Nic at 23:53, 2 November 2017

2017-11-02T23:53:37Z

← Older revision		Revision as of 18:53, 2 November 2017
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	# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;		# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;
	# Choose '''Keyword''' in the '''Selection Type''' dropdown;		# Choose '''Keyword''' in the '''Selection Type''' dropdown;
	# Choose whether to only look at '''Job ~~Numbers~~''', '''Job ~~Names~~''' or both '''Job ~~Numbers and Names~~''';		# Choose whether to only look at '''Job Number''', '''Job Name''' or both '''Job Number or Name''';
	# Choose whether to look at '''Starting''', '''Containing''' or '''Ending''' with the chosen keyword;		# Choose whether to look at '''Starting''', '''Containing''' or '''Ending''' with the chosen keyword;
	# Type in the '''Keyword''' with which to select;		# Type in the '''Keyword''' with which to select;

Nic at 23:51, 2 November 2017

2017-11-02T23:51:49Z

← Older revision		Revision as of 18:51, 2 November 2017
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	# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;		# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;
	# Choose '''Keyword''' in the '''Selection Type''' dropdown;		# Choose '''Keyword''' in the '''Selection Type''' dropdown;
			# Choose whether to only look at '''Job Numbers''', '''Job Names''' or both '''Job Numbers and Names''';
			# Choose whether to look at '''Starting''', '''Containing''' or '''Ending''' with the chosen keyword;
	# Type in the '''Keyword''' with which to select;		# Type in the '''Keyword''' with which to select;
	# Click '''OK''';		# Click '''OK''';

Nic: Created page with "== Overview == BudgetLink has the ability to have job groups which can be used to control the list of jobs available. Many rules can be added to a job group to..."

2015-01-15T22:20:36Z

Created page with "== Overview == BudgetLink has the ability to have job groups which can be used to control the list of jobs available. Many rules can be added to a job group to..."

New page

== Overview ==

BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. Many rules can be added to a job group to determine which jobs will be included in the job group.

== Including or Excluding Job ==

When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. In other words, exclude rules are stronger than include rules.

As such, if you create a job group where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list.

== Selecting header jobs ==

When selecting header jobs, all children and grand-children of the header jobs are considered selected. This applies when including or excluding jobs and allows you to build rules purely using the headers for speed purpose.

Of note, if you include the header job and the detail job underneath, the detail job will only be included once.

== Using lists to select jobs ==

[[File:JobGroupRuleList.png|300px|thumb|right|Using a list to select jobs.]]

When adding rules, you have the ability to select jobs using a '''list''' by ticking the jobs that you wish to include (or exclude). This approach is particularly suited when the jobs sit in various areas of the complete list.

To select jobs using the list approach, follow these instructions.

# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;
# Choose '''List''' in the '''Selection Type''' dropdown;
# Tick the jobs to include or exclude;
# Click '''OK''';

<br clear=all>

== Using a range to select jobs ==

[[File:JobGroupRuleRange.png|300px|thumb|right|Using a range to select jobs.]]

When adding rules, you have the ability to select jobs using a '''range'''. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. This approach is particularly suited when the jobs sit in a specific area of the complete list.

To select jobs using the range approach, follow these instructions.

# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;
# Choose '''Range''' in the '''Selection Type''' dropdown;
# Select the first job to in the '''From''' dropdown;
# Select the last job to in the '''To''' dropdown;
# Click '''OK''';

<br clear=all>

== Keyword Approach ==

[[File:JobGroupRuleKeyword.png|300px|thumb|right|Using a keyword to select jobs.]]

When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. This approach is particularly suited if your jobs are named in such a way that specific keywords can be used.

As an example, entering the word '''Maintenance''' will include all jobs which contain the text '''Maintenance'''.

To select jobs using the keyword approach, follow these instructions.

# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;
# Choose '''Keyword''' in the '''Selection Type''' dropdown;
# Type in the '''Keyword''' with which to select;
# Click '''OK''';

<br clear=all>

== Related Topics ==

* [[Job Groups]]
* [[Jobs]]

[[Category:How To Guides]]

Controlling a job group using rules - Revision history

Nic at 23:53, 2 November 2017

Nic at 23:51, 2 November 2017

Nic: Created page with "== Overview == BudgetLink has the ability to have job groups which can be used to control the list of jobs available. Many rules can be added to a job group to..."