AndrewFry
6 years agoQrew Assistant Captain
Listing Required fields not completed
I am in need of some brain power to figure out how to go about listing all required fields not completed.
For a Work Order to be deemed "Active", several different fields must be completed. These fields range from fields within the actual Work Order form, to fields from other tables related to the Work Order.
I understand that I can make these fields Required for data input by customizing the forms, but I don't think that will allow me to accomplish what I need.
If I block the work order from being submitted (record being generated), then I have won't be able to work with them in the system.
I can require a bare minimum of fields just to get the work order generated (record created), but I need some way of identifying which fields I am still lacking in order to deem the Work Order as active.
I need to create a report that lists which fields I am requiring to be filled in are currently not completed. As a field is completed, that list shrinks, only showing the ones that are not completed.
Example:
For data input, I will require a bare minimum of:
• Client Name
• Client Phone
• Client Email
This will allow the work order to be generated, but unless all the required fields are completed, it won't be in an Active status.
The other fields that are required to be completed (not for data input, but to be considered in an Active status) are:
• Location
• Area
• Date Scheduled
• Tech Scheduled
• etc ....
Not all of those fields are in the actual work order. Some are from various tables all related directly or indirectly to the Work Order.
Hopefully that makes sense.
Thank you to all of you for pointing me in the right direction.
------------------------------
Andrew
------------------------------
For a Work Order to be deemed "Active", several different fields must be completed. These fields range from fields within the actual Work Order form, to fields from other tables related to the Work Order.
I understand that I can make these fields Required for data input by customizing the forms, but I don't think that will allow me to accomplish what I need.
If I block the work order from being submitted (record being generated), then I have won't be able to work with them in the system.
I can require a bare minimum of fields just to get the work order generated (record created), but I need some way of identifying which fields I am still lacking in order to deem the Work Order as active.
I need to create a report that lists which fields I am requiring to be filled in are currently not completed. As a field is completed, that list shrinks, only showing the ones that are not completed.
Example:
For data input, I will require a bare minimum of:
• Client Name
• Client Phone
• Client Email
This will allow the work order to be generated, but unless all the required fields are completed, it won't be in an Active status.
The other fields that are required to be completed (not for data input, but to be considered in an Active status) are:
• Location
• Area
• Date Scheduled
• Tech Scheduled
• etc ....
Not all of those fields are in the actual work order. Some are from various tables all related directly or indirectly to the Work Order.
Hopefully that makes sense.
Thank you to all of you for pointing me in the right direction.
------------------------------
Andrew
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