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Workorer report that includes custom fields... Expand / Collapse
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Posted 1/6/2009 9:18:35 PM
Junior Member

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I have tried the online documentation and forums but cannot find a definitive answer as to whether I can include custom fields of units on a workorder service details report. The purpose of this is to print an asset ID that we are storing in a custom field attached to units on workorders, so that the report can list the unit to be serviced with the normal information, plus the asset ID of the unit (which is a custom field).

If custom fields of units cannot be used on this report I do realise that there are some other ways to work around the problem (using fields differently) but we are already using all the standard fields and I suppose I hoped that custom fields of units could be used in reports for service of units (otherwise the custom fields have limited utility).

Can someone advise me ....

Post #4467
Posted 1/7/2009 6:58:06 AM
AyaNova Sales & Support

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Hi

The Custom Fields from the Unit entry screen are not available for use in a detailed report template for a Workorder. They are available for use in a detailed report template for the Unit - a report from the Unit's grid or the Unit's entry screen. Whereas a report from a Workorder entry screen or a Workorder grid is based on data from a workorder entry screen and the Unit's custom fields are not displayed in a workorder.

For data to be able to print on a detailed report template for a workorder, its datafields must be available via that report template's Fields List.

If you view the Field List tab in a detailed report template for a workorder, and expand the WorkorderHeader.WorkorderHeaderWorkorderItem dataset, you will see listed all the available datafields from the Workorder Item section of a workorder's entry screen which include from the Unit's entry screen the following fields:

  • Serial Number (Unit.Serial)
  • Purchased Date (Unit.PurchasedDate)
  • Unit Model (O.UnitModel)

Unit's Custom fields are not available via the Field List for a detailed workorder report.

The Custom Fields from a Workorder Item record ARE available for use in a detailed report template for a Workorder, as are other fields from the workorder entry screen - Workorder Item Summary, Service Details, etc and you can use those in a workorder and have them print in a detailed workorder report template.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #4468
Posted 1/7/2009 9:58:52 PM
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Hi Joyce,

Thanks for your reply. You have confirmed what I was hoping would not be the case.

In our particular application we are seeking to print a report (a dispatch sheet) that lists the serial number and a text field related to units. We can't use a workorder or workorder item level field - it has to be a unique value that is attached to units (althought it can be a custom field or a standard field attached to units).

Given that there are only three unit.whatever fields available in the workorder report, is there something we could do in a script or something to pull the data in another way?

Hoping there is a solution,

Jason Bock

 

Post #4469
Posted 1/8/2009 9:13:45 AM
AyaNova Sales & Support

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Hi Jason, as per my previous reply and the forum topic http://forum.ayanova.com/Topic2894-100-1.aspx datafields have to be coded specifically by development - hardcoded into the program - a user can not add them via a script or other means. 

If the report is a detailed report template for a workorder, the datafields that are available are those listed in its Field List. A suggestion at this time is if not resolved using the three available unit fields via the WorkorderItem dataset, is to use an existing field in the workorder's Field List - i.e. a field from the workorder, workorder item, workorder item custom fields, outside service, etc

Do note that the next major version AyaNova 5 will have 4 new additional text fields from the unit entry screen available in a detailed report template for a workorder. And we will be looking into adding additional fields from the Unit entry screen to be made available depending on how it affects performance.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #4470
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