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imjamesw

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Advise and help with a vacation tracking form

Hello All

I have a requirement where I have to track people's vacation & holiday time.

There are two forms

The first is an approval form, the second tracks the current vacation days and those remaing that are carried over from the previous year

The second form is were I where I need some help
For the math involved I have made all fields Number fields.

CurYear is a field for the current year.This can be computed

CarriedOver is for the remaining vacation days which are recorded in a days remaing field.This will be computed.

Allowance is the yearly allowance of vacation days.This is computed from a hidden field based on country.

Total is computed sum of the above fields

DaysTaken is the number of days used within a year.This should come from the First form when the vacation time is approved and then be subtracted from the Total field

Remaining is the total number of vacation days left within the current year.This be caaried over at years end


The question I need to ask is what is the best way to bring over the remaining days into a new year and how to handle this from year to year.

The next would be how to bring the info from one form to the next. The vacation is approved on the first form then the days must be subtracted from the total on the second form, and if the vacation is cancelled after being approved the days have to be added back

Any thoughts would be apprecited

Regards

James E Wood

james.wood@sita.aero
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HemanthaKumar

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imjamesw

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The second form does contain a few fields where there needs to manual input
I guessed it right then. You apply my steps in the above comment and let me know if you need more assistance.
The more I think about it the more I lean towards creating an agent that will run a midnight December 31 and reset the documents based on the criteria and the archive the previous years information.
This will reset the carried over and the allowance giving a new total.



But the formula that I mentioned above to carriedover field will do it dynamically when a new doc is composed for the current yr.