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#2622 - Reporting of Additional Assigned User

Open Feature created by sgi 9 months ago

Hi,
I asked in the topic #2575 for the dashlet feature and my colleges have some other ideas to make this plugin better :):

  • is it possible to add the additional assigned user field in the reporting module, so that we can report these users?
  • is it possible to add the additional assigned user field in the project module? Mostly our field service and the inhouse service work on the same project and now it's not easy for them to track the status of projects (the assignment of office and field service is not rigid, but is reassembled for each project).

Best reards,
sgi

  1. sgi member avatar

    sgi

    9 months ago

    Hi,
    does this also work in the Dashlet search?

    BR

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      9 months ago

      The My Items on dashlets will search for both Assigned Users and Additional Assigned Users.The Assigned to filter does not currently search Additional Assigned Users as well. That could definitely be added if you would find that useful to have. Not sure if you are using the SecuritySuite Enterprise yet, but if so, let me know if you would use this functionality.

      Let me know if you have any other questions.

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      6 months ago

      Dashlet filters now support the Additional Assigned Users in the 3.1.20 release that is now available under your purchases at https://store.suitecrm.com/orders.

      Install using Module Loader WITHOUT installing first. Leave the existing version. Then be sure to run the following after installation:

      • Quick Repair & Rebuild
      • Rebuild Relationships
      • Repair Roles

      Let me know if you have any questions or run into anything.

      Thanks!
      -Jason

  2. sgi member avatar

    sgi

    9 months ago

    Hi,
    yes, that would really be very interesting for us. In the studio you can already add the field additional assigned user to the dashlet search, but then you can't use the dashlet anymore...

    Yes, we have licensed the Enterprise :)

    BR

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      9 months ago

      I'll take a look at the dashlet issue and follow up with you.

  3. eggsurplus member avatar

    eggsurplus Provider Affiliate

    9 months ago

    Moving this over to a new case to keep it separated.

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