System Variable Grouping: New Job
Use the System Variables in this grouping to control the settings that affect how new jobs are created in WorkBook.
Using these System Variables, you can determine how new jobs should be set up. You can control what data to show in the Debtor drop-down list, if you can change the credit maximum setting or not, what the default job status is, and so on.
- Related Topics:
- System Variable 304: Allow to Change Job Billable Settings on an Existing Job
Use System Variable 304: Allow to Change Job Billable Settings on an Existing Job to determine if the billable settings of an existing job should be changeable from billable to non-billable and vice versa. - System Variable 411: Selecting a Debtor is Required When Creating a New Job
Use this System Variable to determine if users should be required to select a debtor when creating a job. - System Variable 413: Data to Show in Debtors List When Creating a New Job
Use this System Variable to determine the format and which debtor information should appear in the job creation dialog box. - System Variable 434: Create New Job: Default Expenditures Account Value (Only Used for Client and Pipeline Jobs)
Use this System Variable to determine what the default Expenditure Account field value should be on newly created jobs. - System Variable 470: Client Credit Maximum Check
Use this System Variable to determine the credit maximum value that should be applied to new clients. - System Variable 471: Client Credit Maximum Check: Allow to Override the Default Setting on Specific Clients
Use this System Variable to determine if the credit maximum setting can be changed on specific clients. - System Variable 551: Create Job: Default Job Status
Use System Variable 551: Create Job: Default Job Status to determine the default status that should be suggested when creating new jobs. - System Variable 566: Default Value for Time Sheet Description Required When Creating a New Job
Use this System Variable to determine if new jobs should have the Description is Required in Time Sheet option enabled. - System Variable 586: Create New Company: Default Company Suggested
Use this System Variable to determine the default company that should be suggested when creating jobs. - System Variable 598: Default Job Team When Creating a New Job (Will Only Impact Using API Request)
Use this System Variable to determine the job team that should be assigned to a new job when using API requests. - System Variable 652: Create New Job: Allowed Job Status Values (0,1,2,3)
Use this System Variable to determine the statuses that should be used or selected at job creation. - System Variable 759: Add Description Data From Job Type Template Upon Job Creation
Use this System Variable to determine if the job description data should be added to the job upon creation. - System Variable 824: Raise a Notification to the User Set as the Project Manager on a Job
Use System Variable 824: Raise a Notification to the User Set as the Project Manager on a Job to determine if the project manager assigned to a new job should be notified. - System Variable 825: Notify Job Project Manager if a Portal User have Created a New Job Where this User is Set as the Project Manager
Use System Variable 825: Notify Job Project Manager if a Portal User have Created a New Job Where this User is Set as the Project Manager to determine if the project manager and/or account manager should be notified if a portal user has created a new job for them. - System Variable 847: Create New Job, Auto Suggest Job Name
Use System Variable 847: Create New Job, Auto Suggest Job Name to determine the name that should be suggested when creating new jobs - System Variable 901: Automatically Insert this Document Template as the Job Briefing When Creating a New Job
Use this System Variable to determine which document template should be used as the job briefing when creating new jobs. - System Variable 938: Notify Specific Users When a New Job is Created
Use System Variable 938: Notify Specific Users When a New Job is Created to determine the users who should be notified when a new job is created. - System Variable 945: Enable Notification Type 160 Calendar Appointments
WorkBook no longer supports this setting. - System Variable 951: Notify Job Project Manager by Email whenever a New Job is Created by another User
Use System Variable 951: Notify Job Project Manager by Email Whenever a New Job is Created by another User to determine if project managers should be notified when another user creates a new job. - System Variable 986: Mask to Apply for Job Folder Name When Creating a New Job
Use this System Variable to determine if custom job folder names should be allowed.
Parent Topic: Descriptions