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Guidance please - Splitting views within Job Planning Lines. Different columns hidden & shown.

Posted on by 15
First time posting, hope you're all nice.
 
Quick question that will take you a second to answer.  But I have to explain it :
 
I work for a construction company using BC.  We purchase material, use up some labour and charge our client for  the stuff we build.  We therefore use the Job section in BC a lot.  And because of the nature of our industry (not buying and selling widgets), we don't have a need for the functionality within BC that assigns and tracks costs & prices *within* each item.   I.E. an item in the budget planning line will not have a sell price.  An item in the budget billing line will not have a cost price.  No need for that, completely separated.
 
What I'm trying to do is create 2 unique views within the table /Job Planning Lines/
 
One for when it comes time to invoice the customer :
 
//
 
Another for when it comes time to enter/rejig/modify the budgets :
//
 
Not much filtering going on, just several columns hidden in one view, several columns hidden/shown in another.
 
Ive only used BC for a year, Dabbled in Visual Studio, created table and page extensions, but by no means a true programmer.
 
So far, I have created a new view via pagecustomization with the relevant columns hidden or shown. However, its sloppy, and loses the job filtering once you click anything.
 
Am I on the right track ?  Is programming this via AL/visual Studio the only way to achieve this or can it easily be done another way, Personalization of a different profile ? Design Mode ? 
 
Thanks for any pointers you may share.
 
 
 
 
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  • DH-18070427-0 Profile Picture
    DH-18070427-0 15 on at
    Guidance please - Splitting views within Job Planning Lines. Different columns hidden & shown.
    Tanks Zhu,
     
    That was one of the pages I visited in my quest!   Your website/blog is very helpful.
     
    Thank You !
     
     
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,378 Super User 2024 Season 2 on at
    Guidance please - Splitting views within Job Planning Lines. Different columns hidden & shown.
    Hi, I think you can try the following Shared layout view.
     
    Hope this helps.
    Thanks.
    ZHU
     
  • Suggested answer
    DH-18070427-0 Profile Picture
    DH-18070427-0 15 on at
    Guidance please - Splitting views within Job Planning Lines. Different columns hidden & shown.
    Nevermind guys.  After a few hours of persevering it was down to just one set of filters (among others)  Filters = where("Job No." = field("Job No"));
     
    That kept the view focused on the right job no matter which view I switched to.
     
    Still.........crazy convoluted way to get what I thought would be a simple view.
     
     
     

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