hit save now I want another form to track the employee leaves and this one will be for the manager where the manager can either approve or reject the leaves so for that Ill create another report and Ill name that as leave requests this one is exclusively for the managers and here I will create two custom action buttons but before that I will go back to my app and check whether the leave form its reflecting properly so my after I leave is right here lets say I am the employee my leave type is sick from now the form is not reflecting properly have to go and change it from 15 to 16 and see does is request and reason for leave is sick now when I go to all leaves the admin can see this when I go to my leaves I can see only my leave so theres a difference and that would be reflected in the last step and we will be sharing the app so Ill be showing only my leaves with the employees and then in the fourth feature well be creating our live requests and our custom action buttons and to go back to our apply leave I will need to change the date field which should from to and Im done so we are done with the third feature once the employee has asked for the leave now the manager can either accept it or reject it we will do it by custom actions and creator we are going to create two custom action buttons for accepting or rejecting a leave request so I will go to leave requests and this report will be exclusively for reporting managers the admin to approve or reject the leave and here Ill be going to actions here Im going to create a new button and Ill limit us run the billable on the condition that the status equals requested and a limerick or proof and create workflow so what happens is that I just want the status to be changed to accept it and see create the item similarly I am going to make the reject button also in put down status rejected he done create the item and Im going to add it to the layout so to add to the layout I have to add the approve button and the newly created reject button now Im going to access my application and see how my approval stood like so the leave requests the admin can see that there is the approve button and the reject button so Parveen has applied for leave she has requested that she was saying our app is completed lets check how to share the app with the required permissions to our employees now that we are done with building our app the leaves and the announcements and stuff Im going to share the app of the employees for that we will have to create to sharing profiles share application sir a custom profile and first one Ill name as manager now what are the permissions that our manager needs so I managed to be able to access the add employee form should be also able to view the add employees from all employees then he can also access the apply leave and in the view of leaves he should be able to see leave requests and his own leaves now in make announcements he can make announcements and he can also view announcements I click Next and Ill add a random user very good shape similarly I create another profile for my employee now the employees should be able to only view the apply leave form he did not view their employees form and in they leave he should be able to check only history in announcements he should be able to check only view announcements the dashboard then I click Next and Ill add the user again so this will create my sharing profiles and now I will have to create a workflow to share this app explicitly with my users so Ill go to workflow while using the form add employees every time an employee is created these two profiles will be shared with the employee depending on whether is the manager or the employee Ill name my workflow as employee sharing permissions hit create new action on successful from submit so now Im going to use the if condition so if is reporting to is true so if my employee is also manager then I want to share the manager view so but this the code is this app dot permissions this App dot permissions assigned user in profile input dot email so this profile would be shared to the email of my manager comma the profile name is manager else if he is only an employee then I will share the same thing except the profile would be employee now with this code the profile should be shared and then I will also add a send mail task from so who that admin user ID to input dot email the X objectives view your leaves and upcoming announcements lets say and the message I can simply share the form link so I have to go to my app lets say I will just use this particularly copy paste it the message should be click I dont want to know the form I just want the link of my app target is blank so that it opens up in another tab so this would do my send a mail and showering together I had done and now I go to my app and the check whether whether the sharing is working properly Im going to add a new use my friend Akshay I put his email and I added so lets go to access maid to check if he got yeah he just got the mail view your leaves and upcoming announcements he clicks here he goes to the app in another tab and as you can see he can check all the announcements so in view announcements welcome Akshay he can check the womens day celebration he can apply for leave so lets say Akshay leave type casual and he applies for the leave now in my leaves Akshay can check only his leaves because the workflow where we have been checking the login user IDs working he cannot check my leaves works in mind where I am the admin I can check my leaves as well I have the access to all leaves where I can see all the leaves and in mind leaves I can see I cannot see any little because I have not applied any and I am not entitled to see Akshay leaves so our sharing app with employees is also done where we have shared the app with two different profiles and sent mail to them lets have a quick recap of the app