Adding planner items to a worksheet
OverviewThis article explains when to use adding planner items to a worksheet, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the actio
Overview
This article explains when to use adding planner items to a worksheet, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Adding planner items to a worksheet sits within Work / Planner. It is designed to work alongside related articles such as Completing a job from the planner, Opening job details from the planner, Opening quote details from the planner, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Add to Worksheet, Update Date, Cancel.
Important fields
- Content: Look for input such as “Enter note content...”.
- Mark as important: Turn this option on only when it applies to the current workflow.
- New Due Date: The next due date will be automatically recalculated based on each job's schedule settings.
- Validation: Name: Optional. Text value. Maximum 255 characters.
- Validation: Assigned User: Optional. Whole number.
- Validation: Job Ids: Required. One or more values can be supplied. Minimum 1 characters.
- Validation: Quote Ids: Required. One or more values can be supplied. Minimum 1 characters.
- Validation: Tenant: Optional. Text value.
- Validation: Worksheet: Optional. Whole number. Must match an existing record.
- Validation: Worksheet Name: Optional. Text value. Maximum 255 characters.