Creating a worksheet
OverviewThis article explains how to use creating a worksheet in Work Planner, including the main fields that shape how the worksheets record behaves once it is saved.When to use thisUse this article when you are adding
Overview
This article explains how to use creating a worksheet in Work Planner, including the main fields that shape how the worksheets record behaves once it is saved.
When to use this
Use this article when you are adding something new and want a clearer explanation of the fields and decisions on the create flow.
How it fits into the flow
Creating a worksheet sits within Work / Worksheets. It is designed to work alongside related articles such as Adding jobs to a worksheet, Adding quotes to a worksheet, Incomplete worksheet items, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
- Common on-screen actions include Remove, Add Job, Add Quote, Cancel, Select.
Important fields
- Name: Look for input such as “Worksheet name”.
- Validation: Name: Optional. Text value. Maximum 255 characters. Must be unique.
- Validation: Assigned User: Optional. Whole number.
- Validation: Job Ids: One or more values can be supplied.
- Validation: Quote Ids: One or more values can be supplied.
- Validation: Worksheet Item Ids: One or more values can be supplied. Minimum 1 characters.
- Validation: Move From Worksheet: Whole number. Must match an existing record.
- Validation: Tenant: Optional. Text value.