Exercise 2.1: Create Travel Request Table

Duration: 10 minutes

1. Under Data, click Add

2. On the Add Data page, click Create a blank table

3. Click Continue

4. On the next page, select Create from an extensible table

5. Click Continue

6. On the next page, click Table, and select Task under Recommended Tables

info

The task table is one of the core tables provided on the platform. Any table that extends task can take advantage of task-specific functionality such as SLAs and Approvals. This speeds up the overall process and ease of building logic and functionality.

7. Click Continue

8. For Table label, enter Travel request. Table name should be auto-populated.

9. Check Auto number

10. For Prefix, enter TRV

11. Click Continue

12. Allow all access for admin and Create and Read access for user

13. Click Continue

14. Click Edit table

15. If presented with the Welcome to Table builder pop-up, read through the steps, then close it

16. You should now be on the Table Builder interface, in the Spreadsheet view

note

Instead of adding fields individually via table builder, we will add fields directly onto the form view instead. But note that there are several ways to add fields to a table.

17. Click on the Forms pill

18. The current form layout is inherited from the task table, we will only keep the fields relevant to us

19. Remove the following fields from the form:

    - Priority
    - Assigned to
    

20. The form should look like this

21. On the left panel, click Add a field in the table

22. On the pop-up modal, enter Departure date under Column label, the Column name should be auto-populated

23. Change Type to Date

24. Click Add

25. Click Add another one

26. Enter Return date under Column label, the Column name should be auto-populated

27. Change Type to Date

28. Click Add

29. Click Add another one

30. Repeat the steps above for the following 2 fields:

    Column label	Type
    Estimated Airfare	Decimal
    Reason for travel	Choice

31. The panel on the left should show 4 new fields with a purple highlight

32. Drag and drop those 4 fields onto the form

tip

You will need to ensure that you see a grey outline box with a plus icon before releasing the field

33. Search and add two more standard fields onto the form beneath the Number and State fields: Opened by, Approval (These come standard with the Task table)

34. Click Save on the top right of the form

35. Within your form, locate and click Reason for travel

36. The right-side panel will update for the configuration of this field. Expand Choices, then click Edit (1)

37. On the Edit choices for Reason for travel screen, click + Add a choice

38. Under Label, enter Customer meeting, the Value field should auto-populate

39. Add another two Labels: Internal meeting and Training

40. On the bottom right, click Apply

41. Click Save

    At this point, we could also capture the Origin and Destination via a String field so that the users can enter free text, but for more consistency, let's create an Airports table so that users can select these locations (like how you would select on any airline reservation website)

note

Great, you now have a table to store the Travel Requests!