Skip to main content

Towing Dashboard

Source: Crashclaim_Assist_Tow_Dashboard Page URL: https://creatorapp.zoho.com.au/clientportal/test-claims-management-portal/#Page:Crashclaim_Assist_Tow_Dashboard

Page input params: thirtyOneDaysAgo (string, defaulted by the page-load logic below).

Towing Dashboard

Page Load Logic​

  • input.thirtyOneDaysAgo is set to zoho.currentdate.addDay(-31) on load.

Embedded Zoho Creator form widget (zc-component) at the top of the page.

  • Form: Search_Rego_Towing_Recovery_dashboard
  • Params: zc_Header=false, zc_SuccMsg=Data Added Successfully!, zc_SubmitVal=Submit, zc_ResetVal=Reset

Embedded Reports & Chart​

ElementTypeAppLink name
ChartColumn chartthisappunderlying report Master_Recoveries_CC_Assist (form Demands)
ReportZoho report gridlogistics-appTows_This_Week
Report 1Zoho report gridlogistics-appTows_This_Month
Report 2Zoho report gridlogistics-appTows_Last_7_Days
Report 6Zoho report gridlogistics-appTow_Invoices_by_Month
Report 5Zoho report gridthisappTow_Demands_by_Insurer

Chart:

  • Shows: column chart — X-axis Date_Remitted (title "Month Remitted", grouped by month/year), Y-axis sum:Remittance_Amount (title "Amount Settled"), data labels shown
  • Form: Demands
  • Criteria:
    • Date_Settled is not null
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Demand_Type == "Towing/Storage"

Custom Function: open_active_recoveries_by_date_range​

Used by the five "Outstanding" panels below. Takes a dateRange string and opens Active_Recoveries_CC_Assist with a Letter_of_Demand_Date window plus the standing File_Number.Tow_Operator=Crashclaim Assist Towing filter:

dateRange valueLetter of Demand Date windowOp
currentToPastDateon or before today22
zeroOneTOthirtyaddday(-30) to today58 (between)
thirtyOneTOsixtyaddday(-60) to addday(-31)58 (between)
greaterThanSixtybefore addday(-60)20 (less than)
futureLODafter today21

Panel Criteria (detail)​

Each panel below is a KPI tile from the dashboard — source form, what it displays, its raw criteria, the linked report, and the filter passed to that report. File_Number.Tow_Operator is now resolved via thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() rather than the hardcoded record ID used previously.

1. Pending Storage Completion​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria: Status == "Current" || Status == "Demands Sent – Ongoing Storage" && Type_of_Tow == "Accident Tow" (raw condition mixes AND/OR with no parentheses in the source; shown as-is, not split into bullets)
  • Report: Pending_Towing_Storage_Completion
  • Report filter: same as Criteria

2. Awaiting Invoice Approval​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria:
    • Status == "Completed"
    • Invoice_Raised_Date is null
  • Report: Completed_Awaiting_Invoice_Approval
  • Report filter: same as Criteria

3. Awaiting Invoice Approval (with CRN)​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria:
    • Status == "Completed"
    • Invoice_Raised_Date is null
    • File_Number.At_Fault_Party_Claim != ""
  • Report: Awaiting_Invoice_Approval_with_TP_Claim_Number
  • Report filter: same as Criteria

4. Completed – Sent to Recovery​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria: Status == "Completed" || Status == "Completed - Demands Sent" && Invoice_Raised_Date is not null (raw condition mixes AND/OR with no parentheses in the source; shown as-is, not split into bullets)
  • Report: Completed_Sent_to_Recovery
  • Report filter: same as Criteria

5. CC Assist Active Claims​

  • Form: Demands
  • Display: Preset value — thisapp.Demands.Active_Claims_CC_Assist
  • Criteria: (preset system value, not a manual filter)
  • Query passing to report:
    • File_Number.Tow_Operator=Crashclaim Assist Towing
  • Report: Active_Recoveries_CC_Assist
  • Report filter:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

6. Towing Amount​

  • Form: Demands
  • Display: Sum — thisapp.Demands.Tow_Fee.sum
  • Criteria:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null
  • Query passing to report:
    • File_Number.Tow_Operator=Crashclaim Assist Towing
  • Report: Active_Recoveries_CC_Assist
  • Report filter:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

