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Work Order Calculations based on Total Amount

Last post 10-05-2015 1:24 PM by Method_Morty. 5 replies.
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  • 09-24-2015 4:06 PM

    • InstaDRY
    • Top 75 Contributor
    • Joined on 07-24-2014
    • Orlando, Fl.
    • Posts 60

    Work Order Calculations based on Total Amount

    I'm trying to do some calculations off of the total amount of a work order within the work order.  I added the total amount field, but that screws up my work order list calculations.  I don't want to lose that, since it's a great visual aid when looking at the day's workload.  However, need to find a way to add a field showing the work order total within the workorder to work out some calculations.  What is the best way to add the field without disturbing the other work order screens?

    M. Don Snyder
    InstaDRY, LLC
  • 09-25-2015 9:06 AM In reply to

    Re: Work Order Calculations based on Total Amount

    Hey Don,

    Instead of adding a Field from the corresponding Table to your screen, add an Object field. 

    Let me know if that helps, if not we can think of an alternative together.

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 10-04-2015 6:13 PM In reply to

    • InstaDRY
    • Top 75 Contributor
    • Joined on 07-24-2014
    • Orlando, Fl.
    • Posts 60

    Re: Work Order Calculations based on Total Amount

    I tried several functions with that, including lose focus/gain focus.  It doesn't seem to help.

    M. Don Snyder
    InstaDRY, LLC
  • 10-05-2015 11:20 AM In reply to

    Re: Work Order Calculations based on Total Amount

    Hey Don,

    If I understand correctly you want to do calculations based off the 'Total Amount' and display that calculation in a separate field on screen? 

    You can start by adding a TextInput object to the screen and instead of using the TextInput events add the actions to OnScreenLoad events.

    It would look like:

    OnScreenLoad ~> Retrieve value for Total Amount ~> Use that to complete calculations ~> Update the TextInput object with the final calculations.

    Give that a shot and let me know if you need me to elaborate on any of the steps. 

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 10-05-2015 12:06 PM In reply to

    • InstaDRY
    • Top 75 Contributor
    • Joined on 07-24-2014
    • Orlando, Fl.
    • Posts 60

    Re: Work Order Calculations based on Total Amount

    That didn't work, but I just tried the following and it did:

    From the SAVE function I added "Get Sum" from the grid and then did an action result to enter value into screen.  It populates everything once I hit save and works just fine.

    M. Don Snyder
    InstaDRY, LLC
  • 10-05-2015 1:24 PM In reply to

    Re: Work Order Calculations based on Total Amount

    Hey Don,

    Thanks for the follow-up! Ah that does make sense now, those fields do not populate up until after the SAVE function.

    Happy you got it to work.

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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