Step 2: Retrieving Employee Information

Estimated Reading Time:  3 minutes

Introduction

In the previous use case lesson, you learned how to create a Workspace and began building your employee travel request application. The first step to process an employee's travel request is to intake their information. In this module, you'll gather that information using a few Primary Field components.

You can preview an example of this completed use case step here: https://training.unqork.io/#/workflow/6465340be070300e1cbd6917/edit.

Learning Objectives

In this lesson, you'll learn how to configure the Text Field, Date Input, and Dropdown components to intake employee data.

What You'll Need

To complete this step of your application, you need

Open Your Module

Start by opening the module you created in the previous lesson in the Module Editor.

1. Open your Workspace. You can find your Workspace by selecting (Search magnifying glass) and entering Creator Workshop Workspace [your name].
2. In your Workspace, select View App on your application tile. Your application title will be [initials] + “Creator Workshop App” + [date you created the application].
3. From the menu to the left of the Application page, select Modules.
4. Click on the Employee Information module tile.

Configuration

Configure Your Text Field Components

Start by adding the Text Field components. You'll use these to get the employee and their manager's name, team, and department.

1. Drag and drop five  Text Field components onto your canvas.
2. In the Property ID A Property ID is the unique field ID used by Unqork to track and link components in your module. and Label Text Label Text conveys what the input component is and what information it displays. Enter the purpose of the corresponding component or field. fields for each component, enter the following:

Property ID

Label Text

employeeFirstName

Employee's First Name
employeeLastName

Employee's Last Name

managerFirstName

Manager's First Name

managerLastName

Manager's Last Name

managerTeamName

Manager's Team/Department Name

3. Save &  Close each  Text Field component as you add it.

Configure the Date Input Component

To track the employee's hire date, add a Date Input component.

1. Drag and drop a Date Input Icon Date Input component onto your canvas, placing it below your  Text Field components.
2. In the Property ID A Property ID is the unique field ID used by Unqork to track and link components in your module. field, enter employeeHireDate.
3. In the Label Text Label Text conveys what the input component is and what information it displays. Enter the purpose of the corresponding component or field. field, enter Employee's Hire Date.
4. In the Display (+/-) Years From the Current Date field, enter -10.
5. Set the Store Date Only toggle to (ON).
6. To the left of the component's configuration window, select the Validation Icon Validationtab.
7. From the Restrict Date Selection to drop-down, select Past Only.
8. Click Save & Close.

Configure the Dropdown Component

To get the employee's job title, use a Dropdown component.

1. Drag and drop a Dropdown Component Icon Dropdown component onto your canvas, placing it below the Date Input Icon Date Input component.
2. In the Property ID A Property ID is the unique field ID used by Unqork to track and link components in your module. field, enter employeeType.
3. In the Label Text Label Text conveys what the input component is and what information it displays. Enter the purpose of the corresponding component or field. field, enter Employee's Job Title.
4. To the left of the component's configuration window, select the Data Icon Datatab.
5. In the Data Source Type table, enter the following:
Option Label Option Value

Intern

Intern
Contractor

Contractor

Individual Contributor

Individual Contributor

Manager

Manager

VP

VP

C-Suite

C-Suite

6. Click Save & Close.
7. Save your module.

Your travel request application can now intake employee and manager information. In the next use case lesson, you'll continue building in this module to intake and validate an employee email address.