Next Performance as a custom element in Plans

Hello,

Has anyone successfully added next performance (name/date/time) as a custom element in a constituent plan?  If so, can you share the code that enables this?

Thanks!

Anthony

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  • Instead of a custom Plan field (because of the reasons Martin explained), you could consider adding a custom portfolio element so that a worker can see that data at-a-glance in their portfolio. Kathleen is definitely correct that you can copy/paste the code for "Next Performance" from TR_FLEX_HEADER_ELEMENT into TR_PORTFOLIO_CUSTOM_ELEMENT and then add it to your portfolios. (You might need to change the view from LVS_TKT_HIST to VS_TICKET_HISTORY depending on your system setup.)

    -Michael Wilcox, Tessitura Network

  • Thanks for the responses!  We just wanted a quick way for a solicitor to see when someone was coming next if they were entering information in to the plan. I don't know if it's feasible for us to have it on the header as our headers have lots of information on it already (would become a space issue).  But our DBA already suggested the portfolio option which I do love and will definitely implement.

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  • Thanks for the responses!  We just wanted a quick way for a solicitor to see when someone was coming next if they were entering information in to the plan. I don't know if it's feasible for us to have it on the header as our headers have lots of information on it already (would become a space issue).  But our DBA already suggested the portfolio option which I do love and will definitely implement.

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