Conditional Formatting – Color Coding of difference of two dates (i.e. number of days) – Question from Jason S.

  • Calculate the difference of two dates which will result into number of days between two dates.
  • If result is less than zero then show blue color. Otherwise go to the next step.
  • If result is less than three then show red color. Otherwise go to the next step.
  • If result is greater than two then show green color.

The latest version of this document is available at Dates_Difference_ColorCoding_MyDataOrganizer

Paid Time Off ( PTO ) Organizer – Question from Kait M.

Paid Time Off ( PTO ) Organizer – Question from Kait M.

Workflow Actions :

Submit for Approval

Approve

Deny

Change to Init

Security :

Creator of the request has access to his/her requests.

Manager ( to whom creator reports to as per CompanyHierarchy )

has the access to requests of requestors who are reporting to him/her.

A person can have one or more managers.

Managers can either approve or deny requests.

VP-Finance and VP-HR have readonly access to all the requests.

PTO Request Status Change Info :

When request is created Status=Init_PTO

Status=Init_PTO can be changed to Status=Submitted_PTO

by submitting request for approval.

Status=Submitted_PTO can be

either approved ( Status = Approved_PTO )

or denied ( Status = Denied_PTO )

Denied request ( Status = Denied_PTO )

can be changed back to Init ( Status = Init_PTO )

which can be submitted for approval ( Status = Submitted_PTO )

PaidTimeOff Application MyDataOrganizer has the latest version of this document.

Current Week Tasks – Question from Andrew G.

Current Week Tasks – Question from Andrew G.

Andrew G. would like to organize tasks as following:

If the task is completed with PercentComplete = 100 then mark it as completed.

If the incomplete task starts in next 5 days then mark it For Current Week.

If the incomplete task ends in next 5 days then mark it For Current Week.

If the start date of task is in the past and task has not started then mark it as Why task has not started

If the end date of the incomplete task is in the past then mark it as overdue.

If the start date and end date of the incomplete task is beyond next 5 days then mark it as Not Current Week.

Note : Above report in the screenshot was run on Nov 15, 2015(11/15/2015).

The latest document is maintained at MyDataOrganizer_CurrentWeekTasks

MyDataOrganizer – Security – Restricting what certain users can see

Jaco Steyn and Felipe Acha would like to restrict what certain users can see.

Certain confidential information is not shown to All the users.

Human Resources can see salary of employees.



Other Non-Human-Resources people will not be able to see Salary of employees.

Other parts of the application can be restricted to certain group of users.

In the following example user has access to only Employee info without salary.

The user does not have access to other parts of the application.

The latest update to this document will be available at MyDataOrganizer_SecureSalary