Job Home Fields
This section describes the fields and actions on the Job Home workspace.
Header Fields
Header Actions
Action | Description |
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+ New Job | Click this action to create a job. |
Click this action to refresh data in the current workspace. | |
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Click to display the list view. Click to display the detailed view. |
Save | Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made. |
Revert | Click this action to undo changes made to the current record, or to any of its lines. |
Submit | Click this action to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
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Approval | In the Job Home workspace, this dropdown list includes the following actions:
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Other Actions | In the Job Home workspace, this dropdown list includes the following actions:
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- Related Topics:
- Information Tab
This section describes the fields and actions on the Information tab of the Job Home workspace. - Customer Tab
This section describes the fields and actions on the Customer tab of the Jobs workspace. - Subjobs Tab
This section describes the fields and actions on the Subjobs tab of the Jobs workspace. - Tasks Tab
This section describes the fields and actions on the Tasks tab of the Job Home workspace. - Employees Tab
This section describes the fields and actions on the Employees tab of the Job Home workspace. - Prices Tab
This section describes the fields and actions on the Prices tab of the Job Home workspace. - Exchange Rates Tab
This section describes the fields and actions on the Exchange Rates tab of the Job Home workspace. - Documents Tab
This section describes the fields and actions on the Documents tab of the Job Home workspace. - Invoicing Plan Tab
This section describes the fields and actions on the Invoicing Plan tab of the Job Home workspace. - Entries Tab
This section describes the fields and actions on the Entries tab of the Job Home workspace. - Subscription Orders Tab
This section describes the fields and actions on the Subscription Orders tab of the Job Home workspace. The Subscription Orders tab is displayed when there are subscription orders linked to jobs only. Use the info bubbles to view more information related to the subscription order or to view the subscription order in the Subscription Orders workspace. - Sales Orders Tab
This section describes the fields and actions on the Sales Orders tab of the Job Home workspace. The Sales Orders tab is displayed when there are sales orders linked to jobs only. Use the info bubbles to view more information related to the sales order or to view the sales order in the Sales Orders workspace. - Pending Actions Tab
This section describes the fields and actions on the Pending Actions tab of the Job Home workspace.
Parent Topic: Job Home