7. StorageAmount​

  • Form: Demands
  • Display: Sum — thisapp.Demands.Storage_Fee.sum
  • Criteria:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null
  • Query passing to report:
    • File_Number.Tow_Operator=Crashclaim Assist Towing
  • Report: Active_Recoveries_CC_Assist
  • Report filter:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

8. Demands Not Sent​

  • Form: Demands

  • Display: Count — thisapp.Demands.ID.count; Sum — thisapp.Demands.Demand_Value.sum

    (updated: this tile moved up from position #9 and now shows both a count and a dollar sum, where it previously showed only the sum)

  • Criteria:

    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null
    • Letter_of_Demand_Date is null

  • Query passing to report:

    • File_Number.Tow_Operator=Crashclaim Assist Towing
    • Letter_of_Demand_Date_op=29
    • Demand_Value_op=30

  • Report: Active_Recoveries_CC_Assist

  • Report filter:

    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

9. Demands with $0​

  • Form: Demands
  • Display: Count — thisapp.Demands.ID.count
  • Criteria:
    • state == "Enable"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Demand_Type == "Towing/Storage"
    • Status != "Cancel"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Demand_Value == 0
  • Query passing to report:
    • File_Number.Tow_Operator=Crashclaim Assist Towing
    • Demand_Value=0
  • Report: Active_Recoveries_CC_Assist
  • Report filter:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

10. Total Outstanding​

  • Form: Demands

  • Display: Count — thisapp.Demands.ID.count; Sum — thisapp.Demands.Demand_Value.sum

    (updated: this tile moved down from position #8 and now shows both a count and a dollar sum, where it previously showed only the sum)

  • Criteria:

    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Letter_of_Demand_Date is not null
    • Date_Settled is null

  • Query passing to report:

    • File_Number.Tow_Operator=Crashclaim Assist Towing
    • Letter_of_Demand_Date_op=30

  • Report: Active_Recoveries_CC_Assist

  • Report filter:

    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

11. Outstanding Current to Past Date​

New panel. Counts/sums outstanding demands whose Letter of Demand date has already arrived (today or earlier).

  • Form: Demands
  • Display: Count — thisapp.Demands.ID.count; Sum — thisapp.Demands.Demand_Value.sum
  • Criteria:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Letter_of_Demand_Date < zoho.currentdate.addDay(1)
    • Date_Settled is null
  • Query passing to report: executes open_active_recoveries_by_date_range("currentToPastDate"), which opens:
    • Letter_of_Demand_Date=<zoho.currentdate>
    • Letter_of_Demand_Date_op=22
    • File_Number.Tow_Operator=Crashclaim Assist Towing
  • Report: Active_Recoveries_CC_Assist
  • Report filter:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

12. Outstanding 0 - 30 Days​

  • Form: Demands

  • Display: Count — thisapp.Demands.ID.count; Sum — thisapp.Demands.Demand_Value.sum

    (updated: now also shows a count, not just the dollar sum)

  • Criteria:

    • state == "Enable"
    • Date_Settled is null
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Letter_of_Demand_Date < zoho.currentdate.addday(1)
    • Letter_of_Demand_Date > zoho.currentdate.addday(-31)

  • Query passing to report: executes open_active_recoveries_by_date_range("zeroOneTOthirty"), which opens:

    • Letter_of_Demand_Date=<zoho.currentdate.addday(-30)>;<zoho.currentdate>
    • Letter_of_Demand_Date_op=58
    • File_Number.Tow_Operator=Crashclaim Assist Towing

  • Report: Active_Recoveries_CC_Assist

  • Report filter:

    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

13. Outstanding 31 - 60 Days​

  • Form: Demands

  • Display: Count — thisapp.Demands.ID.count; Sum — thisapp.Demands.Demand_Value.sum

    (updated: now also shows a count, not just the dollar sum)

  • Criteria:

    • state == "Enable"
    • Date_Settled is null
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Letter_of_Demand_Date < zoho.currentdate.addday(-30)
    • Letter_of_Demand_Date > zoho.currentdate.addday(-60)

  • Query passing to report: executes open_active_recoveries_by_date_range("thirtyOneTOsixty"), which opens:

    • Letter_of_Demand_Date=<zoho.currentdate.addday(-60)>;<zoho.currentdate.addday(-31)>
    • Letter_of_Demand_Date_op=58
    • File_Number.Tow_Operator=Crashclaim Assist Towing

