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Auto Generate Only if Visible | Info |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| - Used to derive a system assigned Activity Number for your Activity records
- Can also be applied to any number field in order to provide systematic number
- Can be set to assign numbers that are Unique by Form, Unique by Project, or Unique by Project and Form.
- If this setting is applied, set behavior exists that overrides the Hidden/Disable setting applied.
- Field is disabled.
- Field is hidden when a new record is being generated.
- After record is saved, field will be visible, but no edits can be made.
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Default setting for Activity Number Field is Unique by Project and Form |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Calculate If Hidden | - Performs the underlying expression calcuation if the field is hidden in a particular context
- NOTE - This only applies to the Hidden property and does NOT apply to a field that is hidden as the result of a visualization rule
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| - Clears the field upon copying an existing Activity record into a new Activity record
- Default behavior for all fields is to copy when the Copy Activity feature is used
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Field Types Eligible for this Setting
Chart | Data Grid | Date | File Upload | Lat / Long | Chart Data Source- Use this setting to define the source of your chart data for a proctor curve (Chart field type)
- Data Grid = The data grid your curve data comes from
- X Coordinate Field = The grid field that contains the X coordinate (moisture)
- Y Coordinate Field = The grid field that contains the Y coordinate (density)
- Exclude Data Point Flag = Y/N field that is the flag indicating if a data point record should be excluded
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X | X | X | X | X | X | X | X | X |
Chart - Scatter Plot Data SourceUsed | source values from elsewhere in the system. Examples include:Activity FormsActivity GroupsLocationsActivity Log / Activity Log Sub Category / Text LibraryCertificationsTechniciansLab TechniciansWork Breakdown Structure / Work Breakdown Structures Level 1 - References the WBS tab stored in Admin under General (to duplicate WBS functionality in other areas it is recommended that you copy the existing WBS fields on one of the template forms)Soil ClassificationsCustom data sources defined in the Data Sources module - General - Data SourcesEtc...- define the source of your chart data for your scatter plot chart
- Data Grid =
- X Coordinate Field = The grid field that contains the X coordinate
- Y Coordinate Field = The grid field that contains the Y coordinate
- Low Spec Field = The grid field that contains the low specification range value
- High Spec Field = The grid field that contains the high specification range value
- Reverse X Axis = Defines if the X axis should be plotted in reverse / descending order
- Secondary Label Field = The grid field that contains a secondary label value that would appear across the top of the chart and be related to a plot point
- Exclude Data Point Flag = Y/N field that is the flag indicating if a data point record should be excluded
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Chart - Scatter Plot Logarithmic Scale |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Chart - Scatter Plot Scale Labels |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Chart - Scatter Plot Sieve References |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Chart - Scatter Plot Title |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Chart - Scatter Plot Trendline Type |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| - Clears the field upon copying an existing Activity record into a new Activity record
- Default behavior for all fields is to copy when the Copy Activity feature is used
Used to tie a time field to a date field so that time can be adjusted based on daylight savings Info |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No | X | X | X |
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| Date Field Association | Section | Text Box | Time | Yes / No |
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| - Used to source values from elsewhere in the system. Examples include:
- Activity Forms
- Activity Groups
- Locations
- Activity Log / Activity Log Sub Category / Text Library
- Certifications
- Technicians
- Lab Technicians
- Work Breakdown Structure / Work Breakdown Structures Level 1 - References the WBS tab stored in Admin under General (to duplicate WBS functionality in other areas it is recommended that you copy the existing WBS fields on one of the template forms)
- Soil Classifications
- Custom data sources defined in the Data Sources module - General - Data Sources
- Etc...
