Unable to implement this :
- On the ‘Employee’ table, add/create a related list to show all Employees whose manager is Current Employee. Only Current Users should have the option to Create a new Record.
- On the ‘Employee’ table, add/create a related list to show a list of E-Voucher Requests raised by the current Employee. Only Current Users should have the option to Edit it.
- On ‘E-Wallet Request by Managers’ table, add/create a related list to show List of Employees whose E-Wallet Balance is below Rs.400. Disable option to Create or Edit in this Related List. - since e wallet balance is read only, unable to write any value to this, so unable to create this related list
i did create relationship for both, but doesn't fetch the required info
for 1. - which need to display who manager is tagged for current employee record. so i am using below script
name is the related list column, parent.request.opened_by is from requested item table
Hi @nowGurukul
challenge 3 completed
Related List:
- On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised by the same Manager for all his/her Associates. Disable option to Create or Edit in this Related List.
- On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised for the same ‘Requested For’ Employee. Disable option to Create or Edit in this Related List.
- On ‘E-Wallet Request by Managers’ table, add/create a related list to show List of Employees whose E-Wallet Balance is below Rs.400. Disable option to Create or Edit in this Related List.
- On the ‘Employee’ table, add/create a related list to show all Employees whose manager is Current Employee. Only Current Users should have the option to Create a new Record.
- On the ‘Employee’ table, add/create a related list to show a list of E-Voucher Requests raised by the current Employee. Only Current Users should have the option to Edit it.
Basic Configurations:
- Make ‘Position Level’ and ‘Project/Account’ Mandatory in Employee form.
- Make ‘Email ID’ and ‘Mobile Number’ mandatory in Employee Form.
- Rename ‘Manager’ field name to ‘Project Manager’ field name in Employee Table.
- Set Default value of E-Wallet Balance to 0 in Employee form.
- Set ‘Position Level’ field default value as ‘Senior Associate’ in Employee Form.
- ‘E-Wallet Budget’ field on Employee Table should only be hidden for Employees whose Position Level is Associate or Senior Associate.Hided for Senior Associate or Associate:
Visible for other choice like manager:
- HR agents should always open the Employee List on Corporate View.User part of those 3 group which we created in challenge are HR agents and i have gave "Hr_agents" roles to user. u can use ismemberof() or hasrole(). i have used both here.
-
Here siva s is HR Agent after u set the view rule it wont allow user to chnage views:
- Create Process Flow on ‘E-Wallet Request by Managers’ form to track the status of the Request.
- On ‘Employee’ Form, under ‘Corporate Appreciations’ form section, add Label Text on top stating “This Section will talk about the Awards/Appreciations received by the Employee and their E-Wallet Details”.
- On the Related List of ‘Employee’ table where it shows a list of Employees whose manager is a current user, Show the Sum of Amount of each Employee’s E-Wallet Balance.
- Create a new field ‘Rejection Reason’ field on ‘E-Wallet Request by Managers’ table.
- On the start of every Quarter (1st April, 1st July, 1st Oct, 1st Jan) , reset the E-Wallet Budget to Rs. 8000 for each Employee whose Position Level is Manager or above. It will run everymonth but the data update will happen on qauters 1st day month like 0-Jan,3- April,August,
Agile Stories:
1. Activate Agile Development 2.0 Plugin.
2. Create at least 5 stories from Week 1 Challenge with Description in the format :
Thanks,
Siva
Hi @nowGurukul
In challenge 3
Related List
1st, 2nd ,3rd point for them I have created a related list using relationship module . - For this related list edit option will not be available its OOB.
4.On the ‘Employee’ table, add/create a related list to show all Employees whose manager is Current Employee. Only Current Users should have the option to Create a new Record.
For this 4th point we can get a related list from m-2-m relationship. But before i have used the relationship module and created the list which is wrong.
related list which is created using relationship is called define related list . it will not have edit option. But this OOB related list created based on reference variable of form
Here u can see Request-> Opened by its OOB related list u can use them
5.On the ‘Employee’ table, add/create a related list to show a list of E-Voucher Requests raised by the current Employee. Only Current Users should have the option to Edit it.
For this 5th point we can get a related list from m-2-m relationship. But before i have used the relationship module and created the list which is wrong.
related list which is created using relationship is called define related list . it will not have edit option. But this OOB related list created based on reference variable of form
For this u can use Employee-> Project Manager or Employee-> Manager
Basic configuration
10.On the Related List of ‘Employee’ table where it shows a list of Employees whose manager is a current user, Show the Sum of Amount of each Employee’s E-Wallet Balance.
I think above ss itself showing total / sum of balance of particular employee.
