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Field Types Eligible for this Setting

Chart Data Source


Setting


Description

Auto Generate Only if Visible
  • Used to systematically assign a number only when the field is visible on the form.

Info
iconfalse

Field Types Eligible for this Setting

ChartData GridDateFile Upload

Lat / Long

Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No







 X







Auto Generated

  • 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.
Info

Default setting for Activity Number Field is Unique by Project and Form


Info
iconfalse

Field Types Eligible for this Setting

ChartData GridDateFile Upload

Lat / Long

Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No







 X







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

Clear Upon Copy

  • 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
Info
iconfalse
ChartData GridDateFile Upload

Lat / Long

  • 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
Info
iconfalse

 Field Types Eligible for this Setting

ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
 X
 X X X X X X X X X















Chart - Scatter Plot Data SourceUsed
  • Use this setting 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...
    • 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
    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Chart - Scatter Plot Logarithmic Scale


    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Chart - Scatter Plot Scale Labels


    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Chart - Scatter Plot Sieve References


    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Chart - Scatter Plot Title


    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Chart - Scatter Plot Trendline Type


    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Clear Upon Copy

    • 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
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / NoXXX
    Date Field Association
    SectionText BoxTimeYes / No


     X X X
     X X X X
     X X X



    Data Source

    • 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
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No






    X
    X

    Decimal Places

    X





    Date Field Association
    • Used to tie a time field to a date field so that time can be adjusted based on daylight savings
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
    X












    Default Text



    Decimal Places

    • 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

      the maximum number of decimal places that can be entered

      Info
      iconfalse

      Field Types Eligible for this Setting

      ChartData GridDateFile Upload

      Lat / Long

      Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
     XX

    Default Record Values

    • Only can be applied to certain fields contained inside a Data Grid
    • Can be used to force display of a predetermined value







      X







    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
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No









    X X
    X



    Default

    Replace All Placeholders
  • Allows you to make the Replace All Placeholder checkbox checked by default
  • Can be set seperately for either the QC or Field modules

    Record Values

    • Only can be applied to certain fields contained inside a Data Grid
    • Can be used to force display of a predetermined value
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No









    X
    X



    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
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No









    XXXXXX

    Any option added in the "Value" field will be ignored.







    Disabled

  • Use this to make a field non-editable
  • Can select which sections of MetaField this should be applied to

    Default Value

    • 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
    Info
    iconfalse
     Field

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
     X


    X



    XX

    XXX
    XXXXX
     

    Discrepancy Indicator



  • 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.

    Disabled

    • Use this to make a field non-editable
    • Can select which sections of MetaField this should be applied to

      Info
      iconfalse
    Field
    •  Field Types Eligible for this Setting

      ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No

       XXXX
      XXXXXXXX



     

    Discrepancy

    Status Close

    Indicator

    • Used to identify
    option value(s) that signify that
    • if a discrepancy is
    "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.
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No













    X



     

    Discrepancy Status

    Open

    Close Indicator

    • 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
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No








    X






    Display as Popup

  • When applied, the field will behave as a popup and user can make their selections and close the popup
  • Useful on longer forms 

    Discrepancy Status Open Indicator

    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
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No X
    Display As Table








    X






    Display as Popup

    • When applied, the field will behave as a popup and user can make their selections and close the popup
    • Useful on longer forms
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
    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






     X








    Display As Table
    • Displays Data Grids in tabular format in Quality Control and LIMS
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No

    X
    XXXXXXXXXXX














    Hidden

  • Use this to hide a field from a particular area of MetaField
  • If field contains or is used in a calculation, the calculation will not process if the field is hidden

    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
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No

    XXXX
    XXXXXXXX



    Hide Add / Delete Record Button

    Hidden

    • Use this to hide
    • the Add and Delete buttons from the UI
    • a field from a particular area of MetaField
    • If field contains or is used in a calculation, the calculation will not process if the field is hidden

