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Question

Update a DB yearly

Updated February 25, 2018

asked on February 25, 2018

Hello,

I am having a DB for a travel request process that contains the default number of leaves that an employee has per year and based on the request and approval the number of pending leaves will be updated. But what i want is to restore the number of leaves to the default value after one year and this should be done every year. How is this possible.

Thanks in advance

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Replies

replied on February 25, 2018

Hi Shibin,

If I understand your requirement correctly, the process should be relatively straightforward. Assuming that you have the annual available leave days in a metadata field on an employee folder template, here's one approach you could try:

Create a Workflow that searches for all the employee folders (or whichever document/folder contains the leave entitlement field per employee)
Under a For Each Entry activity, have an Assign Field Values activity to set the leave balance to the default value - or if you include a carry-over balance of unused leave, add it to the carry-over balance using a Token Calculator activity.
Schedule the Workflow to run before the start of work on the annual rollover date.

Cheers,

Mike

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Asked February 25, 2018
Updated February 25, 2018
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