QXpress Community

Hello, I have recently started using QXO and have been modifying our work order sheet,

I have crreated a new W/O report called "safedocket" and thought I had made good progress, then I selct it as my default WO template to use

but when I try to print one from the Field Service Centre i get the following error

"Based on the report name 'safedocket(2)', we could not find the filter field RecordID, the report could not be run.

Additional Information

Action Sequence Order:3"

I have been through the docket and searched for the field RecordID, I assumed this is the work order number so have dragged the field to the form and saved it but I can get no further

any help would be appreciated

thanks

Nick

 Nick,

Based off what you have it looks like you don't have your action programmed correctly.  Below is a screen show of how you should have your button programmed as a default

If you set it up and are still having trouble then please do the following

1. Enable the MethodSupport user (http://www.qxpress.com/cs/forums/t/226.aspx)
2. Reply back letting me know you have done this.
3. Reply back with the screens and report you are using.

Thanks

Mark

 Nick,

I've addressed each question below,

1. Is this level of customisation necessary to even start using the product i.e print a work order? Sorry if that sounds snarky but I thought that it would work out of the box without having to edit it, I don't think we have broken anything.
   
   QX Online is designed to be used out of the box, however, as with every software, there is always some features you need to tweak before it will work exactly how to need it.  The reports we give you are basic reports to get you started.  Should you want to add you Logo, Company Info, Additional Fields, etc- Then this will require you to customize it some.  The customization that you have done is not abnormal compared to others.
   
2. What happens to all of our customisations following a version upgrade? do they stay put or will we ever need to go back over them again?
   
   I'm not sure what you mean by this because there is only 1 version of QX Online
   
3. Is there an audit trail within the software so that all customisations can be logged in case anything is modified or deleted by mistake?
   
   The Audit Trail can be found by clicking on the QuickBooks Tab
   
4. Is there a feature to see where a screen, table or tab is referenced throughout the software so that if we make a copy to allow us to edit it we will know which areas and links to update?
   
   This currently isn't available, however, I'd recommend talking to your Sales Rep about different options for this.
   
5. Are you running as two separate entities offline vs online? I was surprised that the ticket system and my support minutes can not be used for online queries.
   
   QX Online and QXpress Desktop are two separate product and as such are handled differently.  Support for QX Online is handled through the forums section.  If you require 'How To' help, then you would speak to your Sales Rep about consulting time.  The QXpress Desktop Support Team does not have any knowledge of the Online Product.
   
6. We will need some help with customisation work once we are up and running as well as porting across our qxpress data and no doubt some general help, is this just quoted on an ad-hoc basis?
   
   If you require any customization help, you are going to want to talk to your Sales Rep.

Mark