From ticket form to work contract

In the seventh part of our blog series Step by Step to a Ticket System, you saw how to create a ticket for a work contract and configure a view to be able to check the state of the work on the tickets. Today you will learn how to create work contracts directly from the ticket form using a button. To do that, we have to make the command for the forms available in the first step so that we can make work contracts directly from the ticket forms via a button. That is how you will make the command for forms available in the first step, in order to complete the second step in the form template and assign the new command.

Make the command for forms available

Do you still remember the configuration of the work contracts and the derivation mechanism? If you need to, you can read it again here.

Open the organizational unit to get started and change to manage the components in the menu under organizational units/components. There, select the command server … for products (CoreProcess) and place a check in the Form box of the command that was defined in the last entry, Derive work contracts.

Den Befehl für Formulare aktivieren

Activate the command for forms

Add the button to the form and configure

The command to create work contracts from forms is now activated to use, but it can still not be used in the desired ticket form. Open the view Templates from the view group Administration. Check out the form for the tickets.

Ticketvorlage ausleihen

Check out ticket templates

Now, open the form in the in-STEP BLUE form designer. Create a place underneath the description and add the following elements:

  1. Label with the description (Property: Caption) Work contract
  2. A IsCmdButton
  3. A ReferringObjects Element
Das Ticket-Formular erweitern

Expand the ticket form

Configure the button like this:

Caption Enter the description of the button here.
CmdName is the name of the command to be executed, as it was determined in the configuration in the previous blog entry.
CmdServerProdId is a unique indicator of the CommandServer … for Products (CoreProcess).

Die Konfiguration der Schaltfläche

The configuration of the button.

The referring objects element can be configured thus:

Here, enter as the property the property of the work contract that refer to the tickets. Because this is not a property of the ticket, the category name must also be explicitly entered here.

Die Konfiguration des referenzierenden Objekts

The configuration of the referencing object

Now, save the form template and check it back into in-STEP BLUE. And you are already finished. Through this adaptation you can create new work contracts directly in the form. This opens and can be edited immediately. When you check the work contract back it, it appears immediately in the list of the work contracts under the new buttons

Arbeitsauftrag direkt im Formular anlegen

Create work contract directly in the form.

In the next entry in the blog series, we will get to know different paths to export your tickets to Excel. Just follow along and make your own ticket system step by step. And if you have questions or ideas, just get in touch with us at service@microtool.de or 030/467086-20. We are looking forward to your feedback.

Axel Höner is an expert for the integration of in-STEP BLUE and other microTOOL software products into IT environments of any size. A certified Project Management Expert (IPMA), he specializes in consulting and process optimization.

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