WEB Forms
active
Total logged
30h 30m
Uninvoiced
0h 0m
Entries
24
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 24 | 30h 30m |
Recent time entries
Last 24
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 21 Feb 2025 | Terms and Conditions - Add button under front page of RFI for vals called terms and conditions - Have this open a new window displaying the pdf sent through for val t&c's | Caleb Harvey | 0h 45m | invoiced |
| 17 Feb 2025 | Make changes to val RFi based on feedback from Dan/Theo | Caleb Harvey | 1h 30m | invoiced |
| 11 Feb 2025 | Finalising Stripe Method - Close out the connection upon retrieval of data - Send through description from the job to be similar to other stripe method - Call through for the receipt url from stripe - Add in a url return page to come back to TDA and show the user the receipt | Caleb Harvey | 3h 0m | invoiced |
| 3 Feb 2025 | App Size - Resize application page for new contacts to suit iphone screen - Test on phone for size and get feedback from Dan/Theo | Caleb Harvey | 0h 45m | invoiced |
| 22 Jan 2025 | New Contact Portal - Change fields to reflect the email sent form Dan and ensure these are coming through to new/existing contacts correctly - Remove process of going through to the new job screen and instead refresh the form on completion - Add a field for source against the system profile so it carries across all forms - Ensure webforms have access to the source field - In TDA, make the conditional format for users without a type to go yellow - Script in some changes to the field calcs to display these users on the main contact page when no search has been applied - Success | Caleb Harvey | 1h 30m | invoiced |
| 9 Jan 2025 | Association - Add contact association to owner details section on RFI | Caleb Harvey | 0h 15m | invoiced |
| 19 Dec 2024 | Update new commercial valuation fields - Update the new screen of RFI to only display the commercial data if it is a commercial property - Group all items together and add the hide case to them - Add a new group with just the non-commercial extra fields displayed and resize to be a bit larger on the screen - Group these items with the opposite hide case - Success | Caleb Harvey | 0h 45m | invoiced |
| 17 Dec 2024 | Contact Lookup Job App Form - Add the phone, type, and postal address fields to the lookup form - Once submitted, find the contact with the email address, if no one is found create a new contact and use the new fields to populate out the information - If contact found, create a check to see if any of the added information is missing from the contacts details and add the info in - Test run a few submissions of new and existing test contacts with success | Caleb Harvey | 1h 15m | invoiced |
| 12 Dec 2024 | TDA Blank Application Form - Create a new layout with first name last name and email - Make sure all fields have input before continuing - Once continued, search for email in system and if it exists set the variable ID with the contact ID - If it doesn't exist, create a new contact and assign the first/last name and email address, save the new contacts ID in the ID variable - Use the variable to continue on to the application form and set the referrer's ID | Caleb Harvey | 2h 0m | invoiced |
| 2 Dec 2024 | Valuation RFI Fields - Add new fields on to RFI as per email - Have a show hide feature on the set of fields based on valuation or tax depreciation | Caleb Harvey | 1h 0m | invoiced |
| 26 July 2024 | Stripe Updated search issues - Find the job number where the issue arose - Stripe not coming through as paid because the update script searches for owners email and the referrer was marked to receive emails and pay for the job - Updated search to look for checkboxes marked as owner and search for the stripe payment against it - Ran the update script and the receipt details came through to the system from the API successfully - Ran the update script on all jobs to ensure no otehr payments were missed because of this issue - No other issues found | Caleb Harvey | 0h 45m | invoiced |
| 19 July 2024 | Express Jobs - Creating a new slide on the RFI web page for the contact to go to once they submit their details - This page will show the message sent through by Dan asking if they wish to pay extra for an express job - There are two buttons to say yes or no - Create new fields on the jobs table to show the express pay amount and the total job amount - Create a new layout that is a duplication of the web pay layout only this one has the extra charge fields for express jobs - Send the user to this screen if they are after an express job or the original screen if not - Once the user has submitted their rfi they can no longer navigate back to this page with options - Change the total fee calculation sent through to stripe to include the express fee - Add these new fields into the job card - If the job is marked as express, highlight the express field as yellow - Also highlight the entire job as yellow in the jobs list - Create a change on the sort to show express jobs at the top of the list at all times based on the search parameters - Test turning express on and off to make sure the amounts add up correctly - Success | Caleb Harvey | 3h 0m | invoiced |
| 17 June 2024 | Email and Name field Not Allowing Manual Entry - Add two new global fields to the payment table for name and email - Add a hide on the existing name and email fields to hide if no job contact is joined - Add in the two new global fields with the opposite hide case - Add an if statement to the proceed button to correctly bring through the name and email details based on which one is being used out of manual or linked contact - Ensure this works by looking at both a job with and without a contact to see the correct fields showing - Success | Caleb Harvey | 0h 45m | invoiced |
| 14 June 2024 | Referral Form - Paste new disclaimer down the bottom of referral form - Navigate to the load script step where the successful contact has loaded their referral form - Add a new if case to state if form has been submitted go to the thank you slide - Test to ensure it takes us to the thankyou slide when the form has been marked as submitted - Success | Caleb Harvey | 0h 45m | invoiced |
| 4 Mar 2024 | Referrer Application Form Changes - Go to script step where application form is loaded for referrer. Check if the referral fee is empty and if it is set it to $100 as a default - Remove the lines: Make your partnership with TDA even more etc..., We will send you an application form to enable you to refer etc... - Move the commission payments sentence above the please nominate sentence - Add a new tick box to apply commission to discount the clients job fee - Add a discretionary line at bottom of document under submit information button | Caleb Harvey | 0h 30m | invoiced |
