Search results by user ID 5562

Re: Entering a table into a screen

Sherrie — Mon, 23 Apr 2012 17:43:30 GMT

Hi Valbon,

I was able to do this, BUT I also need to be able to enter a word in the "date acquired" screen if the equipment is pre-existing. I've tried every setting possible, but I'm only able to enter numbers into that field. How can I change that?

My next project is setting up a way to run a Work Order History for a customer. I'm aware of how to enter a work order, and how to print, but is there a way to print a summary of all past work orders without them showing up on separate pages?

Also, I've uploaded a Climate Control logo to show at the top of the work orders, but is there a way to prevent it from being resized so small? It's almost impossible to even read the company name.

Thanks again!

Re: Entering a table into a screen

Sherrie — Wed, 18 Apr 2012 00:14:53 GMT

Well I made some progress. I was able to get the new tab inserted. I made sure the grid was "attached", but after publishing and refreshing, the equipment tab (on the customer screen) was empty. There is just a gray line. Is it safe to assume that I will need to build in each field separately? I was able to take a screen shot of the page to show you what it looks like, but I can't upload it on here because it doesnt have a URL (it's just saved on my hard drive).

Re: Entering a table into a screen

Sherrie — Tue, 17 Apr 2012 00:05:46 GMT

Hi Valbon,

I'm already onto a new problem. Within Field Services, I would like "Equipment" to show up as a tab within the "Customer" Screen. How would I go about making that change?

Thanks again for your help.

Re: Entering a table into a screen

Sherrie — Mon, 16 Apr 2012 23:22:56 GMT

Hi Valbon,

I was able to remove the Conditional Warning from the save button. I wasn't aware that was even an option. Thank You! I believe that may be it for this project, but I still have numerous other tasks that I'm sure I will need help with.

I am working with Climate Control Corp to set up their software so that they will FINALLY be able to use it. Someone from the office was in touch with Wayne (the Account Manager) but they were still unsuccessful in resolving their issues. So, I have offered to help them. I myself have not been in touch with Wayne, since we were told that there was no more phone or email assistance available to us and we were referred to the forums.

Re: Entering a table into a screen

Sherrie — Tue, 10 Apr 2012 01:41:17 GMT

Now the drop down is showing me the name options, but when I go to save the workorder, it is telling me that "Assigned To" is a required field (eventhough I have selected a name from the drop down). Any suggestions?

Re: Entering a table into a screen

Sherrie — Tue, 10 Apr 2012 00:47:47 GMT

Valbon,

Thank you for the help. I've successfully been able to add the Technicians names into the "Assigned To" field. However, when I went back to the Field Service>Add/Edit Work order screen, I am unable to load the drop down. I keep getting an error message.

Re: Entering a table into a screen

Sherrie — Thu, 05 Apr 2012 01:09:12 GMT

Hi Valbon,

Thank you for getting back to me. Let me start by telling you my ultimate goal. I need to make a drop down menu on the add/edit workorder screen in Field Servies. I want to call it "Tech Assigned" so that when a job is assigned to a tech, we can select that persons name, and then it will appear on the workorder paperwork once it is printed. To attempt this: I went under Field Services>>> Customize>>>Tables/Fields, and created a new table. I then added "dropdown" fields to this table with the tech names. How would I go about getting this information to show up in the Add/Edit Workorder screen?

Also, I have numerous other things that I need to change once I can get my workorders set up properly, but I want to fix one problem at a time.

Thanks!

Entering a table into a screen

Sherrie — Sun, 01 Apr 2012 22:54:19 GMT

I've created a new table within the customize tab of Field Services, and I want to insert it into the AddEdit WorkOrder screen (within Field Services). For some reason, it does not appear as an option. Can someone please assist?