This guide explains how to configure the tracking of a vacancy and/or project automatically created upon termination, allowing you to monitor the entire flow terminated employee → vacancy/project → progress.

For this configuration, you will need knowledge of the following:

1. Field Properties
2. Views Configurator
3. Creating and editing reports
4. Creating a View

• Configure the field in the Vacancy form

1. Create a print view from the Positions table
   • Go to Settings > Views Configurator
   • Create a print view with the starting table: Positions
   • Add the “Position” field to the print view
   • Drag a Title into the Main Data tab and place it below the Text
   • Open the Position field properties and select the Link widget with destination section: Position
   • Click Save
2. Place the print view in the Vacancy form
   • Go to Views Configurator > Section: Vacancies
   • Select the view used in the Vacancy form
   • Find the subview (print view) under the Positions table and drag it to the desired area in the form
   • Click Save

NB: if you want to place the same field in the Projects form, repeat the steps above under Section: Projects (select the project form view, insert/drag the subview, and Save).

• Configure the Tracking of Vacancies and Projects in the Position

1) Create the two reports (lists)

1. Go to Settings > Views Configurator
2. Vacancies Report (starting table: Vacancies). Drag the fields, then Save with a clear name (e.g., Vacancies linked to Position):
   • Full name (set the widget as a link with destination section “Vacancies”)
   • Status
   • Publication date
   • Withdrawal date
3. Projects Report (starting table: Projects). Drag the fields, then Save (e.g., Projects linked to Position):
   • Full name (set the widget as a link with destination section “Projects”)
   • Project manager
   • Start date
   • End date
   • Notes

Optional Tips:

• Define a row limit if the list is very long
• Enable the record link on the name field to quickly open the Vacancy/Project record

2) Place the reports in the Position form

1. In the Views Configurator, open the Positions section and select the view used for the Position form
2. Go to the History tab (or the area where you want to display the links)
3. Drag two Titles and rename them, for example:
   • Vacancies linked to this position
   • Projects linked to this position
4. Under each title, insert the corresponding Subview
5. Click Save

See also Automatically create a vacancy and/or a project when an employee resigns