Method:Classic General Q&A

Re: Work Order Instructions in Custom Report

Method_Audisho — Wed, 01 Apr 2015 16:53:02 GMT

Hi Mattohm,

The Job Name field from the work order screen is actually the Activity:Comments field. Try adding this to your template and let me know if this is what you are looking for.

-Audisho

Re: Work Order Instructions in Custom Report

Mattohm — Wed, 01 Apr 2015 16:37:09 GMT

Hi Method_Audisho,

I made a mistake i was actually looking for the "Job Name" field, we have it renammed in our add/edit work order screen. Im looking in report designer for the field but cant seem to find it. Any thoughts on where it may be located?

Re: Work Order Instructions in Custom Report

Method_Audisho — Wed, 01 Apr 2015 16:20:22 GMT

Hi Mattohm,

I tried this and it’s working perfectly for me. I even changed the modified report to the default in Method and tested generating the PDF. This worked perfectly as well.

After adding the Activity:WorkOrderInstructions field, you do need to save the template before it will be displayed in the preview section of Report Designer. You also need to make sure that you are using the custom template in Method. You can do this from a work order by selecting Activities… > Customize Templates and verifying that you have selected your custom template for Default Work Order Template (Print).

If you’re using a custom work order screen, you will also need to verify that you are using the correct field. It’s possible that the Activity:WorkOrderInstructions field was replaced. Also make sure that you are looking at a work order that has data in this field.

Once you have verified this, please post back here and let me know if you are still having this issue.

-Audisho

Work Order Instructions in Custom Report

Mattohm — Wed, 01 Apr 2015 15:48:36 GMT

Im creating a custom print template in Method Report Designer. I believe we use the Work Order Instructions field to lay out what our scope of work is for any given job. I cannot seem to get this field to print with our new template. Currently i am adding the "Activity:WorkOrderInstructions" field to the report but again nothing is populating here. If anyone could guide me on how to make this work properly it would be greatly appreciated.