Transaction Schedule Template column for Timesheet and Work Board
This feature introduces a Transaction Schedule Template column in both the Work Board and Timesheet tabs, allowing users to easily identify if a transaction is set to "One Transaction Per Schedule" or "One Transaction Per Week." This enhances transparency and filtering for JSM (Job Schedule Management) entities.
Key Functionality
- Column Addition & Default Settings:
- Add a column titled Transaction Schedule Template to the Work Board and Timesheet tabs.
- By default, this column is unchecked in the column selector.
- Data Display:
- For JSM entities, the column displays either:
- OneTransactionPerSchedule
- OneTransactionPerWeek
- For non-JSM jobs, the column is blank.
- The value in this column is not updated for existing transactions unless the transaction is deleted and recreated.
- For JSM entities, the column displays either:
- Live Updates:
- When the Transaction Schedule Template is updated in Customer >> Service Profile, the change is reflected in the column for all new transactions in both the Timesheet and Work Board.