Vista allows you to integrate Field Ticket information with JC Field Tickets and JC Progress Entry.
Key features of the Field Tickets integration with Vista include:
- Open Field Tickets can be assigned to progress entry
sequences, enabling you to link related costs to specific work activity on a
job, and facilitate owner billing.
- You cannot associate Field Tickets with a status of Closed, Approved, Rejected, or Billed with a progress entry batch in Vista.
- After Field Tickets are approved in the Field Ticket Dashboard, the approval
status is updated in the Vista JC Field Tickets form.
-
In the JC Field Tickets form Ticket Approved By and Ticket Date Approved fields are display only on the Info tab and are only populated when a field ticket is approved in Field Management.
-
- Notes and Modified
By information can be enabled for view in the Vista JC
Progress Entry form.
- Enable portal setting Enable Last Modified By (Requires udModifiedBy on JC Progress Entry) to autofill the name of the user who modified the progress line. Setting location: .
-
Enable portal setting Enable Notes Entry (Requires udNotes on JC Progress Entry) to add a note field on each phase and display notes in Vista JC Progress Entry. Setting location: .
Note: Refresh synonyms after udNotes and/or udModifiedBy fields are added. .