Order Type Form Description

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Order Type Form Description

Once an Order Type instance has been selected you will notice the following sections in the form:

 

08orderTypeExamplePane

 

 

1

Button bar

Copy

 

New Task

Create a new Order Task to be added to this Order Type – popup window form appears

Relate extra fields to task

Create extra fields for a given Order Task

Copy related extrafields to task

Copy all extra fields from one task to another

Create new

Create a completely new Order Type instance

Delete

Delete the opened Order Type instance

Close Form

Close the opened Order Type form

2

Search area for locating existing Order Types – Dropdown list or type in the name of the Order Type

3

Summary details area for the opened Order Type including:

-the initial queue this Order Type’s first Order Task is assigned to,

-wether the lead time is in Days or Minutes,

-Tick box for making the first Order Task into Accepted status,

-brief description field,

-OrderNameTemplate field for assigning names automatically based on a given numeric value and/or field/s criteria

4

Display pane containing the following tabs of information:

-List of Order Tasks for this Order Type

-List of all Orders that are associated with this Order Type

-The graphical display of this Order Type’s workflow

5

List of all extrafields relating to particular Order Tasks - optional