Streamline office supplies request with Choice-based Field Rules
Zylker, a tech company, aims to streamline its office operations by simplifying the office supply request process. A typical office supplies request form presents a single, lengthy list of supplies to all employees regardless of their need, which may result in
- Difficulty to search through a long list containing items irrelevant to their needs.
- Increased form completion time, as searching a large list consumes valuable time.
- Incorrect selection due to an overwhelming choice list.
To address this problem, they have implemented Choice-based Field Rules. It dynamically filters the available supplies based on the requesting employee's department, thus reducing the clutter and the time spent on searching through the supplies list.
How this works
- The employee selects their Department from the dropdown.
- Based on the department, the Supplies List will display only the supplies relevant to that specific department. For example, employees from the marketing department will only see supplies related to marketing, avoiding the need to scroll through supplies related to finance and HR departments.
- Common office supplies that are requested across multiple departments are mapped with each department to ensure easy access regardless of their primary departmental needs.
Let's watch how Zylker achieved this.
- Navigate to the Rules tab.
- Under Choice-based Field Rules, click Configure Now.
- Choose the Primary Field as Department and the Dependant Field as Supplies List.
- Map the dependant field choices to the corresponding primary field choice.
- For the marketing department, map supplies related to it. For example, poster boards, product flyers, marketing brochures, promotional items, markers, and sticky notes from the Supplies List.
- For the finance department, map supplies related to it. For example, calculators, check protectors, receipt organizers, ten-key calculators, check stamps, coin counters, sticky notes, markers.
- For the human resource department, map supplies related to it. For example, employee handbooks, training manuals, confidential document folders, name tag holders, sticky notes, markers.
Why this works?
With this, Zylker's office supplies request form has offered a significant improvement over the static, one-size-fits-all approach. By dynamically filtering options based on the employees department, this solution enhances the form-filling experience, increases efficiency, and improves the accuracy of supply requests.
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