Controlling a job set using rules - Revision history

Nic at 06:36, 6 September 2013

2013-09-06T06:36:12Z

← Older revision		Revision as of 01:36, 6 September 2013
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	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.		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.

	To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in ~~it's~~ hierarchy gets included.		To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in its hierarchy gets included.

	As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''.		As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''.
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	MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules.		MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules.

	To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in ~~it's~~ hierarchy gets included.		To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in its hierarchy gets included.

	To select jobs using the contact approach, follow these instructions.		To select jobs using the contact approach, follow these instructions.
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	MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.		MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.

	To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in ~~it's~~ hierarchy gets included.		To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in its hierarchy gets included.

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

Nic at 06:33, 6 September 2013

2013-09-06T06:33:53Z

← Older revision		Revision as of 01:33, 6 September 2013
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	Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included.		Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included.

	== List ~~Selection~~ ==		== List Approach ==

	[[File:JobSetRuleList.png\|300px\|thumb\|right\|Using a list to select jobs.]]		[[File:JobSetRuleList.png\|300px\|thumb\|right\|Using a list to select jobs.]]
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	To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.		To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.

			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>		<br clear=all>

	== Range ~~Selection~~ ==		== Range Approach ==

	[[File:JobSetRuleRange.png\|300px\|thumb\|right\|Using a range to select jobs.]]		[[File:JobSetRuleRange.png\|300px\|thumb\|right\|Using a range to select jobs.]]
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	To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.		To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.

			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>		<br clear=all>

	== Keyword ~~Selection~~ ==		== Keyword Approach ==

	[[File:JobSetRuleKeyword.png\|300px\|thumb\|right\|Using a keyword to select jobs.]]		[[File:JobSetRuleKeyword.png\|300px\|thumb\|right\|Using a keyword to select jobs.]]
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	As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''.		As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''.

			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>		<br clear=all>

	== Contact ~~Selection~~ ==		== Contact Approach ==

	[[File:JobSetRuleContact.png\|300px\|thumb\|right\|Using a ~~list~~ to select jobs.]]		[[File:JobSetRuleContact.png\|300px\|thumb\|right\|Using a contact to select jobs.]]

	MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules.		MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules.

	To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included.		To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included.

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

			# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;
			# Choose '''Contact''' in the '''Selection Type''' dropdown;
			# Select the contact from the '''Contact''' dropdown;
			# Click '''OK''';

	<br clear=all>		<br clear=all>

	== Manager ~~Selection~~ ==		== Manager Approach ==

	[[File:JobSetRuleManager.png\|300px\|thumb\|right\|Using a ~~list~~ to select jobs.]]		[[File:JobSetRuleManager.png\|300px\|thumb\|right\|Using a manager to select jobs.]]

	MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.		MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.

	To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included.		To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included.

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

			# Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown;
			# Choose '''Manager''' in the '''Selection Type''' dropdown;
			# Select the manager from the '''Manager''' dropdown;
			# Click '''OK''';

	<br clear=all>		<br clear=all>

Nic at 06:27, 6 September 2013

2013-09-06T06:27:58Z

← Older revision		Revision as of 01:27, 6 September 2013
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	== Manager Selection ==		== Manager Selection ==

	[[File:~~JobSetRuletManager~~.png\|300px\|thumb\|right\|Using a list to select jobs.]]		[[File:JobSetRuleManager.png\|300px\|thumb\|right\|Using a list to select jobs.]]

	MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.		MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.

Nic at 06:25, 6 September 2013

2013-09-06T06:25:39Z

← Older revision		Revision as of 01:25, 6 September 2013
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	== List Selection ==		== List Selection ==

	[[File:~~ListJobSetRule~~.png\|300px\|thumb\|right\|Using a list to select jobs.]]		[[File:JobSetRuleList.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)		When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude)
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	== Range Selection ==		== Range Selection ==

			[[File:JobSetRuleRange.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.		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.
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	== Keyword Selection ==		== Keyword Selection ==

	[[File:~~KeywordJobSetRule~~.png\|300px\|thumb\|right\|Using a keyword to select jobs.]]		[[File:JobSetRuleKeyword.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.		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.
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	== Contact Selection ==		== Contact Selection ==

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

	MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules.		MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules.
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	== Manager Selection ==		== Manager Selection ==

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

	MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.		MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.

Nic at 06:22, 6 September 2013

2013-09-06T06:22:43Z

← Older revision		Revision as of 01:22, 6 September 2013
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	To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.		To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.

			<br clear=all>

	== Range Selection ==		== Range Selection ==
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	To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.		To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.

			<br clear=all>

	== Keyword Selection ==		== Keyword Selection ==
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	To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included.		To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included.

			<br clear=all>

	== Manager Selection ==		== Manager Selection ==
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	To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included.		To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included.

			<br clear=all>

	== Related Topics ==		== Related Topics ==

	* [[Job Sets]]		* [[Job Sets]]

Nic at 06:22, 6 September 2013

2013-09-06T06:22:18Z

← Older revision		Revision as of 01:22, 6 September 2013
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	== List Selection ==		== List Selection ==

			[[File:ListJobSetRule.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)		When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude)

Nic at 06:20, 6 September 2013

2013-09-06T06:20:35Z

← Older revision		Revision as of 01:20, 6 September 2013
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	== Keyword Selection ==		== Keyword Selection ==

			[[File:KeywordJobSetRule.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.		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.
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	As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''.		As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''.

			<br clear=all>

	== Contact Selection ==		== Contact Selection ==

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

2013-09-06T06:17:13Z

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

New page

== Overview ==

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

== 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. As such, if you create a job set 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.

== Hierarchy of Jobs ==

BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children.

Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included.

== List Selection ==

When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude)

To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.

== Range Selection ==

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.

To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels.

== Keyword Selection ==

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.

To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in it's hierarchy gets included.

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

== Contact Selection ==

MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules.

To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included.

== Manager Selection ==

MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules.

To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included.

== Related Topics ==

* [[Job Sets]]