Functionality Guide

Reporting Examples

• Reference: Data Tracker - TCP Tracking

• Reference: Signs Reports

• Reference: Markings Reports

• Reference Parking Enterprise Reporting Portal | Citation Reports

• Reference: Finance and Purchasing System

Converting "Created Date" to Month Name

1. Create Field: CREATED_MONTH_FORMULA

2. "equation" field type

3. formula: getDateMonth({CREATED_DATE})

4. Create Field: CREATED_MONTH_NUMBER

5. "number" field type

6. Add conditional rule

   • When every record

   • Set record to [value] - CREATED_MONTH_FORMULA

7. Create field: CREATED_MONTH_NAME

8. "text formula" field type

   • formula: getDateMonthOfYearName({CREATED_DATE})

Approval Workflow Process

• Reference [Finance and Purchasing System]

• Reference TDS

• Reference [Signs and Markings Contractor Work Orders]

Comment functionality

• Reference [Signs and Markings Operations app]

• Reference: Finance and Purchasing

• Reference: RPP

• Reference: TDS

Copy table records onto table

• Reference [Finance and Purchasing System] - Line Items

Copy Record Details

• Reference [Finance and Purchasing System] - when PR is Closed/Cancelled

Location & Asset relationship

• Reference [Data Tracker - Signals]

Work Order Management

• Reference [Signs and Markings Operations app]

• Reference [AMD Data Tracker]