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Hello all,
First of all, a big thank you to all the ProjeQtor Team.
You have a really nice tool.
I found your tool a couple of month ago. I am really new. And I have some trouble to align the tool to my needs.
For example, I don't need all the options, and I would like to hide some fields.
For example: on the project side, there are a multitude of option as: Health Status, quality level, Trend, bill contract, contract code etc... that I don't really need.
After I wanted to personalize the lists of values of "Status", I created 6 related to my needs. And just one appear as an option in the field...
I read the manual, but there aren't much information about "how to personalize?"
And I suggest you to create a main forum category about the personalization topics, I really believe this can be helpful.
Thank you for your help
Sincerely,
SteF
Hi,
For example: on the project side, there are a multitude of option as: Health Status, quality level, Trend, bill contract, contract code etc... that I don't really need.
You must change some code for this.
In /model search for object with name of item you want to change possibliy with Main extension (for instance /model/ActivityMain.php for Activities). There, in the array $_fieldsAttributes, add a line for your fields with attribute "hidden". That's all.
After I wanted to personalize the lists of values of "Status", I created 6 related to my needs. And just one appear as an option in the field...
It is because your new fields are not integrated in Workflows.
Have a look at /automation/workflows.
Hi,
I modified the "default" workflow and it is working fine.
By curiosity, if I want to create a new workflow. How can I set up this new workflow running instead of the default one.
I didn't find it.
Thank you again.
dem
You have to define the workflow on each type (type of activities, type of tickets,...).
If you want to replace default for all, best is just update deault...