Hi,
we would like to show the service appointments and service orders we have created from a project in the project itself.
Similar to the project orders for the matrerial which can be seen in a tab we also would like to see all service related orders/appointments in a tab to have the overview directly in the project.
Does anybody has an idea for this?
Best answer by dcomerford
View original
+12
Use Sidepanel(s) on the Project screen. So create a GI or using the existing ones (need 2 one for Service Orders and one for Appointments) with the ProjectID as one of the columns and then you can add two actions as sidepanels to the Project Form in a customisation package it does not need any code and is straightfoward to do. In the action you pass the projectID to the GI so that it only shows records relating to the that project.
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