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
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
under review
Paul Lutkajtis
Aha! Got it! So this one is around ultimately around showing custom content on Workflow cards :) I'll tweak the title of the request, because I'm sure others will be all over this.
U
Ultra pink Antlion
Paul Lutkajtis Okay amazing! The quick view of the workflow cards are a favourite here, so having that option would be great. Thanks Paul!
Paul Lutkajtis
Morning! When you say 'end user' are you referring to the customer contact on the order?
U
Ultra pink Antlion
Paul Lutkajtis Apologies, we have a custom column named end user. So maybe the option to add a custom column to the card. We are currently adding those details to the PO number and it's becoming messy to view.