diff --git a/docs/8.0/ayanova/docs/ay-start-form-autocomplete.md b/docs/8.0/ayanova/docs/ay-start-form-autocomplete.md index ce3b2c80..b77ece99 100644 --- a/docs/8.0/ayanova/docs/ay-start-form-autocomplete.md +++ b/docs/8.0/ayanova/docs/ay-start-form-autocomplete.md @@ -12,6 +12,8 @@ They are also used to open the record selected in them or a new record if no sel A maximum of 100 items are returned by the server for any autocomplete list and clicking on a autocomplete list will cause it to drop down and by default fetch the first 100 records found for that type of object in the AyaNova database. For objects that there are less than 100 of this is often all that is required to select the item you need. However for larger lists searching by entering a few characters that match the item desired will be necessary. +There are two ways to select an item that is displayed in the drop down list, you can click on the item desired or use the down arrow on a keyboard to move down to the item desired and press enter to select it. + ### No selection item Autocomplete lists have a special item represented by a single dash character `-` which indicates that no selection has been made for that item. diff --git a/docs/8.0/ayanova/docs/img/svc-work-order-walk2.png b/docs/8.0/ayanova/docs/img/svc-work-order-walk2.png new file mode 100644 index 00000000..f0a44459 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-work-order-walk2.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-work-order-walk3.png b/docs/8.0/ayanova/docs/img/svc-work-order-walk3.png new file mode 100644 index 00000000..b1664b55 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-work-order-walk3.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-work-order-walk4.png b/docs/8.0/ayanova/docs/img/svc-work-order-walk4.png new file mode 100644 index 00000000..4ddd9cf7 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-work-order-walk4.png differ diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 98f514e7..7b2db801 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -2,7 +2,6 @@ The Work order [form](ay-start-form-overview.md) is used to schedule and record services provided to a Customer. - ## Work order structure ![Work order structure](img/svc-work-order-structure.png) @@ -21,32 +20,49 @@ or as complex as required: ![Work order structure complex](img/svc-work-order-structure-complex.png) - ## User interface work order structure The user interface mirrors the logical structure of a work order with a single header section at the top, a collection of one or more work order items below the header and within each work order item collections of optional service related objects such as parts, expenses etc. -### Walk-through creating a work order +### Walk-through: creating a work order -Let's walk through creating an example work order to show how it all works: +Let's walk through creating a work order: #### Create new work order From the `Service` -> `Work orders` data table click on the new button `+` at the top to create a new work order -![Work order walthrough 1](img/svc-work-order-walk1.png) +![Work order walkthrough 1](img/svc-work-order-walk1.png) -A new empty work order form will open ready to start filling in. +A new empty work order form opens ready to start filling in: +![Work order walkthrough 2](img/svc-work-order-walk2.png) +The only required field on a Work order is the Customer and it's empty right now so the Customer list field is showing a validation error, a red title and warning message explaining the error below the Customer autocomplete list. +You can't see it in the image but when the form is in an invalid state the save button is disabled until the issues are corrected as it would simply be rejected by the server if it was saved as it contains broken validation rules. +Let's fix the broken rule by selecting a Customer: + +We want the Customer "XYZ Accounting" so we'll click into the Customers [autocomplete list](ay-start-form-autocomplete) and type "xyz" to search for any Customers with those letters in their name: + +![Work order walkthrough 3](img/svc-work-order-walk3.png) + +You'll notice in the image that there are some Tags ("black, green") also showing with the customer name, this is because we've customize the Customer [autocomplete list template](adm-global-autocomplete-templates.md) to also use Tags for searching and selection. + +We're using a desktop computer with a keyboard and don't want to take our hands off the keyboard to select with a mouse so we'll press the down arrow to highlight the result "XYZ Accounting..." and press enter to select it: + +![Work order walkthrough 4](img/svc-work-order-walk4.png) + +The Customer is now selected as required by the form validation rules and it no longer displays a red validation error message. + +We'll save the work order now as it's valid and ## How to use collections From the work order item level down all items are collections that display as a single edit form when there is only one in the collection or as a table when there are multiple items in that collection. -For example, if there is a single work order item there is no need to take up space showing a table of one item so it displays as a single edit form area showing the fields of the work order item. However, if there are two or more work order items then a table displays showing each work order item in a row and clicking on a row opens the edit form area below the table so *that* particular row can be edited. +For example, if there is a single work order item there is no need to take up space showing a table of one item so it displays as a single edit form area showing the fields of the work order item. However, if there are two or more work order items then a table displays showing each work order item in a row and clicking on a row opens the edit form area below the table so _that_ particular row can be edited. This pattern is used for all the collections below the header so that the simplest possible interface is shown at all times.