Allow custom fields to be displayed on Workflow and Planner cards
planned
U
Ultra pink Antlion
Allow custom fields created via Dynamic Tables to be toggled on/off within Workflow and Planner cards.
Paul Lutkajtis
Merged in a post:
Display Accounting Package # on workflow card instead of work order #
U
Urban Seahorse
Would be great to be able to see the Xero invoice number on cards in workflow, even some more details like contact or customisable fields
Paul Lutkajtis
Urban Seahorse - I'm going to merge this with another item so we tackle it all together.
Paul Lutkajtis
Merged in a post:
The abilty to see outstanding invoice balance when in workflow
L
Lotus pink Dormouse
Hey Team! It would be great to see how much a customer owes at a quick glance via the Workflow section the drop down you see in the customer section is super handy and should be put throughout so that we can see who still owes money for install jobs!
Thanks for your time :)
Paul Lutkajtis
Merged in a post:
Sales order value on work flow cards
E
Ecru Anglerfish
Would be great to see the value of each job on the workflow card, or at least have a permissions level where the values are displayed when clicking into the job. Would stop me having to alternate between Workflow and the Sales Order page sometimes.
Paul Lutkajtis
marked this post as
planned
Paul Lutkajtis
Merged in a post:
Show Dynamic Table Columns on Workflow
L
Lotus pink Dormouse
Hey Team!
We are working on creating a workflow for the manufacturing we do for our products.
It would be great to be able to select from our dynamic table dropdown column on the sales order and have it show on the workflow. Please see the pictures below for context
Paul Lutkajtis
Merged in a post:
Custom columns on workflow tiles
I
Ideal Raven
Hi,
I think it would be very handy if we were able to customize the display of the job tiles on the workflow page.
Especially having the ability to add the custom columns we create to display on the job tile in work flow. Also being able to remove feilds, such as the P.O., from the tiles, since some of these feilds are not important for us to see in workflow.
Cheers
Paul Lutkajtis
Hi Mate - you're able to customise a lot of this content today by opening the 'Settings' page on Workflow and toggling on/off different elements of the Workflow cards. For custom columns created via Dynamic Tables, we have a feature request for that which I'll merge this one into :)
Paul Lutkajtis
Merged in a post:
Workflow setting - additional fields
G
Goldenrod Gayal
Can you create the ability to add in more fields into the workflow cards.
Can it be the fields in the orders/dynamic tables?
We have our own identifying project number/project name. instead of using the client's name and the order number, it would be better if it was project names
Paul Lutkajtis
marked this post as
under review
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