that we have built today to encapsulate all that we have learnt lets have a quick recap of the employ management app we built today so first we have the employee form where we build so lets add a new employee demo employee that the gender is male Im not putting all the data lets say Im typing Akshays mail again because I have only access to akshays lets say his employee ID is 100 this time departmental HR reporting hes the reporting manager this time and the employee status is active Ill add it in all employees you see Akshay is the demo employee that we have created now is the manager and Akshay and P are the employees so when I go back to create another employee this time in reporting to Akshay would be visible because we have made the workflow of managers and employees now in announcements you can create a new announcement and when you go to all announcements happy new year is visible here in your dashboard it shows welcome PC and happy near announcement is here and then we created the leave from where I can go on so our demo employee can select any day and he can get the leave the manager can check out the leave and leave requests lets say that akshays leave was rejected so the status is rejected and if I approve demos leave it changes to approved and then we shared this app with the required profiles to our employees and the managers so because demo was the manager lets go and see in action smelly yeah a new mail has been shared I go on to check the app and because hes the manager his leave requests are reflecting here which the employee does not have so this is the app in a quick recap I will not take you to the app gallery where we have a prebuilt employee management app by our developers which you can readily install and try using it now we will check out the Abdul reacted we had to go to the App Gallery we check out new application and given it to a type employee the employee management app is right here I installed the app so this is the app here the HTML is much better than what I just created so you have the Welcome you have the Quick Links where you can go to apply leave you can view the holidays for the year the buddy folks for today new hires and announcement so they even have the hire tabs here is the dashboard and in the profile you are not registered as employee so I have to be registered as employee you have the leaves the team leaves the live reports and the admin can add leaves announcements holidays so this is already made applet we have in the App Gallery which looks so much cooler so if you have learnt coding by now after seeing this article you can just go and install it and play around with it I hope you enjoyed learning about the app as much as I enjoyed building it for any questions just shoot them below and subscribe to our channel for more such app till then keep making apps and be happy Employee Management App Building with Custom Low Code Forms, Workflow, Reports Hello everybody!

This is Parveen and i will come here to the AppDNA channel where we talk about all things are today ill be talking to you about an employee management app here you can keep track of the leaves of your employees and also have announcements on a dashboard well be building it on our lowcode platforms the Zoho creator. What is Zoho creator? Zoho creator is the lowcode platform where we have a draganddrop interface where we try elements drop them built workflows and apply the apps as quick as possible it is meant for developers and non developers alike today well be looking at the basic essential features that our employ management app will have and how to build it on Zoho creator our employ management app today will have five essential features now it is not a comprehensive app but I would like to take care of this five feature so that we have an idea about our lowcode platform the first feature is that we will have an employee database where you can keep track of the employees and their managers the second is that we will have an announcement dashboard where you can announce the important stuff to your employees the third is that the employees can apply for leaves the fourth is that the managers can approve or reject this leaves and the fifth is that we are going to share this app with our employees with the required views we will now go to creator dot Zoho dot com where we will be building our first form for our employees lets check how to build forms and creator welcome to creator dot Zoho dot com where well be building our my management app on the right hand side you see that we have an option to create a new application or if you were already using spreadsheets to manage your employee details then you can simply import those files and an app will be created for you Ill click on new application and this will take me to the app gallery we have 50 premade applications ready to be installed Ill be creating one from scratch after which I will be showing you the app that was pre built for us let me name my application as employee management 2018 Ill start by creating a new form for my employee details I want to create from blank and Ill name my app form as an employee this is our drag and drop builder well be dragging this data fields to create our form I want to use the section field so that we have different sections for our employee details and name this section is personal information so inside personal information I would want to know the name of the employee their genders here we will use the radio button to contact number their photo next I would want to have the work information section so well use the section again your work information the most important thing would be the employee ID and the email so I will use the single line field for the employee ID next official email makes the next is location next I want to know the Department for Department I will be using the drop down field in department