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 Removedenter Code and Name (no spaces in Code) Image RemovedSave

Image Removed

Image Removedadd Attributes by selecting 'Attributes'

attributes lines become the columns on a screen

Image Removedselect attribute type
     Image Removed

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

Image Removed

ii.  Create a new Profile

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

Image Removed

Image Removedselect 'New Profile'Image Removedenter 'Profile' Name'. It is vital that you maintain the naming convention of ‘WebDaysheet’[JobCode] Image Removedsave

Image Removed

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

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

Image Removed

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

iii. Assign Jobs to Profile

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

Image Removed

Image Removedtick 'selected' Image Removedsave

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

Image Removed

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 Removed

b. New Profile

Image Removed

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

Populate new Profile

Image Removed

Print Report

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

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

Image Removed

Next Steps: