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Quickly Build an Employee Health Reporting App with Dynamic Pages

Quickly Build an Employee Health Reporting App with Dynamic Pages

As the economy reopens, many companies are grappling with a new dilemma: how to get employees back to work and keep them safe. Two-thirds of jobs in the U.S. economy require physical presence, and employees need a fast way to report mandatory health information every day before they go to work.

Skuid makes it easy to build simple-to-use forms, abstracting complex custom objects and related data without code. So, in this second Skuid App-etizer on-demand webinar, we demonstrate a time- and code-saving approach to creating an app for employees to report on their health.

Skuid Product Manager Rob Hatch shows how you can use Skuid to extend and quickly build a reporting app using Salesforce Dynamic Pages. can help your business reopen safely

In May, Salesforce announced updates to that included “new technology solutions and resources to help business and community leaders around the world reopen safely, re-skill employees and respond efficiently on the heels of the COVID-19 pandemic.”

In this reimagined environment, the new Workplace Command Center application has a robust data model and documents proposed extensions in its developer guide.

As we explored these new offerings, we imagined a customer who needed to provide employees with a quick and effective way to report health status and also communicate guidance back to employees based on report responses.

The customer also needed to easily brand this responsive app and interface with an existing PTO process they had already developed in Salesforce to automatically submit PTO requests. This type of app development would normally require coding, but we built a solution quickly with Skuid.

Skuid can help you extend with Dynamic Pages

Similar to our first Skuid App-etizer webinar, we demonstrated how you can use Skuid App Composer to make a Dynamic Page with multi-object interaction, but this time we extended functionality.

Skuid gives you the ability to grab data from multiple Salesforce objects and chain conditions so that the data retrieved or pre-populated in those objects ensures its relationship is correct.

Why is this important? Because you can create apps that require sophisticated data model connections without revealing that complexity to the user. You can deliver users a single form to interact with, making the experience simple and delightful.

Using the Command Center data model, we needed to populate three records for this app: a consent record (the employee agrees to share their information with the employer), a wellness assessment record (the employee’s health status), and a PTO record (a request for time off if the employee is ill due to COVID).

The resulting app is highly responsive and the form quickly guides the user through the right questions, using controls that are easy to interact with (buttons are large, which is particularly helpful on mobile). The Skuid page translates users’ answers to questions and submits a PTO request for them if needed.

The app uses conditional rendering to surface questions progressively, making for a streamlined user experience. For example, the moment the user answers the consent question, the next statement displays. If the user isn’t sick, once they’ve completed the form and hit the submit button, the page displays the message, “Thanks for staying in touch. We look forward to seeing you at work today!”

And with Skuid Design System Studio, you can style the page without having to code or use CSS.

Once you’ve built the app, you can deploy it in a variety of ways:

  • As a Lightning page in your core Salesforce org.
  • In the Salesforce mobile app.
  • As part of a Community, either as a publicly accessible page or one that requires a login.

To learn more, watch the full webinar here.

Everything we shared in the webinar is available for you to download in our Sample Pages Github repository. Specifically, check out our sample page for the Command Center. Here you’ll find instructions on how to install everything you need to create a health reporting app for employees. Feel free to experiment and make it your own!

In our most recent App-etizer webinar, we discuss the impact of styling and theming on user engagement, and cover six simple areas of app design that will immediately improve your app’s consistency with your brand. Check out this on-demand webinar here.

Product Applications Manager

I'm a bilingual Lego builder, translating the language of business into applications. I also lead Skuid's internal systems development team.