How to activate the 'Not applicable' tickbox on a date type job field

Any date type job field can also have a tickbox alongside it on the job card which is ticked to indicate the field is Not applicable to this job.

Entering a date into a job field can be used to signify that the user has considered the matter, regardless of whether it was relevant to the job. If this is not appropriate then the tickbox allows a user to enter a date where the matter is relevant OR to tick the box where it is not relevant. The words Not applicable will then be shown on the job card.

To activate this follow these steps:

  1. Click on the Config menu (Superuser access required).
  2. Click on Edit workflow systems.
  3. Drill into the appropriate workflow system by clicking on the pencil icon alongside the name.
  4. Click on the Elements tab.
  5. Find the relevant date field in the job fields section and click the pencil icon to edit the field settings.
  6. Click on the Additional features dropdown and select Target and tick box.
  7. Click Save.

If you want to use a traffic light workflow action to block a progress button pending completion of a date field with this tickbox activated then you should use the workflow action "Traffic light: Field completed or tickbox set" as this will also allow progress where the tickbox has been ticked.

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