Auto Open Form Settings
When a technician selects a list tab, if the list has no items, you have the option to have the form to create that item display automatically.
The form auto-open happens the first time you navigate to the corresponding tab within the same instance of the Appointment Completion form.
For example, from the Appointment Completion form, you select the Inventory tab. The Inventory form automatically opens where you can add the new inventory item. You close the Inventory form without creating a new item (the inventory list remains empty). You click a different tab. While still in the same instance of the Appointment Completion form, when you click the Inventory tab again, the empty Inventory list displays. You would have to select the Add icon to open the inventory form.
The functionality has been added to the following lists. By default, this has been enabled for the Inventory, Purchase Order Detail, and Time Entry (from the Appointment Completion form) lists.
List Name | Default Value |
|---|---|
AutoOpenAdditionalWorkForm | Automatically open a new form if the technician navigates to an empty Additional Work list. The default value is False. |
AutoOpenAttachmentForm | Automatically open a new form if the technician navigates to an empty Attachment list. This does not include Task Attachments. The default value is False. |
AutoOpenChangeOrderForm | Automatically open a new form if the technician navigates to an empty Change Order list. The default value is False. |
AutoOpenChangeOrderDetailForm | Automatically open a new form if the technician navigates to an empty Change Order Detail list. The default value is False. |
AutoOpenInventoryForm | Automatically open a new form if the technician navigates to an empty Inventory list. The default value is True. |
AutoOpenMeterReadingForm | Automatically open a new form if the technician navigates to an empty Meter Reading list. The default value is False. |
AutoOpenNoteForm | Automatically open a new form if the technician navigates to an empty Note list. The default value is False. |
AutoOpenPoDetailForm | Automatically open a new form if the technician navigates to an empty Purchase Order Line list. The default value is True. |
AutoOpenRefrigerantForm | Automatically open a new form if the technician navigates to an empty Refrigerant list. The default value is False. |
AutoOpenTimeEntries | Automatically open a new form if the technician navigates to an empty Time Entries list from the Appointment Completion form. The default value is True. |