Overview:

Organisations may wish to create different Daily Diary Dashboard Buttons for different Projects (Jobs).
Workbench provides this functionality through multiple Profiles to which a Project (Jobs) may be assigned.

Screen Guide:

i. Create a new EAV (Entity Attribute Values) Class

select 'Add Class'  Image Addedenter Code and Name (no spaces in Code) Image AddedSave

Image Added

Image Addedadd Attributes by selecting 'Attributes'

attributes lines become the columns on a screen

Image Addedselect attribute type
     Image Added

Image Addedselect 'Lookup Code' if attribute type 'Lookup' had been selected
     Image Added
     see also  Metadata that includes Companies
Image Addedenter Code, without any spaces
Image Addedenter Name
Image Addedenter Priority, the sequence the line will appear as a column on the screen
Image Addedenter/tick other appropriate fields
Image Addedsave

Image Added

ii.  Create a new Profile

Image AddedDashboard Management from Setup - Daily Diary Setup - Daily Diary Dashboard Maintenance

Image Added

Image Addedselect 'New Profile'Image Addedenter 'Profile' Name'. It is vital that you maintain the naming convention of ‘WebDaysheet’[JobCode] Image Addedsave

Image Added

the Profile has lines from the 'default' Profile attached automatically

Image Addedhide lines (buttons) that have been populated from the default profile by un-ticking 'visible'
Image Addedadd the new Class set up in i. above by selecting it from the 'page' dropdown list and entering 'name'
Image Addedsave

Image Added

 Url on bottom right is automatically populated from the Class record = ~/Tablet/TabletEAV.aspx/GetByClass?wbClassId=99

iii. Assign Jobs to Profile

Image Addedwith the Profile displayed, select Jobs (optionally, select Job in Filter)

Image Added

Image Addedtick 'selected' Image Addedsave

Observe that the Job(s) has been added by changing and re-applying the filters 

Image Added

iv. Effect in Daily Diary

Observe that the Columns on the Sub Contractor Button align with the Attributes on the new Class

a. Default Profile

Image Added

b. New Profile

Image Added

If the User changes the Job Number in the Header, the User is returned to the Dashboard

Populate new Profile

Image Added

Print Report

From Workbench Dashboard (or any Daily Diary Screen) with Print Daysheet

Image AddedSelect ‘Print Daysheet’ (or ‘Print All’)

Image Added

Next Steps: