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Limit Crafts available to pick from based on which job is selected

Currently within the Grid Timecard, when users go to choose a craft they are given a list of ALL crafts in the system to choose from. We would like it if we were able to assign a specific list of crafts to jobs and have them be the only options available to choose from.

  • Brittany Linton
  • Oct 10 2023
Company Setterlin Building Company
Job Title / Role Payroll & IT Manager
I need it... 3 months
  • Attach files
  • Kevin Halme commented
    October 10, 2023 18:02

    This is possible with a custom lookup. You can even go futher if needed and add a UD table for allowable classes on the Phases and restrict the classes available by phase. We used this for a client to ensure prevailing wage compliance.


    Kevin Halme | Constructive Tech + Finance Solutions

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