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I created a screen SchedInv_WorkOrderList(2) as a template for what I am trying to achieve, but it isn’t quite functioning the way I’d like it to.  Here is what I am trying to do…

The Activities (renamed as Tasks) and Work Orders need to show together on one screen. The main purpose of this unified screen is to be able to gain an overview of all scheduled work orders and tasks while seeing the job & task descriptions, who they are assigned to, what the status is for each, and what the due dates are. This is also important for our mobile users to have a unified work order and task list that displays everything they have to do each day while in the field.

Just like the Work Order & Task Calendar (from another post I created), we need to be able to filter by employee name(s), Billing State/Prov, & Status.   Ideally, I want to be able to look at an employees work order & task list, see the status, go in and edit or update the work order or task, and also switch to an "Employee Name or Billing State" view in order to see how many are left to accomplish in each market. or for each employee.

Currently, clicking on the Customer Name in either the Work Order List or the Activity List does not do anything.

The standard view on this screen needs to default to an “ALL Work Orders & Tasks” view. 

Any guided help on this would be greatly appreciated.

Hi Bigshotpromos,

I'm not sure what you mean by renaming the activities as tasks as work orders is just a type of activity. I would recommend that you create a new type of activity called tasks that you can use for your purposes. The WorkOrderList is filtered to only show work order activity types. What you can do is add a new filter for the grid called "All Work orders & tasks" and have it only show work orders and tasks. I have attached a screenshot to give you an idea on how to do this.

You also wanted to be able to sort and have more fields in the grid. You can add billing state/prov in step 2 of the grid wizard. I also have included a screenshot to help you with this. You will be able to sort each column by clicking the header and be able to go through your work orders that way. 

When you say you are clicking on the customer name, are you saying the customer name within the grid or do you mean you cannot sort by customer name?

You can also set the primary filter in step 3 when you click on New/Edit after selecting the filter you want to set.

-- Loi