Table of Contents

Purpose

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.

This module does NOT apply to Evaluation forms.

Area / Category / Sub-Category

Similar to Activity Log, Text Libraries in Activity contain a three level hierarchy.

Level	Description
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 Example: Laboratory
Sub-Category	Lowest level of the hierarchy Example: Compressive Strength

Managing Hierarchy Limbs

Action	Steps
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
Renaming	Right-click the limb name Select Rename
Deleting	Right-click the limb name Select Delete
Deactivating	Right-click the limb name Select Deactivate

Managing Text Libraries

Text libraries can be defined at the Sub-Category level. A Sub-Category can have one or many default text libraries. To add a text library, just click the Add button above the Text Library grid.

You can apply color formatting in text libraries, and the text will be colored when used on activity forms.

Field	Description
Description	Brief description for when this text library applies
Office	Used to indicate if that text library applies to all offices or a single office. The Manage Global Text Library permission is required to associate a text library to all offices (Global). See Permissions. Required If the office defined = Owning Office in Project Specifications, the text library will be available for selection for a given project
Text	Default text

Managing Placeholder Variables

Placeholder variables can be used in the text block. These variables act as form fields that need to be answered when a user creates an Activity Log for a given text block.

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

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

Text Library Sort Order

You can control the order that Text Library records are listed when used in MetaField.

Chronologically
Alphabetically
Alphabetically - Global Paragraphs First

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