Skip to main content
Solved

Set Defaults in Create Project Wizard

  • January 29, 2021
  • 2 replies
  • 238 views

Mark.Feldpausch
Sidekick (Customer)
Forum|alt.badge.img+8

Is there any way to manage the default behavior of boxes in the Create Project Wizard?  For example, I’d like to default Project Unique Procurement and Project Unique Billing to checked.

 

 

Best answer by anbouk

Mark,

Unfortunately, I am not aware of any option to update the defaults in this wizard.

A workaround would be to create a custom event that set them based on a new project being created?

Regards,
Antony

View original
Did this topic help you find an answer to your question?
This topic has been closed for comments

2 replies

anbouk
Superhero (Employee)
Forum|alt.badge.img+16
  • Superhero (Employee)
  • 225 replies
  • Answer
  • February 3, 2021

Mark,

Unfortunately, I am not aware of any option to update the defaults in this wizard.

A workaround would be to create a custom event that set them based on a new project being created?

Regards,
Antony


dhlelk
Superhero
Forum|alt.badge.img+15
  • Superhero
  • 200 replies
  • February 4, 2021

Hi @Mark.Feldpausch,

I had a look at the IEE client code (App10 UPD10) and these checkbox values are default set as unchecked from the client code.
They don't depend on any basic data or any type of project configurations defined.

I would second the workaround given by @anbouk to create a custom event that set them based on a new project being created.
However, if you really want to set defaults in Create Project Wizard, then it needs to be handled via an IFS customization.

Cheers !
Dhananjaya.


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings