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Difference between revisions of "Controlling a job set using rules"
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Controlling a job set using rules (view source)
Revision as of 00:33, 6 September 2013
, 00:33, 6 September 2013no edit summary
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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 | == 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 | == 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 | == 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 | == Contact Approach == | ||
[[File:JobSetRuleContact.png|300px|thumb|right|Using a | [[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 | == Manager Approach == | ||
[[File:JobSetRuleManager.png|300px|thumb|right|Using a | [[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> | ||