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Personnel Administration practice case-employee gift purchasing system practice

1. Case Background

The distribution of employee benefits is basically an administrative matter that every enterprise will encounter. In this common scenario, how can the operation be convenient, efficient and in line with the wishes of employees, based on this scenario, this case builds a system of employee gifts from research, procurement, and report Display, explaining the details in place, which is very suitable for partners CHUSHI YIDA.

2. Achieve results

💡Set up the whole process of gift purchase and distribution system

💡Classic application of business association formula

💡DingTalk YIDA printing template personalized configuration

3. Demo Video

Video source YIDA video manual Hello! Low code personnel administration practice case (Lecture 5), YIDA video manual document provides more teaching videos.

此处为语雀视频卡片,点击链接查看:l4vAFJ4O9PqvHh5pSqH_340965849012___hd.mp4

Further reading:https://www.yuque.com/yida/video/dazke6

4. Implementation steps

4.1 create forms, reports, and component configurations

4.1.1 component configuration on welfare research page

Procedure:

Create a form page named "welfare survey", drag and drop "single line text component", "radio component" and "department component" respectively, and change the title to name, gift intention, what do you think, gender, and Department of next year's gifts? (the operation is shown in Figure 4.1-1)

Figure 4.1-1 welfare survey form

4.1.2 「Survey resultsFormComponent configuration

Procedure:

Create a form page named "survey results", drag and drop "single line text component" and "department component" respectively, and change the title to name, gender, department, gift intention, what do you think about next year's gifts (the operation is shown in Figure 4.1-2)

Figure 4.1-2 survey result form

4.1.3 「Survey results show 」Component configuration

Procedure:

Create a report page named "survey results display", drag and drop "basic table component", select the dataset survey results, drag and drop the name, gender, what do you think about next year's gift fields in the table column? (the operation is shown in Figure 4.1-3)

Figure 4.1-3Survey results report page

4.1.4 configuration of inventory data form components

Procedure:

Create a form page named inventory data, drag and drop "single line text component" and "value component" respectively, and change the title to gift name, specification, unit price, unit price, and remaining quantity respectively; (The operation is shown in Figure 4.1-4)

Figure 4.1-4Inventory data sheet page

4.1.5 inventory data display component configuration

Procedure:

Create a report page named inventory data, drag and drop the basic table component, select the dataset inventory data, and drag and drop the gift name, unit price, specification, and remaining quantity fields to the table column respectively; (The operation is shown in Figure 4.1-5)

Figure 4.1-5Inventory data report page

4.1.6 "gift purchase" form component configuration

Procedure:

Create a form page named gift purchase, drag and drop member component, date component, department component, subform component, single line text component 」, "Numerical component", respectively, modify the title to purchase applicant, application time, application department, purchase details, gift name, specification, unit, unit price, remaining quantity; (The operation is shown in Figure 4.1-6)

Figure 4.1-6Gift purchase page

4.1.7 package configuration of benefit distribution form

Procedure:

Create a form page named benefit distribution, drag and drop member components, Department components, drop-down radio components, value components, date components 」, "Single line text component" to change the title to recipient, department, gift name, collection quantity, collection date and remaining quantity respectively; (operation is shown in Figure 4.1-7)

Figure 4.1-7Gift purchase page

4.2. Configuration of business association rules

4.2.1 configuration of Business Association rules on the welfare research page

Procedure:It is mainly used to update the page data of the welfare survey form and insert it into the survey results form page.

On the top of the page canvas of the welfare survey form, find the form design and then find the form EVENT> Formula execution> document submission> Change the title to be used for statistical result update in the property bar on the right, edit the following formula. (The operation is shown in Figure 4.2-1)

Figure 4.2-1Welfare Research formula page

4.2.2 configuration of Business Association rules on the gift purchase page

Procedure:It is mainly used to update the page data of the gift purchase form and insert it into the inventory data sheet page.

Above the canvas of the gift purchase form page, we find the form design and then find the form EVENT> Formula execution> document submission> Change the title to purchase inbound update inventory data in the property bar on the right, edit the following formula. (The operation is shown in Figure 4.2-2)

Figure 4.2-2Welfare Research formula page

4.2.3 configuration of Business Association rules on the welfare distribution page

Procedure:It is mainly used to insert the page data of the benefit distribution form into the inventory data sheet page.

At the top of the page canvas of the welfare distribution form, we find the form design and then find the form EVENT> Formula execution> document submission> Change the title to reduce the number of gifts issued, edit the following formula. (The operation is shown in Figure 4.2-3)

Figure 4.2-3Welfare Research formula page

5. FAQ

5.1 Why does the configuration of business association rules not take effect?

Here, we should pay attention to the fact that the value of the target table is always in the front and the punctuation mark is in English when editing the formula.

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