The Field Correlation function allows you to correlate multiple master data sources, making it easier to input accurate data into a form.
The use case for this function is leave application. There is two master data as below:
1. Leave Type Master Data
2. Leave Balance Master Data
In the leave application form, when the applicant selects a leave type (sourced from the leave type master data), the system should automatically populate the applicant's leave balance, which is stored in the leave balance master data, by utilizing the Field Correlation function.
Below are the steps to configure Field Correlation:
1. Create an action flow
Create a new action flow in the leave manegement application
Choose User-defined Event Triggering
Click input Parameter Settings
Add two parameter 1. applicant and 2. leavetype
Note: The values for these parameters will be taken from the Leave Application form field inputs.
Add a Data Source Query operation to retrieve data from the Leave Balance Master Data.
For Data Source, select the Leave Balance Master Data in Leave Management Application
For Conditions, add two filter
1. Staff Name equal to the first parameter (applicant)
2. Leave Type equal to second parameter (leavetype)
Note: This filter ensures that the system only retrieves data from the Leave Balance Master Data that matches these two conditions.
For Query Field, select Leave Balance and Used
For Operator, select any of the personnel.Note: Operator refer to who execute this query action. In actual case, HR will be the operator.
Click Output Parameter Settings
Add two parameter 1. leavebalance and 2. used. Then, select dynamic assignment and assign the corresponding query field to each parameter.
Note: The data retrieved from the Leave Balance Master Data is assigned to the leavebalance and used parameters, which will then be input into the corresponding fields in the Leave Application form.
Save and enable the action flow
Give a name for the action flow and save
2. Configure field correlation in leave application form
Click field correlation button
Add a new correlation
For Trigger Action, select Leave Type and click on the +Add button.Note: The Trigger Action refers to the condition that determines when to execute the field correlation. In this case, the field correlation is triggered when the Leave Type value is changed.
For the Query Method, select ESB as the action flow is used to trigger the field correlation. Then, choose the action flow that was created earlier.
For Input Parameter, select form fields and choose the Applicant and Leave Type.Note: This means that the values of Applicant and Leave Type in the Leave Application form will be assigned to the parameters to execute the action flow, which will search the Leave Balance Master Data for records that match these two conditions.
For Input Parameter, select form fields and choose the Leave Balance and Used.
Note: This means that the values of the parameters (leavebalance and used), retrieved from the Leave Balance Master Data, will be assigned to the Leave Balance and Used fields in the Leave Application form.
Save the settings and form
3. Preview and test
Preview the Leave Application form
Select a Leave Type, the Leave Balance and Used will be automatically populated
