QXpress Community

As the nature of many service companies services can get complicated, such as in landscaping, there needs to be an easier way to add groups of items to a workorder and/or invoice. I have read the post about 'Job Packages', where you copy existing mock up work orders, but I don't feel this solution would fit many situations. I would need about a dozen of these package scenarios, which would overly complicate things.

Is it possible to add commands to the Item grid on the work order screen to automatically add items based on the values of user generated objects? For example, if a 'Lawn Care Package' checkbox was checked, the item grid would add a series of items to the work order. With this approach, the company could then add a series of checkboxes to easily customize a complicated work order.

I believe that this method could be used by many companies that use QX Online. Would I have to pay for a customization to learn how to do this, or can you post the steps on how to add this to the grid?

Thanks.

 Greg,

I just want to make sure I understand 100% of what you are looking to do.

Your basically looking for a way to click a button and have multiple objects appear in Items Grid on the Add/Edit Work Order screen correct? (as seen below)  So by selecting Aeration, Dirt automatically appeared?  Like default Job Items correct?

Mark

 Yes, that sounds right. Checkboxes to select common services and/or groups of services.

 Greg,

Actually that's a really good idea, and not very hard at all, just maybe a little time to set it all up.  You will have to call in and book consulting time if you get stuck, but below are the basic steps you will need to do to get this done.

1. Pull the values you want from the screen and assign them to an Action Result to use later.
2. Create a Conditional Statement to search for the criteria that you want (eg. which item box is checked).  Keep in mind that for each item box you will need to create a new Conditional Statement.
3. Using Insert Records into Table action, add the job items you would like to insert (if you get stuck at this step, look at the code for copying the Job Items from the Series, it's almost the exact same).
4. You will need to use Insert Records into Table a few times depending on how many items you have.
5. Refresh The Grid.
6. End the Conditional Statement.
7. Repeat if needed.

Mark