The form settings are used to make changes to the behavior of various forms from PIRO Fusion.

How to access from the navigation bar: Administration ? Admin settings ? Form settings

These following settings are available:

Job order detail

1. Auto-close job order form on save: if checked, the job order detail form is automatically closed when saving a new job order. This can be useful for users who need to create a large amount of new jobs. This setting does not affect the editing of a job order, and saving an existing job order does not close its detail form.
2. Default due date to estimated finish date: if checked, the job due date is automatically calculated based on the cumulative estimated finish dates of the job’s services when creating a new job order.
3. Leave due date empty on job order copy: if checked, the due date field is left empty when copying jobs.
4. Preselect customer representative person: if checked, the default customer representative is preselected on the job order.
5. Show Items and Services price update warning message: if checked, a pop-up warning message is displayed when job item and service prices are changed.
6. Bottom section default selected tab in insert mode: specifies which tab is selected by default on the Job order detail form while creating new job orders.
7. Bottom section default selected tab in edit mode: specifies which tab is selected by default on the Job order detail while editing existing job orders.
8. Bottom section default selected tab in view mode: specifies which tab is selected by default on the Job order detail while viewing existing job orders.
9. Job detail thumbnail image width: sets the thumbnail image width.
10. Job detail thumbnail image height: sets the thumbnail image height.
11. Show confirmation message if selected item type has own services: if checked, a confirmation window is brought up when adding job items if the selected job item belongs to an item type with its own services defined.
12. Show customer warning message in auto-close message popup: if checked, customer warning messages are displayed in an pop-up window which automatically closes after a short time.
13. Use item type workflow for JO when adding new item: if checked, the workflow set up on the item type is automatically selected when adding job items.

Form settings / Job order section

Routing settings

1. Routing message notification: Three options are available:
   1. Show message popup upon successful routing of jobs into next service: a notification pop-up is displayed whenever a job is successfully routed into its next service
   2. Show auto close message popup upon successful routing of jobs into next service: a notification pop-up which closes automatically after a short time is displayed whenever a job is successfully routed into its next service.
   3. Don’t show message popup upon successful routing of jobs into next service: no notifications are displayed when jobs are routed into their next service.
2. Show invoice selection pop-up only if there are multiple open invoices: if checked, the invoice selection window displayed when routing job orders into the invoicing service is only shown when there are multiple open invoices for the job’s customers. Otherwise, the job is automatically added to the single available open invoice, or a new invoice with the job order is generated altogether.
3. Require confirmation for sending routing notification: if checked, a confirmation window is brought up before routing notifications are sent to customers. Otherwise, the routing notification emails are sent automatically.
4. Allow moving to selected service from advanced move screen: if checked, the Advanced move screen can be used to route jobs into any services.
5. Route job into service is mandatory on Advanced move screen: if checked, routing a job into a service is mandatory on the Advanced move screen.
6. Move only selected jobs on Job order management: if checked, jobs from Job orders management can only be moved by selecting them via the checkbox. Otherwise, jobs can be moved simply by highlighting the relevant row.
7. Show following lists on service detail dialog: specifies which of the ‘job items’, ‘job service’, ‘reviewable attributes’ and ‘inventory items’ tabs are displayed on the service detail dialog. Multiple options can be selected.

Form settings / Routing settings section

Enter item weights

1. Don’t show message popup if scale/balance cannot be initialized: if checked, the pop-up message indicating that the scale (as a hardware device) is not available is no longer shown. If unchecked, this message is displayed during weight entry, if the connection to the scale cannot be established.
2. Allow assigning multiple movement categories to item quantities: if checked, multiple movement categories may be assigned on inventory item quantities.
3. Use first level parent item as display name on weight entry screen: if checked, the first level parent item name is displayed on the weight entry screen.

Form settings / Enter item weight section