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About Search / Results Display

In this Admin tab you can configure which Activity Fields a user can search by as well as what is returned in their search results. Depending on the Display Area selected, certain Field Types may be prohibited.

Also on this screen you can determine which fields display on the Discrepancy report as well as set fields that should display next to images on Activity reports. You can also set Fields to display in these Report areas from the Activity - Form Designer tab.

 

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 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.

 

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.

 

Area NameMetaField AreaExample (Click on an image to enlarge)
Discrepancy Report
  • Use this display area to select the Fields and the Field order for display on the discrepancy report
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

This is preconfigured to use the Technician and Date fields that default on a Form.

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
 
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
 
QC Activity Report Order
  • Control field display when choosing the order of Activities when generating a report
QC Activity Search Filter
  • In Quality Control > Activity, when searching for Activities for a specific project these Fields will be available
QC Activity Search Results
  • In Quality Control > Activity, when working with a project, this controls which columns will display
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
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
QC Project Search Filter
  • In Quality Control > Activity, when searching for a project, these fields will be available
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
 
Utilities Data Extract
  • In Utilities > Activity Data Extra, this controls what Fields will be available for display on the data extract
Utilities Search Filter
  • In Utilities > Activity Data Extract, you can set fields to search for Activity records using this area

Utilities Search Results

  • In Utilities > Activity Data Extract, this controls which columns will display

 

 

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