  • Report: Active_Recoveries_CC_Assist

  • Report filter:

    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

14. Outstanding > 60 Days​

  • Form: Demands

  • Display: Count — thisapp.Demands.ID.count; Sum — thisapp.Demands.Demand_Value.sum

    (updated: now also shows a count, not just the dollar sum)

  • Criteria:

    • state == "Enable"
    • Date_Settled is null
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Letter_of_Demand_Date < zoho.currentdate.addday(-60)

  • Query passing to report: executes open_active_recoveries_by_date_range("greaterThanSixty"), which opens:

    • Letter_of_Demand_Date=<zoho.currentdate.addday(-60)>
    • Letter_of_Demand_Date_op=20
    • File_Number.Tow_Operator=Crashclaim Assist Towing

  • Report: Active_Recoveries_CC_Assist

  • Report filter:

    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

15. Future LOD Outstanding​

New panel. Counts/sums outstanding demands whose Letter of Demand date hasn't arrived yet (dated after today).

  • Form: Demands
  • Display: Count — thisapp.Demands.ID.count; Sum — thisapp.Demands.Demand_Value.sum
  • Criteria:
    • state == "Enable"
    • Date_Settled is null
    • Demand_Type == "Towing/Storage"
    • File_Number.Tow_Operator == thisapp.configuration.get_tow_operator_crashclaim_assist_towing_id() (Crashclaim Assist Towing)
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Letter_of_Demand_Date > zoho.currentdate
  • Query passing to report: executes open_active_recoveries_by_date_range("futureLOD"), which opens:
    • Letter_of_Demand_Date=<zoho.currentdate>
    • Letter_of_Demand_Date_op=21
    • File_Number.Tow_Operator=Crashclaim Assist Towing
  • Report: Active_Recoveries_CC_Assist
  • Report filter:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

16. Count of External Tows​

  • Form: Demands
  • Display: Count — thisapp.Demands.ID.count
  • Criteria:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Driver_Type == "External"
    • Status != "Cancel"
    • Status1 != "Cancel"
    • Status1 != "Closed"
    • Status1 != "Settled"
    • Status1 != "Remitted"
  • Query passing to report:
    • Driver_Type=External
  • Report: Active_Recoveries_CC_Assist
  • Report filter:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

17. $ for External Tows​

  • Form: Demands
  • Display: Count — thisapp.Demands.ID.count; Sum — thisapp.Demands.Demand_Value.sum
  • Criteria:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Driver_Type == "External"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null
  • Query passing to report:
    • Driver_Type=External
  • Report: Active_Recoveries_CC_Assist
  • Report filter:
    • state == "Enable"
    • Demand_Type == "Towing/Storage"
    • Status1 != "Cancel"
    • Status1 != "Settled"
    • Status1 != "Remitted"
    • Status != "Cancel"
    • Date_Settled is null

18. Towing Completed This Week​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria: From_Date in this week && Status == "Completed" || Status == "Completed - Demands Sent" (raw condition mixes AND/OR with no parentheses in the source; shown as-is, not split into bullets)
  • Report: Towing_Completed_This_Week
  • Report filter: same as Criteria

19. Towing Completed This Month​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria: From_Date in this month && Status == "Completed" || Status == "Completed - Demands Sent" (raw condition mixes AND/OR with no parentheses in the source; shown as-is, not split into bullets)
  • Report: Towing_Completed_This_Month
  • Report filter: same as Criteria

20. Towing Jobs Completed this month​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria:
    • Status == "Completed"
    • From_Date in this month
  • Report: All_Tow_Truck_Usage_Logs
  • Report filter:
    • Status=Completed
    • To_Date_op=45

21. Towing Jobs Completed this week​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria:
    • Status == "Completed"
    • From_Date in this week
  • Report: All_Tow_Truck_Usage_Logs
  • Report filter:
    • Status=Completed
    • To_Date_op=59

22. Towing Jobs Completed Today​

  • Form: Tow_Truck_Usage_Log (logistics-app)
  • Display: Count
  • Criteria:
    • From_Date is today
  • Report: All_Tow_Truck_Usage_Logs
  • Report filter:
    • Status=Completed
    • To_Date_op=32