@AnubhavRitolia , @Abhilash - Please confirm for this 10th point is this correct or else please explain the scenario.
Thanks,
Siva
Thanks @abhilash5 .
@abhilash5 - could u plz go through the above post for my challenge 3 completion which i attached. if something i missed or anything wrong . please let me know.
Hi @nowGurukul ,
Done with my week3 challenge.
Related List:
- On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised by the same Manager for all his/her Associates. Disable option to Create or Edit in this Related List.
2. On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised for the same ‘Requested For’ Employee. Disable option to Create or Edit in this Related List.
3. On ‘E-Wallet Request by Managers’ table, add/create a related list to show List of Employees whose E-Wallet Balance is below Rs.400. Disable option to Create or Edit in this Related List.
4. On the ‘Employee’ table, add/create a related list to show all Employees whose manager is Current Employee. Only Current Users should have the option to Create a new Record.
5. On the ‘Employee’ table, add/create a related list to show a list of E-Voucher Requests raised by the current Employee. Only Current Users should have the option to Edit it.
Basic Configurations:
- Make ‘Position Level’ and ‘Project/Account’ Mandatory in Employee form.
2. Make ‘Email ID’ and ‘Mobile Number’ mandatory in Employee Form.
3. Rename ‘Manager’ field name to ‘Project Manager’ field name in Employee Table.
4. Set Default value of E-Wallet Balance to 0 in Employee form.
5. Set ‘Position Level’ field default value as ‘Senior Associate’ in Employee Form.
6. ‘E-Wallet Budget’ field on Employee Table should only be hidden for Employees whose Position Level is Associate or Senior Associate.
7. HR agents should always open the Employee List on Corporate View.
8. Create Process Flow on ‘E-Wallet Request by Managers’ form to track the status of the Request.
9. On ‘Employee’ Form, under ‘Corporate Appreciations’ form section, add Label Text on top stating “This Section will talk about the Awards/Appreciations received by the Employee and their E-Wallet Details”.
10. On the Related List of ‘Employee’ table where it shows a list of Employees whose manager is a current user, Show the Sum of Amount of each Employee’s E-Wallet Balance.
11. Create a new field ‘Rejection Reason’ field on ‘E-Wallet Request by Managers’ table.
12. On the start of every Quarter (1st April, 1st July, 1st Oct, 1st Jan) , reset the E-Wallet Budget to Rs. 8000 for each Employee whose Position Level is Manager or above.
Agile Stories:
1. Activate Agile Development 2.0 Plugin.
2. Create at least 5 stories from Week 1 Challenge
Regards,
Harish Akurati
Hi @Sivasangeethp @H562
Its working in background script but not in the scheduled jobs
can you find the error on this script?
Hi @Ehab Pilloor ,
Try to find *Annotation in available section of form layout. By placing it in selected section you will be getting additional pop-up as well like info box blue (or) error box and adding string value in it. Please find the below screenshot for your reference.
Regards,
Harish Akurati
Hello @Sivasangeethp
Can you tell me how you did on the list control to be able to include the related list? It appears greyed out for me and I am not able to change it. Thank you in advance.
Hi @nowGurukul, I have completed the #Week_3 challenge.
1. On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised by the same Manager for all his/her Associates. Disable option to Create or Edit in this Related List.
2. On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised for the same ‘Requested For’ Employee. Disable option to Create or Edit in this Related List.
3. On ‘E-Wallet Request by Managers’ table, add/create a related list to show List of Employees whose E-Wallet Balance is below Rs.400. Disable option to Create or Edit in this Related List.
4. On the ‘Employee’ table, add/create a related list to show all Employees whose manager is Current Employee. Only Current Users should have the option to Create a new Record.
5. On the ‘Employee’ table, add/create a related list to show a list of E-Voucher Requests raised by the current Employee. Only Current Users should have the option to Edit it.
Basic Configurations:
1. Make ‘Position Level’ and ‘Project/Account’ Mandatory in Employee form.
2. Make ‘Email ID’ and ‘Mobile Number’ mandatory in Employee Form.
3. Rename ‘Manager’ field name to ‘Project Manager’ field name in Employee Table.
4. Set Default value of E-Wallet Balance to 0 in Employee form.
5. Set ‘Position Level’ field default value as ‘Senior Associate’ in Employee Form.
6. E-Wallet Budget’ field on Employee Table should only be hidden for Employees whose Position Level is Associate or Senior Associate.
7. HR agents should always open the Employee List on Corporate View.
8. Create Process Flow on ‘E-Wallet Request by Managers’ form to track the status of the Request
9. On ‘Employee’ Form, under ‘Corporate Appreciations’ form section, add Label Text on top stating “This Section will talk about the Awards/Appreciations received by the Employee and their E-Wallet Details”.
