What is a Pick List ?
Pick Lists are a type of custom field. They can be added to Jobs. They allow you to define a selection of fields or status's that your workers can choose from when working on a job.
A picklist lets you only select one option in the list.
A multi picklist lets you choose multiple options in the list.
Create your Pick Lists on the Settings > Pick Lists page and then add them to your templates as you need to.
We have already created some samples for you to use, but you can create your own as well.
Why use a Pick List ?
Adding a pick list to a job gives your mobile worker quick access to add a set status to a job, like 'passed' or 'delivered' without having to type up notes.
This saves time and ensures all jobs have the right information.
How do I set up a Pick list ?
- Just go to vWork > Settings > Pick lists. in the vWork website
- Then select Add Pick List
- Give your list a name and add the values your worker will choose from.
Add The Pick List to a Template
Once the Pick List has been created, you need to choose which templates to add the Pick List to. You can do this from the Templates admin page. just choose the field type 'picklist' or scroll down to access the 'multi-picklist' options.
Changing and editing existing picklists
With existing picklists, you can add an item to an existing picklist without issues.
It is only changing existing items in the picklist which can cause problems, however this is generally fine as our phone apps will just record the old picklist value.
This stems from the fact that vWork jobs are locked once generated. So if there are existing jobs open with picklist A, then some one changes the values in picklist A on the server (or web app). There will still be outstanding jobs that have old picklist values.
So when the worker chooses his picklist value, the server no longer has this old value, so we will record the old value which can cause some confusion.