SQL search folder for project references configurable
Operating mode
Cloud Suite
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
For project references (e.g. the project on services, expenses and outlays) a Sql folder with a search dialog can be configured and stored as a template. When searching via button with the three dots this folder is displayed folder instead of showing standard Vertec project search.
You create such a template folder by creating an SQL folder, defining the desired search fields and setting the List Settings in it so that they are suitable for the project search.
It is important that as a class Projekt
or Project
is registered and the option Suchdialog anzeigen
is activated.
The SQL folder is defined in the system settings project/case > Template folder for project search:
In the List Settings for project fields, the ControledtProjekt
when you click on the three dots, this folder is automatically shown:
When the dialog opens, the list shows the projects on which the user has entered services within the last month.
Only projects are displayed or found for which the logged-in user is allowed to enter.