Personnel Administration practice case-industry summit meeting management system

1. Case Background

A large-scale meeting, from the preparation of the meeting to the development of the meeting to the summary after the meeting, is undoubtedly a complicated and error-free process. Exist in this processThe participants are complicated, the information cannot be synchronized, the approval flow link is long, and the information is manually filled in, causing errors and omissions.Wait for pain points, resulting in heavy work of meeting responsible personnel. This case aims to solve the above pain points through the application of functions in YIDA, help the conference to carry out smoothly and accurately, and free the responsible personnel of the conference from complicated processes, accelerate the company's office to move towards automation and digitization.

2. Achieve results

💡Fill in the data only once and say "no" to the repeated workload 」.

💡Automatic Message notification to the group/designated personnel to ensure timeliness and synchronization of information.

💡Through the YIDA form verification function, data duplication is fundamentally eliminated from data entry.

💡After the form is submitted, the associated business data is automatically updated in a timely manner, and the data is dynamically updated in real time with the actual business.

3.Demo Video

Video source YIDA video manual Hello! Low code personnel administration practice case (Lecture 34), YIDA video manual document provides more teaching videos.

此处为语雀视频卡片，点击链接查看：VBQPEq0j7VCAMd11zHg_340315722564___hd.mp4

Hello! Low code Phase 34-practical cases of industry summit conference management system

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

4. Implementation steps

4.1 Step 1: Create forms and component configurations

4.1.1 create and configure 「Form

Procedure:

1. Create a common form and name it the bottom information table of the industry connector 」.
2. Add a text component named "industry name"; Add a member component named "industry connector"; Add four numerical components named "number of people to be assigned by industry management 」, the actual number of industrial management personnel, the number of industrial employee representatives and the actual number of industrial employee representatives 」. (The operation is shown in Figure 4.1-1)

Figure 4.1-1 create and configure the "bottom table of industry docking personnel 」

3. Click save in the upper-right corner of the page.

4.1.2 create and configure 「Personnel Information form

Procedure:

1. Create a common form named personnel information table 」.
2. Add six single-line text components named userid, name, mobile phone, position, supervisor or not, and participation status 」. (The operation is shown in Figure 4.1-2)

Figure 4.1-2 create and configure the personnel information table 」

3. Click save in the upper-right corner of the page.

Instructions

You can use an excel table that stores data to import and create the form.

For more information about batch import, see:Batch import

4.1.3 create and configure 「Meeting notification flow chart

Form design

Procedure:

1. Create a flow chart named meeting notification flow table 」.
2. Add a date component named "meeting date"; Add two single-line text components named "meeting topic" and "meeting place"; Add a drop-down radio component, name it "industry name", add Member component, name it "industry connector"; Add button component, name it "click fill in information 」. (The operation is shown in Figure 4.1-3)

Figure 4.1-3 create a meeting notification form

3. Configure the industry name drop-down radio component. (The operation is shown in Figure 4.1-4)

Figure 4.1-4 option setting of "industry name" drop-down radio component

4. Configure the member components of the industry connector. (The operation is shown in Figure 4.1-5)

Figure 4.1-5 member component configuration of "industrial docking agent"

6. Configure the "click fill information" button component: Create action> onClick()> add the following code. (The operation is shown in Figure 4.1-6)

Instructions

The button component must be copied from the custom page.

Procedure: on the custom page, add a button component ctrl + c, copy it, and paste it in the current form ctrl + v.

Figure 4.1-6 shows the button binding action.

Figure 4.1-6 contains the following code,Note that the unique identifier of the component and the jump link are filled in.

export function onClick(){
  const ProName = this.$("值作为参数的组件id").getValue();
  this.utils.router.push("跳转的表单地址", {ProName},true,true);
}

7. Click save in the upper-right corner of the page.

Process design

Operation path: Process Design> approver node> initiator (operation is shown in Figure 4.1-7)

Figure 4.1-7 process design of meeting notification form

Message notification configuration

Procedure:

1. Configure message notification: Page Settings> message notification> create notification. (The operation is shown in Figure 4.1-8)

Figure 4.1-8 message notification configuration Portal

2. Configure trigger conditions> choose process Start> configure sending rules> Select process Start> configure notification personnel type> choose send to current group> configure notification template. (The operation is shown in Figure 4.1-9)

Instructions

The send to current group function takes effect only for internal group chats with YIDA applications added.

