Activity list

This procedure is used to get a summary of all activities registered/planned for parts, customers, suppliers, cases, projects, customer orders, inquires, personnel, purchase orders, stock orders, and projects. You can change responsible person, as well as update performed by, reported date, and status. You can use the list to monitor activities with a certain status. You can also print all activities regardless of their status.

Select one activity type at a time.

In the procedure there is an activity log in which you can follow up on activities for a certain period and see who performed the reporting and what has been reported.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.