3 Replies Latest reply on Sep 20, 2011 8:15 AM by philmodjunk

    Script for Combining Value Lists for Task Report

    AnnetteSteinberg

      Title

      Script for Combining Value Lists for Task Report

      Post

      I currently have a layout (Work in Process) where each record shows two types of tasks using separate value lists(production and file processing).  The production and fie processing task is selected and then the employee who is responsible for these tasks (again using two separate value lists) is selected.  Some notes using edit box fields are also used.

      I need to have these tasks put onto another form for "scheduling".  The  production or file processing employee would be able to see all their tasks on a separate page.

      What would be the best way for me to create the new task layout?

      Thank you,

        • 1. Re: Script for Combining Value Lists for Task Report
          philmodjunk

          What would that scheduling layout need to show? Will this be a list of all unscheduled jobs? What fields will you modify to "schedule" the task?

          Does each record in your table represent a different task or do you have more than one task in a given record?

          • 2. Re: Script for Combining Value Lists for Task Report
            AnnetteSteinberg

            My apologies for not answering your questions quickly.

            What would that scheduling layout need to show? Will this be a list of all unscheduled jobs? What fields will you modify to "schedule" the task?

            The scheduling layout would need to show:

            Action Item assigned to:  (employee from the two separate value lists of "Production" and "File Processing") and from original record

            Job Name   (from original record)

            Date Scheduled  (from original record)

            Task Needed/Notes  (from original record and again from two separate value lists of "Production" tasks and "File Processing" tasks.

            Task Status  Due Date Met (this is yes/no checkbox)

            All these jobs are already scheduled - but certains tasks need to be completed during the job.

            The fields that are modified to "schedule" the tasks are: 

            Production employee name from value list (JMPS::crew_chief_assigned);  and the tasks they need to complete: Production task per employee to complete from value list (JMPS::status_production_task);

            File Processing employee name from value list (JMPS::fp_assigned).  File Processing task per employee to complete from value list (JMPS::status_file_process_task)

            There is also a "date scheduled" field for each type of task, and some notes for each task as well.

            Does each record in your table represent a different task or do you have more than one task in a given record?

            Each record could have several tasks at various times, therefore, the new layout would have to show these tasks as they are entered.  This needs to happen automatically and be on a layout where each employee sees only their tasks.

            Thank you,

            • 3. Re: Script for Combining Value Lists for Task Report
              philmodjunk

              Each record could have several tasks at various times

              First thing that you need is a related table where each record is one task linked to a given record in JMPS. Assigning tasks then becomes the process of creating new records in this table for the current JMPS record on your layout. Both production and file processing tasks can be recorded in this same table and a field in this table can identify which are which. This makes it possible to take your two separate value lists and replace them with a single conditional value list where you specify the type of task in one field and then the value list of tasks updates to just list the tasks available for that type (either file processing or production). Portals are one data entry option for creating these task records that is fairly easy to implement.

              To then get the task report you want, you can create a layout based on this new task table to produce your report. Both of the following report formats are possible from layouts based on such a table:

              Employee:  John Smith

                 Job: XYZ
                       Task A
                       Task B
                 Job: ABC
                       Task C
                       Task D

              Employee: Mary Jones

                 //and so forth...

               

              Job: XYZ

                  File Processing:

                        John Smith:  Task A
                        Fred Johnson: Task Z

                  Production

                        Mary Jones: Task E

              Job: ABC

                    // and so forth.

              And many other variations on these are possible.