References - Add Reference in Tasks and QA

Screenshots to be changed before article is released

Capability to add Reference in QA and Task in Job details. (as per below image)

Before: 

 

After – Reference added below.

How to add reference in Task.

 

1. Navigate to Admin > References

 2. Under Reference Field, Click the dropdown and find Task.

 

 

3. Click Magnifying glass button and a modal dialog window will show up

 

 

There are several options available to use from the dropdown for entering

 • Text: Text box for string and number 
 • Number: Text box number only
 • List: Dropdown box with values as per entered in the values fields shwon in screenshot below 

 

• Date: Date selector

• Look up: Only GL Group to look up
      Screenshot below shows sample of GL Look up selector

The list of GL codes populating the dropdown are pulled from the information you hold in Accounts > General Ledger Accounts.

 

 4. Where the added reference field will be shown on the Job Task at the bottom

 

This gives an indication of the tasks you have. Clicking this will open the task screen.

 The Number on the left (below screenshot shows 3) Indicates how many incomplete tasks you have.

The Number on the right (here 2) indicates how many tasks you have assigned to someone.

 

Tasks View screen

Clicking your incomplete tasks icon at the left will open the tasks screen showing your incomplete tasks.

 

 

Clicking the assigned tasks icon at the right will open the task screen showing tasks you have assigned to others (including if you assign a task to yourself).

 

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