For more information about how to add YIDA applications to internal group chat, see:Add applications to a group

Figure 4.1-9 message notification settings

4.1.4 create and configureSummit personnel information filling report

Procedure:

1. Meeting Information cluster setting. (The operation is shown in Figure 4.1-10)

Figure 4.1-10 Conference Information Cluster setting

2. Set the data linkage meeting notification flow table for the industrial docking person, meeting theme, meeting place, and meeting date components. (The operation is shown in Figure 4.1-11)

Figure 4.1-11 data linkage configuration of components in the form

3. The parameter data source of the industry name setting page to receive the meeting notification form to jump to the parameters. (The operation is shown in Figure 4.1-12)

Figure 4.1-12 configure the page parameter data source

4. Personnel Information cluster setting: add a group component named "personnel information" and add a component. (The operation is shown in Figure 4.1-13)

Figure 4.1-13 personnel information cluster setting

5. "userid" component configuration: Set the status of the "userid" single-line text component to hidden, set to "always submit" and set a formula to automatically obtain the current login person. (Operation is shown in Figure 4.1-14 and Figure 4.1-15)

Note:

When the component is set to hidden, the entered data is saved only when the always submit function is enabled.

Operation path: Properties> Advanced> Select always submit 」.

Figure 4.1-14 configuration components are always submitted

Figure 4.1-15 configuration of the userid component formula

6. Configure form data verification: Configure formula verification to prevent repeated data submission. (The operation is shown in Figure 4.1-15)

Figure 4.1-16 configuration form submission verification

7. Configure whether to be a supervisor single-line text component. (The operation is shown in Figure 4.1-16)

Figure 4.1-17 configuration of the supervisor or not component

8. Configure the option to associate the round trip or not radio components. (The operation is shown in Figure 4.1-18)

Figure 4.1-18 configuration of association options

9. Configure form Business Association

• Set the business association rules of the form, and update the data corresponding to the bottom table of the industry connector information after submission. (The operation is shown in Figure 4.1-19)

Figure 4.1-19 configure business association rules-update the information table data of the industrial docking personnel

• Set the form association rules to update the data corresponding to the personnel information table. (The operation is shown in Figure 4.1-20)

Figure 4.1-20 configure business association rules-update personnel information table data

4.2 Step 2: Create and configure the report page

Create data statisticsTable for data statistics and data visualization.

Procedure:

1. Create a report: create a report> and name it data statistics 」. (The operation is shown in Figure 4.2-1)

Figure 4.2-1 create report page

2. Add table component: add a basic table component, select a personnel information table for the dataset, and configure display fields. (The operation is shown in Figure 4.2-2)

Figure 4.2-2 add and configure table components

3. Configure the status style of the participants. (The operation is shown in Figure 4.2-3)

Figure 4.2-3 setting the style of the attending status

4. Set columns, that is, set the number of charts displayed horizontally on the page. (The operation is shown in Figure 4.2-4)

Figure 4.2-4 configuration page columns

5. Add the indicator card component to display data summary data. (The operation is shown in Figure 4.2-5)

Figure 4.2-5 add indicator card components

6. Configure the total number field of the indicator card component. (The operation is shown in Figure 4.2-6)

Figure 4.2-6 indicator card component "total number" field settings

7. Configure the number of unparticipants field of the indicator card. (Operation is shown in Figure 4.2-7 ~ Figure 4.2-9)

Figure 4.2-7 custom indicator entry

Figure 4.2-8 formula writing

Figure 4.2-9 edit field information

8. Repeat Step 7 to configure the "confirmed number" field of the indicator card. (The operation effect is shown in Figure 4.2-10)

Figure 4.2-10 display of the configuration effect of the confirmed number of people Field

9. Configure the indicator card style. (The operation is shown in Figure 4.2-11)

Figure 4.2-11 configure indicator card style

5. Effect display

此处为语雀视频卡片，点击链接查看：产业峰会会议应用.mp4

Case effect demonstration

6. FAQ

Q: Why does the association rule set by Case Video-updating the bottom table of the industry dock do not take effect?

A: The Association rules of the case-updating the bottom information table of the industrial docking agent is based on the if condition to determine whether the content of the competent field is updated, the judgment field of the current form has hidden attributes. If you do not set the always submit attribute, the association rule cannot obtain the judgment value and the association rule will not take effect.

Note:

• Fields set to hidden state are necessary data for application construction and form data calculation, but are not displayed on the page. Therefore, the always submit function should be enabled 」.
• Operation path: Properties-advanced-select always submit 」

YIDA in order to better optimize the content and quality of YIDA user manual, it takes you 3-5 minutes to fill in the document feedback questionnaire. The document feedback questionnaire is submitted anonymously, and the questionnaire information is only used for YIDA document experience feedback collection. Thank you for your support for YIDA!

Click here to fill in the questionnaire

-------------------- Welcome to follow US--------------------