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'  enter Code and Name (no spaces in Code) Save

add Attributes by selecting 'Attributes'

attributes lines become the columns on a screen

select attribute type
     

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

ii.  Create a new Profile

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

select 'New Profile'enter 'Profile' Name'. It is vital that you maintain the naming convention of ‘WebDaysheet’[JobCode] save

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

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

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

iii. Assign Jobs to Profile

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

tick 'selected' save

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

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

b. New Profile

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

Populate new Profile

Print Report

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

Select ‘Print Daysheet’ (or ‘Print All’)

Next Steps: