Projects/Tax Depreciation Australia Pty Ltd (TDA)

Task Changes Document - 1/7/2024

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9h 30m
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12
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Time by team member
Team memberEntriesHours
Caleb Harvey129h 30m
Recent time entries
Last 12
DateDescriptionWhoDurationStatus
4 July 2024Fixing Issues with RFI and WOI TasksCaleb Harvey0h 45minvoiced
3 July 2024Waiting on Info Opening Task With New Contact - Debugged through script to see whats prompting the WOI task - When the status is checked against the new contact, it runs the step to open the WOI card - Add a parameter to the call in position 5 - Add a case for the card WOI task to not open if script parameter 5 is marked as 1 - Test again with successCaleb Harvey0h 30minvoiced
3 July 2024Scroll task back to position when returning to page - Create a new script parameter to set the task row global variable when opening a task - Create another parameter to handle returning to the task page - On this parameter, perform the regular layout load then set a case for which slide to go to based on the slide control variables - Start with the first page "Todays Tasks" - Refresh the portal and commit, then go to the portal - pause the script, go to the portal row stored in the variable, then pause the script again - Go to the button on the row labelled "SelectPortal" - Duplicate this process across to the other 2 slides and change the slide and object names accordingly - Test going to a job and returning the the correct slide and portal correctly - Closing task or contact card not operating correctly - Go to the close card script and add a case for this layout to run the newly created parameter on the communication script - Test again on all three slides with successCaleb Harvey1h 15minvoiced
3 July 2024User Task Creation Page - Add the created by and timestamp creation fields onto the task card to show audit details - Point the save button to a new script parameter on the job card - Create a $Date variable and set it as the due date on the task - Prompt the user to check the due date and ensure it is entered correctly - Loop the user if the date entered is not a correctly formatted date or is empty - If the user cancels, exit the loop - If the user proceeds and date is correctly entered, Set the date field as the variable in the prompt and close the task creation card - Test out with the date staying and date changing and date incorrect with all expected resultsCaleb Harvey0h 45minvoiced
2 July 2024Theo Teams - Meeting with Theo going through several other issues in the system - Date on task creation card to prompt user when its due - Task list to scroll back to opened task portal position - Waiting on info prompted for every time a contact is added while in the waiting on infoCaleb Harvey0h 30minvoiced
2 July 2024Alternating WF User - Changing RM3 - Mathew to WF2 - Mathew - Creating a serialised field on the job table counting up for correct ordering - Creating a job - job relationship sorted by using the serialised field to find the previously created job details - Add a new non-replaceable calculation that only calculates on creation - Make the calculation look for the previous jobs WF User and set the opposite of the two - This will now alternate WF Users automatically every time a new job is createdCaleb Harvey0h 30minvoiced
2 July 2024Job Status Auto Change to Converted and Create RFI Task - Add a record commit script trigger on the layout for the RFI Webform - Highlight every field and add a script trigger to commit the records which will trigger the other commit script parameter - Create a new script parameter on the webform table for this parameter to point to - Check if the job status is in "Quote" and the user name is "Webform" perform a script on the server that changes the status of the job to converted, creates a job status history record to reflect this and removes all pending communications related to the quote status - Give the webform user the correct permissions in order to append/remove form these tables - Within the same parameter, check if a pending RFI task exists against the job or not - I the is no current pending task and the RFI is modified, create a new RFI Checking task - Test both of these new additions against the test job with successCaleb Harvey2h 30minvoiced
2 July 2024Update User Tasks When Contact Employee Name is Changed - Go to the contact update that is applied when first or last name fields are changed - Add a case to the script step to find all communications where the contact is the owner - Filter out the communications/tasks that have been completed - Update all remaining tasks on the server side - SuccessCaleb Harvey0h 30minvoiced
2 July 2024Return to Previous Layout When Saving Job - Find the script step where the job sends the user back to the job screen - Add a case in the script to find the historical layout data and go to the previous layout if one exists rather than the job list - Change the case in the owner search field to only fill it with the current users ID if the search is empty - Test against several tasks with successCaleb Harvey0h 30minvoiced
2 July 2024Clicking Job Number Takes User to Job - Testing clicking the job number on multiple types of tasks - Issues with the auto created tasks - Seeing the field used to send through the job ID is coming through as blank on the problem tasks - Checking that all job tasks in the system contain a Job ID field - Using the Job ID field rather than the relationship - SuccessCaleb Harvey0h 45minvoiced
2 July 2024Deleting Non-Required Tasks - Filter all Tasks that aren't completed and are linked to a communication template - Exporting list in case of need to reupload - DeletingCaleb Harvey0h 30minvoiced
2 July 2024Phone Call to Theo - Going through document and discussing any issues/requirements - Completed the first step of removing the task auto generation in the templatesCaleb Harvey0h 30minvoiced
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