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I´m trying to set up a job list for the surveyors. The list should let them choose the customer, the ship they´re working on, place of work, type of work etc. I was trying to use the job cards for that but the personalisation feature are not good enouth. The best way I found to do this is by using dimentions. Sadly you cannot sort by dimentions in jobs. Does enyone know a plugin I can use or another way to set up something similar in business central?
There are a few options you can explore to set up a job list for surveyors with custom dimensions in Business Central:
1. Custom Fields: You can create custom fields on the job card page to capture additional information, such as customer, ship, place of work, type of work, etc. These fields can be added to the job list page to allow the surveyors to filter and sort the jobs by these dimensions. To create custom fields, go to the "Custom Fields" page, create a new field group, and add fields to the group.
2. Extensions: If you have programming experience, you can create a custom extension that adds additional functionality to the job list page. Extensions can add new fields, new filters, and new sorting options to the job list. You can find more information about extensions in Business Central in the Microsoft documentation.
3. PowerApps: PowerApps is a Microsoft tool that allows you to create custom business applications. You can use PowerApps to create a custom interface for surveyors to manage their jobs. PowerApps can integrate with Business Central, allowing you to pull data from the job list and display it in a custom format.
4. Third-Party Plugins: There are many third-party plugins available for Business Central that can add additional functionality to the job list page. You can search for plugins that specifically address your needs, such as sorting by dimensions or adding custom fields.
I hope this gives you some options to consider in setting up your job list for surveyors.
Hi, It seems that you need to add some custom fields on the Job Card and Job List, if you are a developer, it may not be difficult.
More details:
Table Extension Object
https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-table-ext-object
Page Extension Object
https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-page-ext-object
If you are not a developer, you can try the following tools.
Find the right app | Microsoft AppSource
https://www.hougaard.com/designer/
Hope this helps.
Thanks.
ZHU
As long as you use the Global dimension 1 and / or Global dimension 2 you should be able to sort a job list based on those dimensions.
If you use dimensions that are not global dimensions it will be harder.
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