Scenario: Looking to receive an email notice when an Applicant submits their application. Note: This solution assumes the recruiters have VA User profiles, if not you can join PREHFullName or HRRM to get the email address.  Example Solution: Create the SQL View below and grant select to VCSUsers Open the [...]

Scenario: Looking to receive an email notice when Employee ACH (DD) Accounts Change Example Solution: Open the WF Notifier Queries form Create a new Record by entering CTS_BankInfoChange in the Query Name Field Enter Reports any bank info changes in the Title Field Enter Created by CTS-Kevin Halme on 2023.05.29 to report [...]

Scenario: Looking to receive an daily email of any ACH account changes on Vendors in the past day. Example Solution: Open the VA Inquiries form Create a new Record by entering CTS_VendorInfoChangeNotifier in the Query Name Field Enter Vendor ACH Information Change Notifier in the Title Field Enter Created on 9/5/2023 by [...]

Scenario: Looking to receive an weekly email with the number of outstanding invoices, age, and dollar amount by Reviewer and Month. Modify SQL as needed if you need multi-company support, etc. Example Solution: Open the VA Inquiries form Create a new Record by entering CTS_APUISummary in the Query Name Field Enter [...]

Scenario: User wants to be able to attach one set of attachments and be able to access those attachments from any of the lines in a GL Journal Entry. Example Solution: Open SSMS (SQL Management Studio) and connect to your SQL Server Copy and paste the SQL Query below into [...]

Scenario: Users would like to be able to drill into a Vista from while in a report to get more details or change values on a form. This can be used in both SSRS reports and Crystal Reports. UPDATE: After writing this post, we ran across documentation for Viewpoint on [...]

Scenario: When you want a notifier to send an email on schedule even when no results are found, we can use the method described below to get the notifier to run and return a notice that no result was found. Basic Template: Here is a basic template of the concept [...]

Scenario: If you have a custom lookup that returns blank when a field isn't setup, you might want to tell the user to use another list. Requirements: These steps assume that you own the UD Module. If you don't own the UD Module, you could perform steps 1-4 with a [...]

Scenario: Want to have a list of commitments (subcontracts and purchase orders) by Job without having to run multiple reports. Requirements: None Example Solution: Open the VA Inquiries form Enter udPMCommitments in the Query Name field Enter PM Project Commitments (SL & PO) in the title and description fields Type [...]