Method:Classic General Q&A

Re: Assign Multiple Users to One Work Order

John M — Sun, 18 Sep 2016 17:00:10 GMT

Good Morning Maureen

I was looking at your second post and here is how I would tackle your problem. I am going to assume your using classic

1. Insert a new field in employee table and call it WOName also called work order name. This way you dont use the person full name just their nick name.

2. Insert a drop down field from in the activity table linked to employee table at your new nick name field. Name each field in activity Worker1, Worker2, Worker3, Worker4, Worker5.

3. I am all about detail so I would take this to the job items level as well. Insert a drop down field from the employee table nick name field in ActivityJobItems. Again make up 5 fields and name them worker1, etc.

4. Insert a new field in activity called Activity Assigend Workers or somthing along that line.

5. Insert a new field in JobItemActivity called Job Items Assigend workes or somthing along those line.

5a. insert a new field in JobItemActivity and call that Active and make that a yes/no field.

6. In the screen you create WO's with, create a button and mark it not showing. This button takes all the workers1, workers2 in the screen and combines them seperated by a comma and inserts this into the Activity Assigend Workers field. Then it takes all the workers in the job items field, combines them, and puts that in the Job Item Assigned field.

7. Go into the last line in the save button and insert a call another action and point that to your new button.

8. Create a grid off activity table filter the field ActivityAssignedWorkers field. Now you can insert any name, John, ben, Maureen, and any work order that is active will show up.

9. I would create another grid and base that off the ActivityJobItem table and filter that off your new you created JobItesmAssigend. Now you can insert any name to filter but at this level you could see what job still needs to be done and at what job site. You could base that off the Active field yes/no field too to give you a status if this job is done or not.

Thats just me. This could be a very compulated way of doing this, I tend to do that! sorry!

Hope this helps.

John M

Re: Assign Multiple Users to One Work Order

Maureen — Sun, 18 Sep 2016 13:00:39 GMT

Hi John,

Thanks very much for your input, unfortunately the team feature doesn't quite fit my needs in this situation.

Maureen

Re: Assign Multiple Users to One Work Order

Maureen — Sun, 18 Sep 2016 12:57:10 GMT

H)i Ben,

Thank you for your help on this. The "Team" feature does not work for me as the same people do not work together all the time, and some may have 2 hrs on a job and other 5 hours, and with the increased employees, there are just too many combinations. I did try out the Second User assigned to, etc. But had problems with being able to make a filter to show grid view for any one assignee that included work orders assigned to Them regardless of whether they were in the original assigned to box, second or third,etc. assigned to box. (unless there is a feature I am unaware of where I could say filter if this OR this OR this), For instance I would like to set a filter view that shows work orders assigned to "Dave" regardless of whether his is the Assigned to, Second Assigned to, Third Assigned to etc.

What I have come up with is that I put a checkbox on the work order for each employee. I have it set that when I assign the work order (in the original "Assinged to" field), that person's check box is automatically checked. Then I can checkmark anyone else that will also be on the job. Then I am able to set a filter view that if a check box is "yes", the work order shows in that person's filtered view. Works great other than aesthetically in the grid, which I am hoping there might be an answer to.

If I have the "allow edit in rows" feature on, the box under each employee's name either has a blue checked box or is blank (I like this). However A) The grid is much to crowded with all the drop down arrow boxes that show up in each cell for editing purposes. B) I don't want all the spots to be editable. C) Even if I make some cells in the grid "read only" the box with the drop down arrows remains in the cell, cluttering the grid. If I turn the "allow edit in rows" feature off, the box under each and every employee no longer has a blue checkbox or blank, it is now either a "Yes" or a "No", which makes that area of the grid Very busy looking and takes considerable more time to determine who is or is not assigned to a work order than when seeing either a blank checkbox or a Blue checked box.

Is there any way (I have exhausted my searching on my own), to either Remove the drop down arrow boxes from the grid when a cell is labled "read only" even with the "allow editing in rows" feature on? Or When the "allow editing in rows" is off, is there a way to have the cell only show a "Yes" as applicable and have it be blank if it is a "No"?

Thanks for your help on this. I am hoping that with your help we can come up with a very viable solution to the fact of not being able to assign multiple people to a work order not only for myself, but for any other users this might be an issue for.

Re: Assign Multiple Users to One Work Order

John M — Wed, 14 Sep 2016 14:26:40 GMT

Greetings,

I have not thought this though in detail but what if you went to Customize>Users=Team1 not being able to sign in, When asked for a email put their emails in seperated by a comma.

Instead of Team1 put their first names instead? This way you still have their sign in name but also they would be able to see what is going on their team.

Just A idea

John M

Re: Assign Multiple Users to One Work Order

Method_Ben — Tue, 13 Sep 2016 18:10:00 GMT

Hi Maureen,

The 'AssignedTo' field can unfortunately only contain a single Value per transaction - it has a 1:1 relation to a corresponding record in the Users Table.

That being said, perhaps utilizing Teams can solve your problem?

To Create a Team -

From the Dashboard, go to Settings > Team members.
Choose a team name for your team and type it into the field (e.g. Team 1).
Under Team Leader, choose a user name from the drop down list. This will be the default sign in for all team members attached to this team when they're in the field.
Under Employee/Vendor 1 and 2, choose two other users from your Method team.
Click Save & Close to save this record.
Repeat as needed for additional teams.

Alternatively (and this may already be what you have customized), You are able to Add additional 'AssignedTo' Fields directly to the Table. For example, I have added an extra 2 Dropdowns to my Activities table called AssignedTo2 and AssignedTo3. Both of these tables are Dropdowns which link to the Users.UserName field. You would still need to set up any grid filters/screen actions to account for these extra fields, but atleast aesthetically it will show as having multiple AssignTo users.

Be careful when using this second option however, our current stock Calendar and Reminder services are only set up for One assignedTo user, that meaning that Only the User in the default AssignedTo field will actually be getting any notifications/Calendar appointments.

Hopefully this helps!

Thanks Maureen.

-Ben

Assign Multiple Users to One Work Order

Maureen — Tue, 13 Sep 2016 17:12:03 GMT

Is there anything in the works for a way to assign multiple users to one work order? Our company has grown and my work around for not being able to assign multiple users to one work order has become very labor intesive with much too much room for error. I love Method, but this is becoming a bigger issue for me.

Thanks

Maureen