Search results by user ID 5514

Re: Questions for a newbie

khorner — Tue, 21 Feb 2012 18:39:02 GMT

[quote user="Method_Ronen"]

Hi khorner,

The reason that you are not able to see the contact information on the work order is because the contact information is not added directly to the new work order.

The best way to make sure that the information gets passed on to the report is by creating a linked field in the activity table and to make sure that the Contacts dropdown is added to the copy of the new work order screen.

Once you have this field linked in the table, you can add the "Contacs" field in the Field List listing in the report designer to the report and this should add the Contact information from the new work order screen.

I hope that this helps.

Ronen

[/quote]

Okay, I will try that, but can you tell me what these fields are used for as one would expect them to contain the contact information?

activity.contactsname

activity.contactsphone

activity.contacts

activity.contact

activity.contactphoneNumber

Not having documentation on your fields and/or report designer does not really create an open and customizable environment. I would like to use this software, but not if I have to have a report designed by Method everytime b/c you have not provided your users with the appropriate tools to allow them to work within the software.

Re: Questions for a newbie

khorner — Mon, 20 Feb 2012 22:18:15 GMT

I looked at the detail header in fieldservice_workorder and it does not contain anything for the contact information, only company name. I added the fields for the contact information to a test report and nothing shows. i have data in those fields in my customer list. Any ideas?

Re: Questions for a newbie

khorner — Wed, 15 Feb 2012 20:04:40 GMT

Hey Ronen,

Thanks for your detailed answers. For me it was much easier to start from scratch as the report I wanted to create was very different (as far as the look and feel) than the WorkOrder report.

I was incorrect when I gave you the field names that I had in the report. I had the ones you listed and still no contact information shows up and I changed the items line to the one you specified and it still only shows the first part of the line on a work order. The field is set to auto fill, but like I said only the first line of five lines in that item shows up and no the other two items on the work order do not. If you could look at my report as maybe I am overlooking something.

The date suggestion worked great!

I am guessing, since you didnt address it, that you do not offer a guide for the report designer? I am very fluent in Crystal Reports and really just need a table/field listing.

Thanks again, KC

Questions for a newbie

khorner — Mon, 13 Feb 2012 14:07:50 GMT

Hello, just signed up over the weekend and started playing around with the sytstem to fit my needs. I have run into some questions/issues with the report designer and was wondering if I could get some help.

1) Is there a support documentation or training manual for the designer showing the fields and how they relate to the database? I search the forum and only found a post from back in 2009 saying one was coming out soon.

2) I created a new report "maitenance ticket" and am having some trouble with some of the fields. I have in the report Activity.Name, Activity.phonenumber, and Activity.mobilephone that show no information, even though there is information in the contact record? Is there another field I should be using?

3) As a test I put multiple items on a work order, how do i get those to show on the report? I added the field Activity.jobitems.item once and that did not do it. So I added it a couple of times and that didn't do it either. Like I said earlier a report showing what fields line up with what parts of the program would be great and a little description too.

4) Is there a way to schedule without the time? We do a lot of sequence based scheduling and having to schedule work orders with the time is kind of a pain. Or if I have to schedule with the time, is there a way that it will not print on the work orders as this could lead to customer service issues?

5) Can a line break be added in an item description? Or can an item have sub assemblies that can print with the item on a work order?

Thats it for now? Tried to find as much information online as I could and I apologize if these questions have been answered already before as I could not find the answers in my searches.