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Purpose
Use this module to configure which fields a user can search by as well as what is returned in their search results.
Selecting System Names
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 configured form, but may be repeated on multiple forms. When you select a System Name for a Search Result Display Area, MetaField will return results for any 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.
Display Active System Names
By Default, when selecting a new field, the system will present you a list of System Names for Active fields only. To display both Inactive and Active System Name fields, remove the checkbox next to Display only Active System Names.
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.
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 and an explanation as to what part of the system to which they apply.
Area Name | MetaField Area | Example (Click on an image to enlarge) |
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Field Check In Result Set | ||
Field Manage Samples Search Filter | ||
Field Pickup Result Set | ||
Field Activity Report Filter |
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Field Activity Report Results |
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Field Daily Field Report Filter |
This is pre-configured 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. | |
Field Daily Field Report Results |
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Field Manage Activities Filter |
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Field Search Results |
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QC Activity Report Order |
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QC Activity Search Filter |
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QC Activity Search Results |
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QC Discrepancy Report Search Filter |
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QC Discrepancy Report Search Results |
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QC Project Search Filter |
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Utilities Sample Tracking Data Extract |
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Utilities Sample TrackingSearch Filter |
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Utilities Sample Tracking Search Results |
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