Tuesday, August 9, 2022

The Forms Exclusion Filter

Hello everyone! This post is for all of you who already make use of our powerful Forms features (and of course, all of you who don't will be very interested in learning what Timecard v10 can do...). As you are probably aware already, Timecard can use Form Filters so that you only see them on certain jobs. This is incredibly useful since you can tie these forms to specific projects or activities that may need to have a very specific form that only applies to those tasks.

But there is another scenario that is the exact opposite of this situation... What if you have a large list of tasks that share a common form, but you don't need/want this form to show for one specific task (e.g. like "Travel Time", "Meeting", "Internal Training")? For that case, we have created the Exclusion Filter!

Let's see how to set it up: First we would go to the Administration tab and select "Manage Custom Fields/Forms":

Then we can choose the form that we want to add a task filter to (to prevent it showing on a specific set of tasks). For that, we scroll down until we find the "Exclusion" section:

Inside the text box is where we'll type the tasks that we want to have excluded from displaying the form in question. In this example, we are going to add the ones mentioned above:

Now, when we go back to Timecard v10, we should be able to clock in on any task other than the ones listed in the exclusion filter and see the "Property Damage Report" form:

But when we punch in to one of the three excluded tasks, the unneeded form will no longer be listed:

That's all for now! Let us know if you have any questions or comments below.


--Econz Team

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