Id like the choices as lets say marketing HR Admin next Ill use the drop down field for reporting to this is for which manager the person is reporting to next Ill use the drop down for my status once again and in the options I will have active resigned terminate lets say I want to have another choice then I can use the plus button here and this one will Leave of absence next Ill use a decision box so a decision box can have only two values either true or false and the values are given with a tick symbol so this one is if this employee is also a reporting manager so if this is true then this employee will also be recorded as a manager instead of an employee in our database well do the work for later but for now our form is done now I hit done and Ill use to access this application button here which will take me to the live mode of the app so this is the edit mode where we are creating our app and in the live mode we can see our forms so this is add employee form I will fill it up so you can see that the solution box can be used a reporting manager my employee status by reporting to not reporting to will have a workflow sub lets get down to our workflows so far our workflows will you go back to our edit mode Ill click on the add workflow I want to use it while using my form add employee and Ill leave my workflow as verify other employer manager add a new action and I want it to be a custom action that happens when the form is loading so here this is our deluge builder where we will be coding using this deluge tasks which are also drag and drop features so deserve blocks of codes which can be used to drag with built our form so Im going to dynamically add the managers to my reporting tool field so lets get started I will use to create list function from here lets go to my List create list it asks me for a variable let me see that the variable is manager list next once this list has been created Im going to use the fetch record field here which will go to another form and fetch the records that I want so that I can manipulate them so fetch records this of us with the variables so the variable is manager list it will go to my add employee form the field if the field is reporting manager equals true then what happens is I want the official email to be searched and for that I will have get all so get all function gives all the emails this line will add all the emails belonging to the managers so if the decision box is manager true is report manager is true then those mails to be fetched and they have to be dynamically added to my manager list so for that I will use the UI dot add code which will be here somewhere so use the add function so this one is input dot reporting to here Im going to use UI dot add so that it occurs only in the UI and the expression is manager list and I hit save so I hope you got the code for your creating a list and then we are fetching the records from the list and we are adding it to our UI I hit done and then lets go back to my app to see what has happened there so lets add my first employee and see what lets say employee ID is one department is marketing I dont report to anyone my employee status is active and Im a reporting manager so I hit add and in my employees report I see that I have been added as an employee now lets go back to my employee form let us add another person lets say some C and then when I click on the reporting to, you see that my email ID is populated here because in the previous form and by submitting I had mentioned in that Im reporting manager so my workflow to add the reporting managers in the UI is working so were done with the first feature and that was to create our employee database and keep a track of who are the managers but in my all employee report even if I am the manager its not reflecting here because I dont have that field so for that we have a work around that we can go to our design here and in my report of all employees I click on the layout so this opens the layout of how I want the report to look like and my display option I want to have add a field is reporting manager and then I want to have a display value so if it is true if the reporting manager is true then you want to display the value as manager the if the statement false I just want to show it as employee its saved and now I want to reload my app and see if the changes have been reflected so now when you check is reporting manager me I can see that I am the manager if I would not have clicked on that I would have been the employee so in my first feature I have tracked the employees and the managers now that you learned how to build forms we will have an announcement form and well be creating an announcement dashboard for our employees for our announcements I will create a second form and this one will be pretty small one just like the gradient of employee form I will name it does make announcements and this form would be exclusively available only for the admin because they employee name not announced so Ill be using the single ID field for my announcement title next Ill use the multiline for my description then I can have the drop down from my status so either the announcement can be active or inactive and hit done so my announcement form is ready and now I have to create a dashboard where all the employees can check out the announcements for that I will be creating pages are a special feature of creator where you can have dashboards charts and HTML so lets get down to creating our first page here name might be just view announcements and this page should be exclusively available to the employees where they can check out all the announcements it wont be restricted to just the admins and here I want to add a deluge server page HTML so I have to find it out this is the deluge server page HTML I click it drag it and now I will be doing a little bit of HTML but before that I will be using