I should note that all my users would be accessing this tool through the web.
Controlling the list of materials that appear on the multiple material toolbox dialog
One of my users has asked me whether or not it is possible to control the initial list of materials that show up on the "add multiple materials" dialog?
When selecting this tool from the toolbox, a number of materials show up first and the user has to click a radio button to get to the entire list of materials. He would like me to trim down the first list so that only the most frequently used materials appear in the dialog.
Is this possible?
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Angelyn, in my experience, this is all Category based, and not user based. So you'd have to work with your users to determine what those "common" materials are for each Category. That list that appears for the toolkit is your same list as the Work Category Setup under the Materials tab associated to each Category. So you could go thru Work Category Setup for each Category, and "disassociate" the uncommon materials from each category, leaving only the ones they want. We're using the iOS app, and at this time there is no "Show All" option on iOS. As long as you're using the Web (where that option does exist) and your users have permission to "Show All", that should work fine. Hope that answers what you're asking!
Hi Angelyn, Tom's exactly right... all the resources (Employees, Equipment, Materials, Contractors) are broken out by Category just like the other work codes are (Problem, Task and Cause). They're associated or disassociated in the Category module, and personally I think this is best managed in Lucity Desktop.
There's a Work Option (Work >> Administration >> Work Options) that allows you to "automatically associate sub-categories", too. So if you have four categories under the parent category 'Sewer', for instance, everything associated to Sewer will also be associated to the four sub-categories.
Thanks for the input Tom and Steve.
I'll go through and trim down the uncommon items and see how that works for my users.