How to add a job field to hold the current job holder.

The current job holder can be changed automatically via workflow actions and manually (by partner/managers/superusers) via the edit job button; however, we also recommend having a job field to hold the current job holder. This will allow for very easy ad-hoc changing of job holder on the face of the job card.

To set this up follow the steps below:

  1. First note that you need to be a superuser to configure workflows.
  2. Click on the Config menu.
  3. Click on Edit workflow systems.
  4. Drill into the appropriate workflow system by clicking on the pencil icon alongside the system name.
  5. Click on the Elements tab.
  6. Scroll down until you see Job fields and click to create a new field of the type Job Position.
  7. Enter the following:
    1. Name holds the name of the field as you wish to see it on the job card, we would suggest 'Current job holder'.
    2. Initial value can be left as Choose initial value. This is typically preferential because you can then set the holder on the job creation step using a workflow action, this allows the setting to be differentiated on each route as opposed to being set to the same on all routes which would happen if you used this setting.
    3. Visibility (card) we would recommend as leaving set to All so that you can see the field at all times.
    4. Job staff link is the all important setting, choose the option Sub-system holder, there will be one option for each sub-system so be sure to choose the correct one.
    5. Order controls the order in which all of your job fields appear on the job card, set it relative to other order values depending upon where you would like the field to appear on the job card.
  8. Click save.
  9. The field will automatically be added to all your workflow routes, you can remove it from any if you do not wish the field to be included on certain routes.
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