Dynamic
CRM Solution

Vacation request application

 Keywords: Online approval;

This application is used to manage, approve and track employee vacation apply process. It meets the following requirements:

  • Some employee only need one manager to approve the application.
  • Some employee need two managers to approve the application.
  • Some employee need three managers to approve the application.
  • After approved, the result should be forwarded to HR and purchase department.
  • Employee receive application approved or rejected email notification.
  • Employee and manager should be able to view history of the application.


Manager create a vacation form

Login to the CubeDrive site. Click "+ Create Form" button to start build a form. Enter a list of fields in the form and click "Create form link", a form is generated online. If you are system administrator, you can also auto generate form from copied json data in the admin console page.

form

Due to the fact that different employee need to be approved by different managers. Application creator needs pre-input the employee and managers list in the related form.

form

Only in this way, system will know the relationship. In the above example, some employee are listed with different approving manager. When end-user come to system, s/he will be able to pickup name from the list.


Create flow

After you open the form, click icon and start build application business logic. Configure the flow and add purchase logic to the system.

  • Send out email notification when employee submits a new form data
  • If manager approve the application, email notification will be sent out.
flow

Data flow and approve

You can acess your form, track the process and approve the result throught email or mobile device.

form       form       form


Back Start fill the form