| 4 Mar 2024 | Add Option to Remove Company Name from Web Request Form - Create a new field on the contact table to store option for company name on form - Add a tick box to the management section in the contacts and set it to this new field - Go to a test web request form for Caleb Harvey and add a hide on the company name field if the checkbox has been ticked - Tick the checkbox on Caleb's contact and ensure the company name disappears - Success | Caleb Harvey | 0h 30m | invoiced |
| 1 Feb 2024 | STRIPE Payments not registering - Applying commits to multiple areas within the payment script to ensure details are captured regardless of user disconnecting - Creating a formula to extract any missing/existing stripe payments and store them in the system - Run this script daily to ensure any missing payments can be found and added to their jobs and mark them as complete | Caleb Harvey | 1h 0m | invoiced |
| 17 Nov 2023 | Fixing WebForm URL Issue - Create a new database named "Webform" and copy it into the server as a new database - Create a new opener script on the webform database to handle if it is opened from the incorrect area to shut it down - Create a new script matching the same script name in the tda DB to take the paramaters sent through the url and store them in global variables - do a search to see if these variables contain data (ie the link hasn't been tampered with) - Exit the application and redirect through to the tda website if any issues - If all comes through correctly, hit a redirect link inside a web viewer to reach the original databases form handling script with the correct parameters sent through - Rewrite the current redirect html script to point to the new DB and upload it to the server - Create a new html script on the server to point to the OGDB that will be hit inside the webviewer - Test form all sorts of browsers to ensure it is functioning correctly - Create a new field in TDA webform DB to hold the user IP for the form - If a user gets through all the security measures and creates a new web form, their IP is stored into this new field - If a user from the same IP has an existing form within the last hour that hasn't been submitted, go to that form instead of creating a new one - This way if the user accidentally refreshes they will still have all their data in the form | Caleb Harvey | 3h 0m | invoiced |
| 11 Oct 2023 | Referrers missing data from submitted forms - Allowed fields in the management section of the contact card to be edited - Searched the contact example sent through and looked at the pdf screen shot created upon submission of form - Referrers didn't enter the required data before submitting their forms - Set Leah Mavratzakis's user profile to executive as requested Changing Referrer Details Form - Set the required buttons to show as red if the respective fields they set are empty on submission and the global variable $$Missing = 1 - Set all the text fields to turn red on submission if self is empty and $$Missing = 1 - In the script, create an if statement to search for if the required fields are empty - If empty, set the global varibale missing to 1, show a custom dialogue alerting the user to enter data into the required fields and refresh the page to allow the conditional formatting to take place - Once the required fields have been filled out, on submission proceed the script as usual and clear the $$Missing global variable | Caleb Harvey | 1h 0m | invoiced |
| 19 July 2023 | Property Manager Fields not Showing on RFI - Scan through script to see why the managers aren't showing - As requested when in developement, the manager field doesn't generate if the job has not been marked as inspeciton required - Update script to look for if the jobs inspection required status equals yes and there is no property manager linked in the job or available in the rfi form - if this search is met it creates a property manager field for the rfi user to input | Caleb Harvey | 1h 0m | invoiced |
| 18 July 2023 | Add Fields to the RFI - the contacts details are displayed if the owners are linked, otherwise the contact job join details are shown for the Manager to link once form is submitted - added address fields to the property details that lets the user directly edit the jobs address - updated RFI script as it was bringing blanks into the job contacts after submitting - if the job has not been paid for yet, the submit button will open the stripe payment page in a new tab moved all the new functionality from test layout into the WEB RFI layout ready for live use | Caleb Harvey | 1h 30m | invoiced |
| 17 July 2023 | Adding Ability to add Owners to RFI - Created new fields in the contact job join table: _ID Owner Type, Owner No, Owner No Search, Owner Share - Create relationship to all contact join based on owner type to show a list of all the owners - Assign each owner a number when they are created starting from 1 - Turn the owner No search into a global variable so it doesn't impact other users - When the arrows on the form are pressed the global variable adds or minuses one - This variable is set to a relationship with the OWNER table to select one owner at a time - When the 'add owner' button is press, the script creates a new contact job join which will assign its new owner number and the global variable changes to that number - the new owner also gets inject with the owner type from creation so it is able to show in this list - The delete button prompts the user if they are sure they wish to delete the owner, if yes than the contact job join is deleted | Caleb Harvey | 2h 0m | invoiced |
| 12 July 2023 | Add ability for client to re-enter data into RFI form - Once form has been submitted user can uncheck the RFI button to allow the client to enter more details - Added button to the second "Thankyou" slide in the Web RFI form that allows the user ot input more information - If this button is pressed scripting has been updated to unlock the fields and return to slide one for user to input more data - Submitting again sends them back to the second slide - Adding more info doesn't uncheck the RFI box so the user know they have added something | Caleb Harvey | 1h 0m | invoiced |
| 7 June 2023 | Web RFI Form Changes - Changed Renovations heading to Additions/Renovations/General Notes - In the placeholder text store an example "E.g. Blinds - 1/1/2023 - $5000" - IF property is built the form displays Build Cost, Land Value, Completion Date, and Date Available for Rent - IF property is Purchased it displays Purchase Price, Exchange Date, Settlement Date and Date Available for Rent - Create a WEB Land Value field - Have the original land value field calculate to display Web Land value if not empty - Create a formatting in the jobs page for land value to display as yellow if last edited by the web form | Caleb Harvey | 1h 0m | invoiced |
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