Upon successful completion of importing jobs, the system tells you how many records were imported. Could it also create and offer to view a log showing the customer alerts for those jobs that were new?

The alerts appear when adding a new job manually, and one client feels it is important to view the alerts when importing as well.

Steve

Hi Steve,

So to clarify, because when creating a new job manually, a customer Alert pops when the customer code is selected from the field, your client would like to see a logged list of all the customer alerts that would have appeared for new jobs created by importing them, had they been entered manually? Even though the jobs have been created and it's too late to act on the alert prior to saving?

Since the alert text is essentially static from the customer record, I bet this could be created as a GridView workspace, with a view based on the Job Master, filtered to the new jobs just imported in some way, and a calculated column using a GetLinkedValue formula to a second view based on the customer alert file, for the alert text that appears when editing a job.

I can pass the suggestion along, but I suspect the GridView route would give faster results to your client.

I created the GridView workspace. It was a bit tricky because of the way the Alert data is stored, but I think it will do the trick.

I had to turn around the links so that the view was based on the Alert table, to handle the scenario where there was more than one customer alert. If anyone wants to see what I did, contact me.

Thanks for the idea.

Steve