Allows you to set the maximum number of decimal places that can be entered Info |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Date Field Association | - Used to tie a time field to a date field so that time can be adjusted based on daylight savings
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X Default Text |
| | | - Only can be applied to certain fields contained inside a Data Grid
- Can be used to force display of a predetermined value
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Default Text | - Allows you to set text that will be default upon data entry
- As part of the text, you can also set Placeholder values that a user can easily replace
- Color formatting can be applied to the text as well
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Replace All PlaceholdersAllows you to make the Replace All Placeholder checkbox checked by defaultCan be set seperately for either the QC or Field modules | - Only can be applied to certain fields contained inside a Data Grid
- Can be used to force display of a predetermined value
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Default ValueReplace All Placeholders | - Allows you to
set a default value upon new Activity record creation- As long as the field is allowed for editing, the default value can be overridden during data entry
- Current User - Defaults the logged in user's name
- Now - Defaults current system time
- Today - Defaults current system date
- make the Replace All Placeholder checkbox checked by default
- Can be set seperately for either the QC or Field modules
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X | X | X | X | X | X |
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Any option added in the "Value" field will be ignored.
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| Use this to make a field non-editableCan select which sections of MetaField this should be applied to | - Allows you to set a default value upon new Activity record creation
- As long as the field is allowed for editing, the default value can be overridden during data entry
- Current User - Defaults the logged in user's name
- Now - Defaults current system time
- Today - Defaults current system date
Field Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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X | X | X | X | X | X | | |
Used to identify if a discrepancy is included in an Activity, regardless of status.Used by the system for discrepancy management and reporting.Any option added in the "Value" field will be ignored. |
| Field Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X | X | X | X |
| X | X | X | X | X | X | X | X |
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Status Close | option value(s) that signify that "Closed" and has been resolved. When one of these values are selected in Field on - included in an Activity, regardless of status.
- Used by the system
will recognize the item as a closed discrepancy for Dashboard and Reporting purposes.Note that it is possible to have several discrepancy statuses on a single Activity record if the Form is configured accordingly.Can only be used once for a field- for discrepancy management and reporting.
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Open | - Used to identify option valuesvalue(s) that signify that a discrepancy is "OpenClosed" and has not yet been resolved.
- When one of these values are selected in Field on an Activity, the system will recognize the item as an open a closed discrepancy for Dashboard and Reporting purposes.
- Note that it is possible to have several discrepancy statuses on a single Activity record if the Form is configured accordingly.
- Can only be used once for a field
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| When applied, the field will behave as a popup and user can make their selections and close the popupUseful on longer forms | Displays Data Grids in tabular format in Quality Control and LIMS- Used to identify option values(s) that signify that a discrepancy is "Open" and has not yet been resolved.
- When one of these values are selected in Field on an Activity, the system will recognize the item as an open discrepancy for Dashboard and Reporting purposes.
- Note that it is possible to have several discrepancy statuses on a single Activity record if the Form is configured accordingly.
- Can only be used once for a field
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No | X |
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| Display As Table | |
| - When applied, the field will behave as a popup and user can make their selections and close the popup
- Useful on longer forms
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X | Helper Text | Allows additional Text to display next to the field label for Field and QC users (to also display on the report, apply the Show Helper Text on Reports setting)Used for additional instruction on what to enter in the field
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Display As Table | - Displays Data Grids in tabular format in Quality Control and LIMS
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X |
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| X | X | X | X | X | X | X | X | X | X | X |
| Use this to hide a field from a particular area of MetaFieldIf field contains or is used in a calculation, the calculation will not process if the field is hiddenHelper Text | - Allows additional Text to display next to the field label for Field and QC users (to also display on the report, apply the Show Helper Text on Reports setting)
- Used for additional instruction on what to enter in the field
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X | X | X | X |
| X | X | X | X | X | X | X | X |
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Hide Add / Delete Record Button | Info |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X | X | X | X |
| X | X | X | X | X | X | X | X |
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Include Inactive RecordsHide Add / Delete Record Button | setting when you want to include inactive records in a picklist - to hide the Add and Delete buttons from the UI
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X |
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Logarithmic Chart Data Source |
Include Inactive Records | to set the specifications and references of the different Logarithmic Chart data elements - when you want to include inactive records in a picklist
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Logarithmic Chart Scale LabelsData Source | add labels to X and Y axis of Logarithmic Charts- specifications and references of the different Logarithmic Chart data elements
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Logarithmic Chart TitleScale Labels | - Use to add a title to a Logarithmic Chartlabels to the X and Y axis of Logarithmic Charts