10. On the Related List of ‘Employee’ table where it shows a list of Employees whose manager is a current user, Show the Sum of Amount of each Employee’s E-Wallet Balance.
11. Create a new field ‘Rejection Reason’ field on ‘E-Wallet Request by Managers’ table.
12. On the start of every Quarter (1st April, 1st July, 1st Oct, 1st Jan) , reset the E-Wallet Budget to Rs. 8000 for each Employee whose Position Level is Manager or above.
Agile Stories:
1. Activate Agile Development 2.0 Plugin.
2. Create at least 5 stories from Week 1 Challenge with Description in the format :
Thanks
Sunil
Hi @nowGurukul
challenge 3 completed
Related List:
- On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised by the same Manager for all his/her Associates. Disable the option to Create or Edit in this Related List.
2. On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised for the same ‘Requested For’ Employee. Disable option to Create or Edit in this Related List.
3. On ‘E-Wallet Request by Managers’ table, add/create a related list to show List of Employees whose E-Wallet Balance is below Rs.400. Disable option to Create or Edit in this Related List.
4. On the ‘Employee’ table, add/create a related list to show all Employees whose manager is a Current Employee. Only Current Users should have the option to Create a new Record.
5. On the ‘Employee’ table, add/create a related list to show a list of E-Voucher Requests raised by the current Employee. Only Current Users should have the option to Edit it.
Basic Configurations:
- Make ‘Position Level’ and ‘Project/Account’ Mandatory in Employee form.
2. Make ‘Email ID’ and ‘Mobile Number’ mandatory in Employee Form.
3. Rename ‘Manager’ field name to ‘Project Manager’ field name in Employee Table.
4. Set Default value of E-Wallet Balance to 0 in Employee form.
5. Set ‘Position Level’ field default value as ‘Senior Associate’ in Employee Form.
6.‘E-Wallet Budget’ field on Employee Table should only be hidden for Employees whose Position Level is Associate or Senior Associate.Hided for Senior Associate or Associate:
7.HR agents should always open the Employee List on Corporate View.
8. Create Process Flow on ‘E-Wallet Request by Managers’ form to track the status of the Request
9. On ‘Employee’ Form, under ‘Corporate Appreciations’ form section, add Label Text on top stating “This Section will talk about the Awards/Appreciations received by the Employee and their E-Wallet Details”.
10. On the Related List of ‘Employee’ table where it shows a list of Employees whose manager is a current user, Show the Sum of Amount of each Employee’s E-Wallet Balance.
11. Create a new field ‘Rejection Reason’ field on ‘E-Wallet Request by Managers’ table.
12. On the start of every Quarter (1st April, 1st July, 1st Oct, 1st Jan) , reset the E-Wallet Budget to Rs. 8000 for each Employee whose Position Level is Manager or above.
Agile Stories:
1. Activate Agile Development 2.0 Plugin.
2. Create at least 5 stories from Week 1 Challenge with Description in the format :
Regards,
Dharmaraj
Hi @nowGurukul Team,
Completed the Week 3 Challenge. Please find screenshots below :
Related List:
- On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised by the same Manager for all his/her Associates. Disable option to Create or Edit in this Related List.
- On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised for the same ‘Requested For’ Employee. Disable option to Create or Edit in this Related List.
- On ‘E-Wallet Request by Managers’ table, add/create a related list to show List of Employees whose E-Wallet Balance is below Rs.400. Disable option to Create or Edit in this Related List.
- On the ‘Employee’ table, add/create a related list to show all Employees whose manager is Current Employee. Only Current Users should have the option to Create a new Record.
- On the ‘Employee’ table, add/create a related list to show a list of E-Voucher Requests raised by the current Employee. Only Current Users should have the option to Edit it.
Basic Configurations:
- Make ‘Position Level’ and ‘Project/Account’ Mandatory in Employee form.
- Make ‘Email ID’ and ‘Mobile Number’ mandatory in Employee Form.
- Rename ‘Manager’ field name to ‘Project Manager’ field name in Employee Table.
- Set Default value of E-Wallet Balance to 0 in Employee form.
- Set ‘Position Level’ field default value as ‘Senior Associate’ in Employee Form.
Default values on new record
- ‘E-Wallet Budget’ field on Employee Table should only be hidden for Employees whose Position Level is Associate or Senior Associate.
- HR agents should always open the Employee List on Corporate View.
- Create Process Flow on ‘E-Wallet Request by Managers’ form to track the status of the Request.
- On ‘Employee’ Form, under ‘Corporate Appreciations’ form section, add Label Text on top stating “This Section will talk about the Awards/Appreciations received by the Employee and their E-Wallet Details”.
