When you have multiple offices and staff moving between them constantly it would be nice to be able to see where everyone is on any given day. We achieved this with a combination of Dataviews, Reports, Workflows, the Dot Chart Visualizer Plugin and a job. 

Prerequisite: The Dot Chart Visualizer Plugin is free and required for this Recipe 

Step 1: Create a new Defined Type for each possible work location for your staff. 

Create these by navigating to: Admin Tools>General Setting>Defined Type then selecting the icon. 

Name this defined type something obvious like: Work Status

Add values for each option you want staff to have. Ours are: 

  • Unavailable
  • Working from home
  • Traveling between offices
  • Working offsite
  • [Each office location]

Step 2: Add a person attribute to store each staff member's Work Status 

Navigate to: Admin Tools>General Setting>Person Attribute then selecting the icon. 

Screenshot_2023-07-19_at_1.06.30_PM.png 

Step 3: Create the needed Workflows

Note: each workflow is attached to save you some time. 

Workflow 1: Set My Work Status -Internal Homepage

Attributes: 

  • Staff / Key = Staff / Field Type = Person
  • Work Status / Key = Work Status / Field Type = Defined Value-Work Status

Activity: Start

Actions: 

Set Staff

  • Action Type = Attribute Set To Current person 
  • Person Attribute = Staff

Set Attribute from Staff 

  • Action Type = Run Lava 
  • Lava = {% raw %}{{ Workflow | Attribute:'Staff','Object' | Attribute:'CurrentWorkLocationStatus','Guid' }}{% endraw %}
  • Attribute = Work Status
  • Enabled Lava Commands = Rock Entity

User Entry Form

  • Action Type = Form
  • Notification Email = None
  • Form Header {% raw %} <small>View everyone's status at <a href="/StaffStatus">Intranet>Office Information>Staff Work Status Overview</a></small>{%endraw %}
  • From Field = Work Status Visible, Editable, Required 
  • Command Label = Update, Primary

Redirect to Homepage

  • Action Type = Redirect to homepage
  • URL = / 
  • Processing Options: Always

Persist Workflow

  • Action Type: Workflow Persist 

Update Person's Attribute

  • Action Type: Person Attribute Set
  • Person: Staff
  • Person Attribute: Current Work Location Status 
  • Attribute Value: Work Status

Close Workflow

  • Action Type: Workflow Complete
  • Status: Complete

SAVE!!!! 

Workflow 2: Set My Work Status -Status Board Page 

Note: For this workflow you can copy the previous and just change the redirect location to your work status board page (That we will create later) 

Workflow 3: Automated Work Status Reset 

Attributes: 

Staff / Key = Staff / Field Type = Person

Work Status / Key = Work Status / Field Type = Defined Value-Work Status / Default Value = Unavailable 

Activity: Start

Actions: 

Set Staff

  • Action Type = Attribute Set from Entity  
  • Attribute: Staff

Persist Workflow

  • Action Type: Workflow Persist 

Update Person Attribute

  • Action Type: Person Attribute Set
  • Person: Staff
  • Person Attribute: Current Work Location Status
  • Attribute Value: Work Status

Close Workflow

  • Action Type: Workflow Complete
  • Status: Complete

SAVE!!!!