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When adding a "Field" in this area, you actually will be selecting a System Name. A System Name is assigned by the user upon creating a new Field for a Form. System Name can be used once on a Form, but may be repeated on every Form. When you select a System Name for a Search Result Display Area, MetaField will return results for any Activity record with a matching System Name field. However, when you select a System Name for a Filter Display Area, you must also select the Field Type. In this case, MetaField will use this filter to return matching Activity records for this Field Type and System Name combination.
Changing Field Order
You can set the order that the fields display for a given area by choosing, Reorder Fields. A popup will appear with all of the selected fields. You can click and drag the individual fields into the desired order.
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Display Areas
Filters and Search Results are preconfigured for you. You may always alter this configuration as needed. Below is a list of Display Areas an explanation as to what part of the system to which they apply.
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Area Name | MetaField Area | Example (Click on an image to enlarge) |
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Discrepancy Report | - Use this display area to select the Fields and the Field order for display on the discrepancy report
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Field Activity Report Search Filter | | |
Field Activity Report Search Results | | |
Field Daily Field Report Filter | - Allows you to configure the date and technician fields that the system will use to select Activity records to add to the Daily Field Report
Warning |
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This is preconfigured to use the Technician and Date fields that default on a Form. Be cautious of changing these as this could result in Activity records not being available for selection on this report. |
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Field Daily Field Report Results | | |
Field Search Filter | - After you select Manage Activities in Field, the fields configured here will be available for you to filter your list of Activity records
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Field Search Results | - Once you have filtered your Activities in Field (Manage Activities) these Fields will be presented to help you choose the desired Activity
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QC Activity Report Order | - Control field display when choosing the order of Activities when generating a report
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QC Activity Search Filter | - In Quality Control > Activity, when searching for Activities for a specific project these Fields will be available
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QC Activity Search Results | - In Quality Control > Activity, when working with a project, this controls which columns will display
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QC Discrepancy Report Search Filter | - After choosing Discrepancy Report from the Activity Review screen in Quality Control, this area allows you to set the fields by which you can search for discrepancies
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QC Discrepancy Report Search Results | - After choosing Discrepancy Report from the Activity Review screen in Quality Control, this area allows you to control which columns display
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QC Project Search Filter | - In Quality Control > Activity, when searching for a project, these fields will be available
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Report Image Metadata | - Use this display area to choose Fields that will display next to an image on an Activity report or the Activity Discrepancy report
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Utilities Data Extract | - In Utilities > Activity Data Extra, this controls what Fields will be available for display on the data extract
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Utilities Search Filter | - In Utilities > Activity Data Extract, you can set fields to search for Activity records using this area
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Utilities Search Results | - In Utilities > Activity Data Extract, this controls which columns will display
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