    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No

    XXXX
    XXXXXXXX



    Include Inactive RecordsHide Add / Delete Record Button
    • Use this
    setting when you want to include inactive records in a picklist 
    • to hide the Add and Delete buttons from the UI
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No

    X
    Logarithmic Chart Data Source














    Include Inactive Records
    • Use this setting
    to set the specifications and references of the different Logarithmic Chart data elements 
    • when you want to include inactive records in a picklist 
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No








    X






    Logarithmic Chart Scale LabelsData Source
    • Use this setting to
    add labels to
    • set the
    X and Y axis of Logarithmic Charts
    • specifications and references of the different Logarithmic Chart data elements 
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Logarithmic Chart TitleScale Labels
    • Use to add a title to a Logarithmic Chartlabels to the X and Y axis of Logarithmic Charts
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Hide Record Number

  • Allows you to hide the Record Numbers for each Data Grid Instance
  • Can only be used if Record Identifier was previously setLogarithmic Chart Title
    • Use to add a title to a Logarithmic Chart
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No





    X









    Hide

    Rich Text Editing Controls 
  • Hides the text formatting toolbar
  • Text is still saved in Rich Text format

    Record Number

    • Allows you to hide the Record Numbers for each Data Grid Instance
    • Can only be used if Record Identifier was previously set

      Enter the maximum number of characters that this field should allow
      Info
      iconfalse

      Field Types Eligible for this Setting

      ChartData GridDateFile Upload

      Lat / Long

      Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
     X

    Max Length


    • X













    Hide Rich Text Editing Controls 
    • Hides the text formatting toolbar
    • Text is still saved in Rich Text format
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
    XX

    Maximum Number of Grid Records

    Allows you to set









     X





    Max Length

    • 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 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
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No









    X

    Option


    X



    Maximum Number of Grid Records

    • 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 to
  • Used with Supplier / Plant / Mix Design pick lists to limit the list of values to a particular Material
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / NoXX

    Parameter


    X













    Option

    • 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
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No






    X
    Parent System Name

    X






    Parameter

    • 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
    Info
    iconfalse
    • 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
    titleExample

    Image Removed

    Info

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / NoXX

    Record Identifier

    PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No








    X






    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).
    Use this setting when you have an additional Form that is required based on input on another From.
    Info
    iconfalse

    Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / NoX

    Related Form Indicator

    PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No








    XX





    Record Identifier

    Trim Trailing ZerosTrims 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
    titleExample

    Image Added


    Info
    iconfalse

     Field Field Types Eligible for this Setting

    ChartData GridDateFile Upload

    Lat / Long

    Chart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / NoXXX
    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
    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
    SectionText BoxTimeYes / No

    X













    Related Form Indicator

    • Use this setting when you have an additional Form that is required based on input on another From.
    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple
    ChoiceNumberPick ListText AreaSectionText BoxTimeYes / NoXXTab Direction
  • Controls the tab order direction for data grids displayed in tabular format
  • Can be assigned left to right, or right to left
    ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No






    X
    X



    X



    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
    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
    Trim Trailing Zeros
    • Trims trailing zeros from a number (i.e. 2.45800 turns into 2.458)

      Info
      iconfalse

       Field Types Eligible for this Setting

      ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple Choice
    NumberPick ListText AreaSectionText BoxTimeYes / NoX

    Chart Data Sources

    Use this setting to define the source of your chart data for a proctor curve
  • 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
    • NumberPick ListText AreaSectionText BoxTimeYes / No







      X


      X



    Tab Direction
    • Controls the tab order direction for data grids displayed in tabular format
    • Can be assigned left to right, or right to left
    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
     X

    X













    Zero Air Voids Curve

    • 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)
    Info
    iconfalse

     Field Types Eligible for this Setting

    ChartData GridDateFile UploadLat / LongChart  - Scatter PlotMultiple ChoiceNumberPick ListText AreaSectionText BoxTimeYes / No
     X














    ...