TRAVEL APPROVAL APP

Author: Ha Quang Minh

Date: 11/13/2021
AGENDA

01 Business of Travel Approval App

02 How did I implement the app?

03 What are the challenges during implementations?

04 Tips that I learned during implementation

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 BUSINESS OF TRAVEL APPROVAL APP

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 1 •EASY OF USE

2 •SECURITY

3 •AUTOMATION
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 HOW DID I IMPLEMENT THE APP?

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CUSTOMIZE THE USER INTERFACE

Create a User and Setup Approvals.

Create and Customize a List View. 

Customize the Travel Approval Object Page Layout.

Customize the Expense Item Related List.

Enable Chatter on the Travel Approval Object.

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ADD BUSINESS LOGIC

Create Validation Rules.

Create a Roll-Up Summary Field.

Create Formula Fields.

Create a Workflow.

Create an Approval Process.

Test Approval Process.

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ADD REPORTS AND DASHBOARDS

Load Data.

Create a Travel Requests by Department Report.

Create a Travel Requests by Month Report.

Create a Travel Approvals Dashboard.

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 CHALLENGES DURING IMPLEMENTATION

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CHALLENGES

Didn't get familiar with some source commands in git.

Not easy to remember all of the steps to make out the products if wasn't applying frequently
for a long time.

Sometimes completing the task but still cannot be recognized from the web

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 TIPS DURING IMPLEMENTATION 

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TIPS

When completing the task but still cannot be recognized from the web, click         then
choose manage orgs, disconnect your org and reconnect it again. Finally, the error will be
fixed.

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Thank you for listening!
Author: Ha Quang MInh

Date: 11/13/2021

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