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| Allows you to hide the Record Numbers for each Data Grid InstanceCan only be used if Record Identifier was previously setLogarithmic Chart Title | - Use to add a title to a Logarithmic Chart
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Rich Text Editing Controls Hides the text formatting toolbarText is still saved in Rich Text format | | X | | |
Hide Rich Text Editing Controls | - Hides the text formatting toolbar
- Text is still saved in Rich Text format
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X | X | | Allows you to set
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| - Enter the maximum number of records that can be added for Data GridsEnter a whole number greater than 0characters that this field should allow
Used to add values that will be presented to the user for selection when adding an Activity RecordYou will need to add a separate Option setting for each selection choice you want presentedThis Field setting can be set on the main Add / Edit field screen Info |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| - Allows you to set the maximum number of records that can be added for Data Grids
- Enter a whole number greater than 0
Used when working with a Text Library to distinguish which office the Text Library should be exposed toUsed with Supplier / Plant / Mix Design pick lists to limit the list of values to a particular Material Info |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No | X | X |
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| - Used to add values that will be presented to the user for selection when adding an Activity Record
- You will need to add a separate Option setting for each selection choice you want presented
- This Field setting can be set on the main Add / Edit field screen
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Parent System Name |
| - Used when looking to another field to determine the value choices for current field (e.g., see Activity Log configuration where the Sub Category options are based on the Category selection).working with a Text Library to distinguish which office the Text Library should be exposed to
- Used with Supplier / Plant / Mix Design pick lists to limit the list of values to a particular Material
- Used for Data Grid fields only
- Allows you to select certain fields contained in the data grid
- File types that available for selection are Date, Multiple Choice, Number, Picklist, Text Area, Text Box, Time and Yes / No.
When populated in Field or QC, selected fields will display on the blue bar Info |
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| Image Removed |
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Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No | X | X |
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| | Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| - Used when looking to another field to determine the value choices for current field (e.g., see Activity Log configuration where the Sub Category options are based on the Category selection).
Use this setting when you have an additional Form that is required based on input on another From. Info |
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No | X |
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| | Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| X | X |
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| Trim Trailing Zeros | Trims trailing zeros from a number (i.e. 2.45800 turns into 2.458)- Used for Data Grid fields only
- Allows you to select certain fields contained in the data grid
- File types that available for selection are Date, Multiple Choice, Number, Picklist, Text Area, Text Box, Time and Yes / No.
When populated in Field or QC, selected fields will display on the blue bar Info |
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| Image Added |
Info |
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| Field Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No | X | X | X |
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Related Test Value | - Defaults the value of a field to a value of a mapped field stored on a related test form
- Related test forms must be part of the same sample
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Scientific Notation | - Displays a decimal number in scientific notation format
- Can only be applied to a Text Box field
- Value can't be used in further calculations - this is a display format only
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| Section | Text Box | Time | Yes / No |
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| - Use this setting when you have an additional Form that is required based on input on another From.
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple |
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Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No | X | X | Tab Direction | Controls the tab order direction for data grids displayed in tabular formatCan be assigned left to right, or right to leftChoice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Related Test Value | - Defaults the value of a field to a value of a mapped field stored on a related test form
- Related test forms must be part of the same sample
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Scientific Notation | - Displays a decimal number in scientific notation format
- Can only be applied to a Text Box field
- Value can't be used in further calculations - this is a display format only
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Trim Trailing Zeros | | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No | X | | Use this setting to define the source of your chart data for a proctor curve Data Grid = The data grid your curve data comes fromX Coordinate Field = The grid field that contains the X coordinate (moisture)Y Coordinate Field = The grid field that contains the Y coordinate (density)Exclude Data Point Flag = Y/N field that is the flag indicating if a data point record should be excluded | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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Tab Direction | - Controls the tab order direction for data grids displayed in tabular format
- Can be assigned left to right, or right to left
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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| - Use this setting to define the field mapping to the Specific Gravity field
- When this field (Specific Gravity) is supplied, this acts as the trigger to display the zero air voids curve on a proctor curve chart (Chart field type)
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| Field Types Eligible for this Setting Chart | Data Grid | Date | File Upload | Lat / Long | Chart - Scatter Plot | Multiple Choice | Number | Pick List | Text Area | Section | Text Box | Time | Yes / No |
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