- On the Related List of ‘Employee’ table where it shows a list of Employees whose manager is a current user, Show the Sum of Amount of each Employee’s E-Wallet Balance.
- Create a new field ‘Rejection Reason’ field on ‘E-Wallet Request by Managers’ table.
- On the start of every Quarter (1st April, 1st July, 1st Oct, 1st Jan) , reset the E-Wallet Budget to Rs. 8000 for each Employee whose Position Level is Manager or above.
Agile Stories:
1. Activate Agile Development 2.0 Plugin.
2. Create at least 5 stories from Week 1 Challenge with Description in the format :
Thanks
Himani
Hii @nowGurukul I have completed my 3rd Challenge, below are the screenshots.
Week 3 Challenge:
Related List:
1. On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised by the same Manager for all his/her Associates. Disable option to Create or Edit in this Related List.
2. On the ‘E-Wallet Request by Managers’ table, add/create a related list to show all requests raised for the same ‘Requested For’ Employee. Disable option to Create or Edit in this Related List.
3. On ‘E-Wallet Request by Managers’ table, add/create a related list to show List of Employees whose E-Wallet Balance is below Rs.400. Disable option to Create or Edit in this Related List
4. On the ‘Employee’ table, add/create a related list to show all Employees whose manager is Current Employee. Only Current Users should have the option to Create a new Record.
5. On the ‘Employee’ table, add/create a related list to show a list of E-Voucher Requests raised by the current Employee. Only Current Users should have the option to Edit it.
Basic Configurations:
1. Make ‘Position Level’ and ‘Project/Account’ Mandatory in Employee form.
2. Make ‘Email ID’ and ‘Mobile Number’ mandatory in Employee Form.
3. Rename ‘Manager’ field name to ‘Project Manager’ field name in Employee Table.
4. Set Default value of E-Wallet Balance to 0 in Employee form
5. Set ‘Position Level’ field default value as ‘Senior Associate’ in Employee Form
6. E-Wallet Budget’ field on Employee Table should only be hidden for Employees whose Position Level is Associate or Senior Associate. Hided for Senior Associate or Associate
7. HR agents should always open the Employee List on Corporate View
8. Create Process Flow on ‘E-Wallet Request by Managers’ form to track the status of the Request
9. On ‘Employee’ Form, under ‘Corporate Appreciations’ form section, add Label Text on top stating “This Section will talk about the Awards/Appreciations received by the Employee and their E-Wallet Details”.
10. On the Related List of ‘Employee’ table where it shows a list of Employees whose manager is a current user, Show the Sum of Amount of each Employee’s E-Wallet Balance
11. Create a new field ‘Rejection Reason’ field on ‘E-Wallet Request by Managers’ table.
12. On the start of every Quarter (1st April, 1st July, 1st Oct, 1st Jan) , reset the E-Wallet Budget to Rs. 8000 for each Employee whose Position Level is Manager or above.
Agile Stories:
Activate Agile Development 2.0 Plugin.
Create at least 5 stories from Week 1 Challenge with Description in the format :
My LinkedIn profile link: Chetna Sharma | LinkedIn
best
Chetna
@sola2 - For your doubt.
system definition > relationship>create new
create like this and add this in ur related list and u will get a REL field with value
And sorry for the delay in response. For any doubts. if there is any delay in response please ask in our whatsapp group
Anyone have a clue why the "Requested for" field is not populating the manager name?
I've attached screenshots for reference
1. Requested for variable
2. Employee User Table
3. Form in the Service Portal(Managers name is visible)
4. Request raised by employee related list
Hii @nowGurukul I have completed my 3rd Challenge, below are the screenshots.
Week 3 Challenge:
Related List:
Basic Config
AgileBoard:
Thank You
Just completed this week challenge. Everything else is almost same as what others did. However to reset the E-Wallet Balance I used flow designer to run the scheduled job.
Created 2 actions:
Get Current Month:
(function execute(inputs, outputs) {
outputs.current_month = new GlideDateTime().getMonth();
})(inputs, outputs);
Reset E-Wallet Balance for Managers
(function execute(inputs, outputs) {
var positions = gs.getProperty("employee.positions.to.reset.ewallet.balance");
gs.log(positions);
var grEmployee = new GlideRecord('u_employee');
grEmployee.addQuery('u_position_level', 'IN', positions);
grEmployee.query();
while (grEmployee.next()) {
// Reset the u_e_wallet_balance to 8000
grEmployee.setValue('u_e_wallet_balance', 8000);
grEmployee.update(); // Save the changes
}
})(inputs, outputs);
Created Flow: Reset E-Wallet Balance
