Building a Time Off Requester

Liferay 7.4+

With Liferay Objects, you can build entire applications without writing code or deploying modules. Here, you’ll create a Time Off Request application using Liferay Objects and Picklists.

First, you’ll add a Picklist for defining department values. Then, you’ll create two Objects, one for Time Off Requests and another for Employees. During this process, you’ll relate these Objects to one another and add a webhook to the Time Off Request Object. Finally, you’ll design custom layouts to display the relationship fields.

note

Because of limitations with extending system Objects, you must create an Employee Object to relate requests with user profiles.

Build a Time Off Request application.

Start a new Liferay DXP instance by running

docker run -it -m 8g -p 8080:8080

Sign in to Liferay at http://localhost:8080 using the email address test@liferay.com and the password test. When prompted, change the password to learn.

Adding a Department Picklist

Your Picklist represents company departments:

  1. Open the Global Menu (Global Menu), go to the Control Panel tab, and click Picklists.

  2. Click the Add button (Add Button), enter Department for name, and click Save.

  3. Select the new Picklist and use the Add button (Add Button) to add items to it (e.g., Marketing, Human Resources, Sales).

    Add items to the Department Picklist.

You can now use the Picklist as a field in the Time Off Request Object.

Adding a Time Off Request Object

  1. Open the Global Menu (Global Menu), go to the Control Panel tab, and click Objects.

  2. Click the Add button ( Add Button ) and enter these values.

    FieldValue
    LabelTime Off Request
    Plural LabelTime Off Requests
    Object NameTimeOffRequest
  3. Select the Object, click the Fields tab, and add these four fields.

    LabelField NameTypePicklistRequired
    Start DatestartDateDaten/a
    End DateendDateDaten/a
    DepartmentdepartmentPicklistDepartment
    CommentscommentsTextn/a

    Add the Start Date, End Date, Department, and Comments fields to the Object.

  4. Click the Actions tab and add this action.

    FieldValue
    Action NameCreation Sync
    WhenOn After Add
    ThenWebhook
    URLEnter a test webhook URL from either your app or a site like, https://webhook.site.

    This action sends data to an external system whenever Time Off Request entries are added. See Defining Actions for more information.

    Create a webhook action that's triggered after requests are added.

  5. Click the Details tab and set the following Entry Display and Scope settings.

    FieldValue
    Title FieldStart Date
    ScopeCompany
    Panel LinkApplications > Communication
  6. Click Publish. This activates the Object.

Next, you’ll create an Employee Object and relate it to the Time Off Request Object, so you can associate request entries with individual users.

Adding an Employee Object

  1. Open the Global Menu (Global Menu), go to the Control Panel tab, and click Objects.

  2. Click the Add button ( Add Button ) and enter these values.

    FieldValue
    LabelEmployee
    Plural LabelEmployees
    Object NameEmployee
  3. Select the Object, click the Fields tab, and add these fields.

    LabelField NameTypeRequired
    NamenameText
    EmailemailText

    Add the Name and Email fields to the Object.

  4. Click the Relationships tab and add this relationship.

    FieldValue
    LabelRequester
    Relationship Namerequester
    TypeOne to Many
    ObjectTimeOffRequest
    note

    When you create this relationship, you add a foreign key field automatically to the Time Off Request Object.

    Add a One to Many Relationship with the Time Off Request Object.

  5. Click the Details tab and set the following Entry Display and Scope settings.

    FieldValue
    Title FieldName
    ScopeCompany
    Panel LinkControl Panel > Users
  6. Click Publish.

Once published, you can create entries via the Liferay UI or Headless APIs. However, to relate these entries to request entries, you must first create a custom layout.

Designing Custom Object Layouts

Object layouts determine how fields are organized when creating and editing Object entries. Since relationships are not displayed in default Object layouts, you must design custom layouts for both Objects to display their relationship fields.

For Time Off Requests

  1. Navigate to the Objects application and select the Time Off Request Object.

  2. Click the Layouts tab, click the Add button ( Add Button ), enter Request for name, and click Save.

  3. Select the new Layout and check the Mark as Default box.

    Add a new Layout and mark it as the Object's default layout.

  4. Click the Layout tab and add a tab with two blocks.

    ElementLabelType
    TabRequest InfoFields
    BlockDatesn/a
    BlockDetailsn/a
  5. Add fields to the blocks.

    BlockFields
    DatesStart Date, End Date
    DetailsDepartment, Employee, Comments

    Add the Start Date, End Date, Department, Employee, and Comments fields to the layout blocks.

  6. Click Save.

Once saved, the new layout is used in the Liferay UI for creating and editing Time Off Request entries. If employee entries exist, you can relate them to individual requests.

The layout is used for creating and editing Time Off Request entries.

For Employees

  1. Navigate to the Objects application and select the Employee Object.

  2. Click the Layouts tab, click the Add button ( Add Button ), enter Employee Info for name, and click Save.

  3. Select the new Layout and check the Mark as Default box.

  4. Click the Layout tab and add a Fields tab with one block.

    ElementLabelType
    TabBasic DetailsFields
    BlockEmployee Infon/a
  5. Add the Name and Email fields to the block.

  6. Add a Relationship tab for the Employee Object’s Requester relationship.

    ElementLabelTypeRelationship
    TabTime Off RequestsRelationshipsRequester

    Add a Relationships tab for the Object's Requester relationship.

  7. Click Save.

Once saved, the new layout is used in the Liferay UI for creating and editing employee entries. If request entries exist, you can relate them to employee entries in the Time Off Requests tab. Here, you can also view all requests related to the select employee entry.

The layout is used to create and edit employee entries.

Adding Object Entries

Now that your app is complete, you can use the Liferay UI and Headless APIs to add data to the Time Off Request and Employee Objects.

Adding Employees

Follow these steps to add employee entries using Headless APIs:

  1. Open Liferay’s API Explorer (i.e., localhost:8080/o/api), click the REST Applications drop-down menu, and click c/employees.

  2. Enter this script into the request body for the batch POST API.

    [
      {
        "email": "foo@liferay.com",
        "name": "Able"
      },
      {
        "email": "bar@liferay.com",
        "name": "Baker"
      },
      {
        "email": "goo@liferay.com",
        "name": "Charlie"
      }
    ]
    
  3. Click Execute.

This adds three entries to the Employee Object.

Adding Time Off Requests

Follow these steps to add request entries via the Liferay UI:

  1. Open the Global Menu (Global Menu), click the Applications tab, and select Time Off Requests.

  2. Click the Add button (Add Button) and fill out the form

  3. Click Save.

After saving an entry, you see the entry’s edit screen. To add more entries, return to the Time Off Requests main page. When time requests are added, the Object’s webhook is triggered and posts the entry’s data to the set URL.

Once requests are added and related to employee entries, you can view them in the Employees application. Open the Global Menu (Global Menu), go to the Control Panel tab, and click Employees. Select the related entry and click the Time Off Requests tab.

View an employee's related requests in the Time Off Requests tab.

Capabilities

Product

Contact Us

Connect

Powered by Liferay
© 2024 Liferay Inc. All Rights Reserved • Privacy Policy