the fetch records because I want to fetch the records of the view announcement from my announcement form and before that I want to make sure that the employees check only the announcements which are needed for them so I want a welcome and the employee name so for that Im going to use the variable record the form is add employee the field is mail so the variable employee card goes to my employee form and if the email matches the login user ID so it will show enhanced image field so I will just type the HTML code div style so this one manages top width and height of our HTML so its basic coding but not so difficult so we could be 90 this is our basic HTML coding so I have given the width the font size and then the Welcome employer code name so Ill hit save now our HTML coding for our Welcome board is done so I will create a new report as well to go with it so that the announcements appear so applications and primary on the report I would want to be based on all announcements now create a new report and hit them all so it may all announcements I will change the layout to single line and multiline so it appears in the form of cards rather than the regular layout now that we are done with our announcements I will reload my and lets make our first announcement so lets say we are celebrating Womens Day and when we go to our view announcements you see how beautifully they appears welcome Parveen C now I need to have a gap in my HTML and on announcement so Womens day celebration is happening on March 8th so you can have all sorts of announcements and this announcement dashboards are second feature of creating new announcements is done now we will allow our employees to apply leave lets check how to do that now we will create the leave form same way we made the employee form I will need the form as apply leave here I will use a special field called the lookup which is used to relate to forms so that we can use the data or setting another form in this form I will want it to be fetched from add employee I want to know the employee ID so that I can relate the employee to this leave from I went to their play ID plus their name next I want to know the leave type so I will use the dropdown so I have my Leave types next I want to know the from date and the to date the from date to date is there then the status status can be requested approved and rejected Id want a default choice to be requested so that the manager can later change it to approved or rejected and then I would want the reason for leave so Ill use the multiline filter so apply leave form is done here and next I would want to have separate reports for the leaves so in all leaves I would want a form just my leaves so that where the employee can check only his leaves so for that I will create a new report lists based on the form I applied the name my name my report exclusively for the employees here I will add a filter in my report so the selected field email because so without logging user ID I hit save now I want another form to track the employee leaves and this one will be for the manager where the manager can either approve or reject the leaves so for that Ill create another report and Ill name that as leave requests this one is exclusively for the managers and here I will create two custom action buttons but before that I will go back to my app and check whether the leave form its reflecting properly so my after I leave is right here lets say I am the employee my leave type is sick from now the form is not reflecting properly have to go and change it from 15 to 16 and see does is request and reason for leave is sick now when I go to all leaves the admin can see this when I go to my leaves I can see only my leave so theres a difference and that would be reflected in the last step and we will be sharing the app so Ill be showing only my leaves with the employees and then in the fourth feature well be creating our live requests and our custom action buttons and to go back to our apply leave I will need to change the date field which should from to and Im done so we are done with the third feature once the employee has asked for the leave now the manager can either accept it or reject it we will do it by custom actions and creator we are going to create two custom action buttons for accepting or rejecting a leave request so I will go to leave requests and this report will be exclusively for reporting managers the admin to approve or reject the leave and here Ill be going to actions here Im going to create a new button and Ill limit us run the billable on the condition that the status equals requested and a limerick or proof and create workflow so what happens is that I just want the status to be changed to accept it and see create the item similarly I am going to make the reject button also in put down status rejected he done create the item and Im going to add it to the layout so to add to the layout I have to add the approve button and the newly created reject button now Im going to access my application and see how my approval stood like so the leave requests the admin can see that there is the approve button and the reject button so Parveen has applied for leave she has requested that she was saying our app is completed lets check how to share the app with the required permissions to our employees now that we are done with building our app the leaves and the announcements and stuff Im going to share the app of the employees for that we will have to create to sharing profiles share application sir a custom profile and first one Ill name as manager now what are the permissions that our manager needs so I managed to be able to access the add employee form should be also able to view the add employees from all employees then he can also access the apply leave and in the view of leaves he should be able to see leave requests and his own leaves now in make