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Suggested enhancement for the use of Standard Employee Questions variable set #169

@roxlam

Description

@roxlam

PROBLEM
The Record Producer includes the Standard Employee Questions variable set, however it doesn't makes further use of it in the application. Its values at runtime are not being saved in the Telework Case table. In particular, the Requested for value is not used by the application logic -- e.g. an approval request is being sent to the manager of the employee submitting the request, instead of the manager of the employee for which the request was submitted, which doesn't solve the business goal of approving the employee for remote work.

SUGGESTED SOLUTION
Replace the Opened by field in the spreadsheet and the Flow Designer logic with the Requested by field. The following dependencies need to be updated in the guide:

  1. In the spreadsheet:
    o Rename the Opened by column to Requested for.
    o Remove the Opened column.
    o Optional: add a Needed by column with the following valid options: today, tomorrow, current_week, next_week. If added, it creates the opportunity for a Bonus step either in Level 1 or Level 2 of the workshop for adding logic to update the Priority field based on it.
    o I updated the spreadsheet, see attached. Just update the Telework_Lab_Files.zip with it.

  2. For the spreadsheet import step:
    o We don’t need to worry anymore about the duplicate mapping created by the system for the Opened and Opened by fields, since neither of them is in the new spreadsheet.
    o At Step 23, update the screenshots for the fields being added. These screenshots need to be updated anyway, because they show the Justification field type as Choice, which is incorrect, as AES detects it as String by default.
    o Add a step for changing the type of Requested for field from String to Reference. Same motions as for Justification and Arrangement.
    o If Needed by column is added to the spreadsheet, change field type from String to Choice. No need to define the choices, as they are being added automatically at import.

  3. For the Record Producer configuration step:
    o No changes. The value set Standard Employee Questions will "automagically" map to the custom fields named Requested for and Needed by, and the new record will be created by the record producer with the correct data. 😊

  4. For the Flow Designer configuration:
    o At Section 3.1, replace all references to Opened by in the instructions with Requested for.
    o Update the following screenshots that show the Opened by field. (It’s a good thing only these six screenshots explicitly show this field.)

    • Section 9 “Configure the rules”: Steps 6, 7.
    • Section 12 “Configure Send Email Action”: Steps 4, 11, 15.
    • Section 13 "Your flow should look like this"

Telework_Data_2.xlsx

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