Search results by user ID 5991

Re: Field Service - Hiding cost information on work order screen

alexphillips — Thu, 06 Jun 2013 04:45:40 GMT

Thank you, if you can take a find anything, that would be great.

(I did figure out how to hide columns from some users - I made two copies of the screen, one with extra columns and one without. Then everywhere that screen is linked to I replace with a conditional statement "if user group = 'crm'; show edit_workorder_v1; end if; if user group != 'crm'; show edit_workorder_v2; end if". It's a little bit more of a hassle to maintain future changes but works well.)

Re: Field Service - Hiding cost information on work order screen

alexphillips — Tue, 04 Jun 2013 02:19:35 GMT

Okay, thanks for taking a look Adam.

What about hiding those columns from all users? Would that be possible to do without screwing up the billing?

Regards,

Alex

Field Service - Hiding cost information on work order screen

alexphillips — Mon, 03 Jun 2013 14:53:50 GMT

Hi,

I am trying to figure out a way to hide the cost of job items from some users while still allowing them to modify the qty and add new job items to the list. I have created a custom copy of the "Add/Edit Work Order screen" for these users.

On the job items grid, I tried removing the columns for "rate" and "amount". However, whenever a user adds a new job item to the list, the values for rate and amount are set to zero instead of the default amount asscociated with that job item so this causes major problems with quickbooks billing. I can make it so those columns are hidden by default instead, and that works okay... but that still allows users to see the job costs if they click the gear icon and unhide those columns.

Any ideas for how to process?

Thanks,

Alex

Our ultimate goal, to keep it nice and simple:

Re: Grid field problem

alexphillips — Mon, 03 Jun 2013 14:15:50 GMT

I had the same problem for a while- I *think* that I fixed it by checking the "Can Grow" box when editing the Activities grid.