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Auto Populate Job/Phase After Entering Field Ticket Number in Grid Timecard

In the grid timecard, the field personnel have to know the job, phase, and field ticket to do their timecard. When a field ticket is created, a user has to associate the field ticket with a job and phase. Why have the field personnel enter that information again in the timecard? They should just have to enter the field ticket number and let the system populate the job/phase in timecard entry batch.

  • John Vehmeier
  • Aug 2 2022
Company New River Electrical
Job Title / Role VP, Technology & Communications
I need it... 3 months
  • Attach files
  • Andrew Cox commented
    August 03, 2022 15:54

    Hi John,

    Our Tech Services team could create a custom lookup for your timecards to accomplish this. If you log in to the Customer Portal and submit a support ticket for this we can work with you to scope out your exact needs.

  • John Vehmeier commented
    August 02, 2022 14:33

    If they didn't have to enter job/phase, they would enter the field ticket first 100% of the time.

  • Admin
    Mark Cadman commented
    August 02, 2022 14:29

    Hi John,

    This might be possible with some custom logic in some udlookups and then changing the dependency of the fields in Grid Timecard Settings. How often would your users enter in the timecard line y entering the Field Ticket first?

    Thank you

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