Projects - Add Project Field to Find and Recode Tool
The Find and Recode appears not to include Projects so where one wants to set the Project name in the invoice or bill field based on, say, the Tracking category (This is what we need to do) there is no option other than to go through every invoice and bill and set it manually.
Graeme Ellisson
shared this idea
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Noah Alex
commented
Hy,
Interesting idea adding a project field to tools like Find and Recode can really improve organization, especially when you’re handling multiple datasets or workflows at once. It reminds me of how small structural additions can make tracking and querying much easier over time. I’ve seen a similar concept applied outside dev tools too. For example, when managing something like transport cards, having structured fields (ID, balance, history) makes retrieval simple. If anyone here is curious about a practical example, this guide explains it quite clearly here https://nolcardscheck.ae/. Sometimes borrowing ideas from other systems helps refine how we design features like this. -
Bryan Simpson
commented
Find and Recode to include Projects.
Found that a staff member had added a number of expense bills to the wrong project, and would like a fast way to correct.
In the same way as we can change a tracking category.