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Text Libraries can be used with Activity entries. To use these on Activity Records, you will need to build library entries under the Text Library tab found under Activity. In addition to adding the Text Libraries, you also will need to build Forms that reference Text Library content. The easiest way to do this is to copy the Activity Log template forms into a new or existing Form. 

 

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Area / Category / Sub-Category

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LevelDescription
Area
  • Highest level of the hierarchy
  • Contains one or many categories
  • Example: Concrete
Category
  • Middle level of the hierarchy
  • Contains one or many sub-categories
  • Exmaple: Laboratory
Sub-Category
  • Lowest level of the hierarchy
  • Example: Compressive Strength

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Managing Hierarchy Limbs

ActionSteps
Add an Area
  • Add by clicking the Add button in the upper-right above the tree

Add a Category

Add a Sub-Category

  • Right-click the "parent" area / category respectively
  • Select Add
  • Limb will be added below the parent
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Renaming
  • Right-click the limb name
  • Select Rename
Deleting
  • Right-click the limb name
  • Select Delete
Deactivating
  • Right-click the limb name
  • Select Deactivate

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Info

Placeholder fields should contain {{ }} around them. For example {{ My Field }}.

 

 

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As with many other grids in the Administration module, the text library entries can be deactivated, deleted or reactivated.