December 2007 Edition
Feature Spotlight: Workflow Scheduling to Document Type Forms
Q&A with Technical Support: Changing the Date Format in Workgroups Portal
Smart Tip of the Month: Preventing Actions on Records
Additional Resources: Invoicing Documentation Available Online
Knowledge Builder: New Articles
Feature Spotlight: Workflow Scheduling to Document Type Forms
Advanced Workflow and Scheduling 4.0 includes a Design document type under the Job folder type which can be assigned to specific tasks in the schedule. The included Design Ticket includes a small grid which displays the related activity when the activity is ready or is in process. Users can start and finish their activities from this form and also jump to the Job Recorder in Workgroups Portal. The Advanced Workflow and Scheduling functionality on the Design ticket can be moved to other document type records. Knowledge Base article 16304 provides instructions for adding this functionality to other document type forms.
For more information visit:
http://www.meta-comm.com/support/knowledge_base/article.asp?id=16304
Q&A with Technical Support: Un-post an Invoice
How can I change the Date format in Workgroups Portal?
Date formats in browsers such as Firefox, Internet Explorer and Safari can be changed to reflect region or personal preference. Depending on the browser, there are different methods for changing the date format. Safari's date formats are controlled by the OS X date format and language settings, which can be found in the International Setting section of the Date Time system preference window. Firefox and Internet Explorer date formats are controlled by the language set for each browser in the browser's preferences. For full details on changing the date formats, see Knowledge Base article 16303.
For more information visit:
http://www.meta-comm.com/support/knowledge_base/article.asp?id=16303
Smart Tip of the Month: Preventing Actions on Records
Have you ever wanted to prevent someone from editing specific records in Virtual Ticket? Suppose you would like to prevent someone from editing the job or any attached records once the job is closed. The example in Knowledge Base article 16302 uses MetaScript to prevent add, edit and delete actions on specific Virtual Ticket forms. This would allow the administrator to establish specific criteria for when records can be added, updated or deleted based on information already in the database. A downloadable example provides form examples of the MetaScript's use.
For more information visit:
http://www.meta-comm.com/support/knowledge_base/article.asp?id=16302
Additional Resources: Invoicing Documentation Available Online
Documentation for the Invoicing functionality recently included in Workgroups Portal can be found on the MetaCommunications web site. This updated documentation contains new screen shots and has been revised with descriptions of how to use new and existing features via Workgroups Portal.
For more information visit:
http://www.meta-comm.com/documentation/
Knowledge Builder
New articles this month
16302 - Preventing Actions with MetaScript
This article provides examples for preventing actions (add, update, delete) on forms through the use of MetaScript.
http://www.meta-comm.com/support/knowledge_base/article.asp?id=16302
16303 - Changing Date Formats in Safari, Firefox and Internet Explorer
This article describes the process for changing the date formats in the browsers supported by the MetaCommunications Workgroups Portal.
http://www.meta-comm.com/support/knowledge_base/article.asp?id=16303
16304 - Including Advanced Workflow and Scheduling Grids on Document Type Forms
This article describes how to incorporate the Design Ticket grid functionality of Advanced Workflow and Scheduling to other document type forms.
http://www.meta-comm.com/support/knowledge_base/article.asp?id=16304
16305 - Error Message During Upgrade When SQL Server Name Has Changed
This article describes an error message that may appear while upgrading a Workgroups database if the SQL Server name has changed since the original installation or previous upgrade.
http://www.meta-comm.com/support/knowledge_base/article.asp?id=16305
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