announcements he can make announcements and he can also view announcements I click Next and Ill add a random user very good shape similarly I create another profile for my employee now the employees should be able to only view the apply leave form he did not view their employees form and in they leave he should be able to check only history in announcements he should be able to check only view announcements the dashboard then I click Next and Ill add the user again so this will create my sharing profiles and now I will have to create a workflow to share this app explicitly with my users so Ill go to workflow while using the form add employees every time an employee is created these two profiles will be shared with the employee depending on whether is the manager or the employee Ill name my workflow as employee sharing permissions hit create new action on successful from submit so now Im going to use the if condition so if is reporting to is true so if my employee is also manager then I want to share the manager view so but this the code is this app dot permissions this App dot permissions assigned user in profile input dot email so this profile would be shared to the email of my manager comma the profile name is manager else if he is only an employee then I will share the same thing except the profile would be employee now with this code the profile should be shared and then I will also add a send mail task from so who that admin user ID to input dot email the X objectives view your leaves and upcoming announcements lets say and the message I can simply share the form link so I have to go to my app lets say I will just use this particularly copy paste it the message should be click I dont want to know the form I just want the link of my app target is blank so that it opens up in another tab so this would do my send a mail and showering together I had done and now I go to my app and the check whether whether the sharing is working properly Im going to add a new use my friend Akshay I put his email and I added so lets go to access maid to check if he got yeah he just got the mail view your leaves and upcoming announcements he clicks here he goes to the app in another tab and as you can see he can check all the announcements so in view announcements welcome Akshay he can check the womens day celebration he can apply for leave so lets say Akshay leave type casual and he applies for the leave now in my leaves Akshay can check only his leaves because the workflow where we have been checking the login user IDs working he cannot check my leaves works in mind where I am the admin I can check my leaves as well I have the access to all leaves where I can see all the leaves and in mind leaves I can see I cannot see any little because I have not applied any and I am not entitled to see Akshay leaves so our sharing app with employees is also done where we have shared the app with two different profiles and sent mail to them lets have a quick recap of the app that we have built today to encapsulate all that we have learnt lets have a quick recap of the employ management app we built today so first we have the employee form where we build so lets add a new employee demo employee that the gender is male Im not putting all the data lets say Im typing Akshays mail again because I have only access to akshays lets say his employee ID is 100 this time departmental HR reporting hes the reporting manager this time and the employee status is active Ill add it in all employees you see Akshay is the demo employee that we have created now is the manager and Akshay and P are the employees so when I go back to create another employee this time in reporting to Akshay would be visible because we have made the workflow of managers and employees now in announcements you can create a new announcement and when you go to all announcements happy new year is visible here in your dashboard it shows welcome PC and happy near announcement is here and then we created the leave from where I can go on so our demo employee can select any day and he can get the leave the manager can check out the leave and leave requests lets say that akshays leave was rejected so the status is rejected and if I approve demos leave it changes to approved and then we shared this app with the required profiles to our employees and the managers so because demo was the manager lets go and see in action smelly yeah a new mail has been shared I go on to check the app and because hes the manager his leave requests are reflecting here which the employee does not have so this is the app in a quick recap I will not take you to the app gallery where we have a prebuilt employee management app by our developers which you can readily install and try using it now we will check out the Abdul reacted we had to go to the App Gallery we check out new application and given it to a type employee the employee management app is right here I installed the app so this is the app here the HTML is much better than what I just created so you have the Welcome you have the Quick Links where you can go to apply leave you can view the holidays for the year the buddy folks for today new hires and announcement so they even have the hire tabs here is the dashboard and in the profile you are not registered as employee so I have to be registered as employee you have the leaves the team leaves the live reports and the admin can add leaves announcements holidays so this is already made applet we have in the App Gallery which looks so much cooler so if you have learnt coding by now after seeing this article you can just go and install it and play around with it I hope you enjoyed learning about the app as much as I enjoyed building it for any questions just shoot them below and subscribe to our channel for more such app till then keep making apps and be happyp

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