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Allow DFRs to become inactive once imported

We have set up routing to have project managers approve daily field reports and then they imported for payroll at the end of the week.  Once  imported we would like the ability to automatically make them inactive and cleared from project managers tasks list. Currently we have to add an unnecessary step of changing the status in each daily field report to inactive after import.

  • Dennis Tanner
  • Jan 30 2017
  • In Review
Company Freeland Construction Company
Job Title / Role Information Systems Integrator
I need it... 1 month
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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