Open ChristinaTremel opened 2 months ago
Attachment
and Attachment Description
field from the activities object to the Complete Activity form and used these record rules to insert records. Did this in test initially and it functioned as expected by inserting an attachment record associated to the project request parent record. This is what will be used for any of the activity types that require attachments.
View Project Request details
pages attachment table as well)Activity Notes
field for staff to track progressView Project Request details
pages attachment table as well)Activity Notes
field for staff to track progressCost Estimate
- user can add revision and date to the attachment description
View Project Request details
pages attachment table as well)Activity Notes
field for staff to track progressActivity Notes
field for staff to track progressActivity Notes
field for staff to track progressActivity Notes
field for staff to track progressActivity Notes
field for staff to track progressActivity Notes
field for staff to track progressActivity Notes
field for staff to track progressActivity Notes
field for staff to track progressActivity Notes
field for staff to track progressActivity Notes
field for staff to track progressSub-Activity - Scope Change
field to project_requests_PMT_activities
object to include:
Sub-Activity - Scope Change
field to Add Activity form and only viewable if user selects Scope Change
as the activity typeSub-Activity - Permitting
field to project_requests_PMT_activities
object to include:
Sub-Activity - Permitting
field to Add Activity form and only viewable if user selects Permitting
as the activity typeAction Required
includes link to Submit Finance SR)Activity Notes
field for staff to track progresstask order number
field to capture TKAction Required
includes link to Submit Finance SR)Activity Notes
field for staff to track progressAction Required
includes link to Submit Finance SR)Activity Notes
field for staff to track progressDO Number
field to capture DOActivity Notes
field for staff to track progressStatus - Change Order
field with options: "Requested" and "Approved"Activity Notes
field for staff to track progressproject_requests_PMT_activities
objectDO Number
- short texttask_order
- connection to financials_task_orderswork_orders_signals_images
- connectionAttachment
- fileAttachment Description
- short textAction Links
- linkPMT Activities - Close
multiple choice field to project_request
object with the 4 closing activities
PMT Activities - New
multichoice field created on the project_request object include the following options: