Customer type data

What it is.

It is a selectable field so that the user can fill in the work report, delivery note or report by selecting a client.

NOT TO BE CONFUSED WITH THE PROJECT-RELATED CLIENT OF WORK REPORT, DELIVERY NOTE OR REPORT.

How to configure it in the part model editor.

First, the Data Type must be indicated in the drop-down list, in this case "client". Then, in the Data Name field , the header of the data is indicated. The same field is shown in the application when requesting the data to the mobile user. Also, you can generate a PDF with the work report filled in, as well as export it in Excel as a column header.

The "required" check indicates that this work report cannot be sent without filling in the indicated data. Note that it does not work the same if the text type data is located within a section in part lines or in part header or footer. In the first case, it will only be mandatory if a part line is registered, but in case of placing the data in the part header or footer, it will always be mandatory.

With the Check "visible PDF" you can manage whether it is displayed in the PDF or not.

How it looks in the application

Once this step is completed, you can fill in the work report and select the corresponding customer.

It may be of interest to read these entries:

Create customers in the application