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check ticket statusWe have implemented customizable production views so you can decide what you want to see in each queue as your items move through production.
We have also added Active User Queues and the ability to add and remove users from queues. This means you can determine what queues your staff have access to and what shows on each.
DocketManager contains each view we had in previous versions but you are able to create new views and assign queues to them. Customizing these views can seem like a daunting task as it requires a bit of coding but rest assured that even those with no coding experience can easily make simple changes.
Production Views
The Production Views are located in Settings > Production > Views.
To create a new view, click the "New" button. You can then name your view and select what department it will pertain to. In the layout box is where the code goes that will define the layout and tags used in your view.
HTML
We recommend copying one of the existing queues that has the layout you want, pasting it into your new view's layout box, then swapping out the tags. However, if you'd like, you can code the entire layout from scratch.
We use bootstrap HTML in our views. It is a version of HTML with responsive design built in.
If you'd like to learn more, the following webpage has a lot of information on the Bootstrap "grid". https://getbootstrap.com/docs/4.5/layout/grid/
You are not restricted to using Bootstrap. If you prefer, you can use plain HTML, however, you would then need to also write CSS to make elements float beside each other and set each div to a certain width. Bootstrap does that all with its grid classes.
Tags
Tags are now universal across production, documents and canned emails so you can use the same tags as you would for any other customization.
Since each row in production signifies an order item, those are the tags you will need most when customizing production views: https://docketmanager.freshdesk.com/support/solutions/articles/4000156089-order-item-tags
If you would like to pull some information from the overall order, you can do so by using the tags on the following page and including "Order." in front of the tag.
https://docketmanager.freshdesk.com/support/solutions/articles/4000156043-order-tags
There are many other tags you can use in production as well. If you do not find what you are looking for in the articles above, here is a link to all the other objects we have tags available for:
https://docketmanager.freshdesk.com/support/solutions/folders/4000032226
Helpers
We still support Assemble.io helpers as we did in previous versions. These helpers can be added to tags to assist with formatting or used to do math with the tags.
For example, one helper used often is "dateFormat". This helper can help you format any of the date tags used throughout the system.
{{dateFormat OrderDate}} - Output: Feb 07 2018
{{dateFormat OrderDate format=”MMMM YYYY”}} - Output: February 2018
{{dateFormat OrderDate format=”MMMM DD, YYYY”}} - Output: February 07, 2018
For more information on helpers and a link to the full library, please visit this article:
Backups
If you happen to make changes to your view that causes issues, you can easily revert to the original code with the backups we have provided in the article below:
Support
If you have any questions about production views or need help finding a tag, please submit a ticket or email us at support@docketmanager.ca.
We can also build customized production views for an additional cost. Contact us for more details.