Form Designer - Field Settings

• Used to systematically assign a number only when the field is visible on the form.

• 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.

• 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

• Use this setting to define the source of your chart data for your scatter plot chart
  • Data Grid = The grid that contains your X/Y coordinate fields
  • X Coordinate Field = The grid field that contains the X coordinate
  • Y Coordinate Field = The grid field that contains the Y coordinate
  • Color = The color of the plot point and trendline for a given data series
  • Trendline Pattern = The pattern of the trendline (solid or dashed)
  • Legend Label = The label used in the legend to identify the data series
  • Exclude Data Point Flag = Y/N field that is the flag indicating if a data point record should be excluded

• Places an X and / or Y axis label on the chart
  • X Scale Label = The X axis text label
  • Y Scale Label = The Y axis text label

• Trendline Type for the scatter plot chart
  • Linear = A linear trendline
  • Logarithmic = A logarithmic trendline
  • Polynomial = A polynomial trendline that can be defined to the 2nd, 3rd or 4th order
  • Smooth = A smooth trendline connecting plot points
  • Straight = A straight line connection between two data points
  • None = No line displayed between data points

• Clears the field upon copying an existing form record into a new form record
• Default behavior for all fields is to copy when the Copy Activity feature is used

• Used in conjunction with the 'Display As Table' setting that can be applied to data grids. 
• Sets a size in pixels for the width of a column in a data table. Can be used for easier data entry on fields that tend to be longer in character length. 

• 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
  • ...and many more

• Used to tie a time field to a date field so that time can be adjusted based on daylight savings

• Allows you to set the maximum number of decimal places that can be entered

  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

• 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

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

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

• Allows you to set a default value upon new form record creation
• Can be based on static values or dynamic values that reference pre-defined areas
• 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

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

• Use this to make a field non-editable

• Can select which sections of MetaField this should be applied to

   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	X		X	X	X	X	X	X	X	X

• Prevents all edits of the field after the record is saved for the first time. 
• Reserved for instances where a value must remain unchanged after initial entry. Field can't be modified in Field, LIMS, or QC after record is saved for the 1st time. 

• Used to identify if a discrepancy is included in an Activity, regardless of status.
• Used by the system for discrepancy management and reporting.

• Used to identify option value(s) that signify that a discrepancy is "Closed" and has been resolved. 
• When one of these values are selected in Field on an Activity, 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

• 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

• When applied, the field will behave as a popup and user can make their selections and close the popup
• Useful on longer forms
• Allows for type ahead functionality to narrow the list choices to those containing the string provided

• 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

• 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

• Use this to hide the Add and Delete buttons from the UI

• Use this setting when you want to hide the field label from the data grid record identifier added to the data grid record header
• Applying this setting conserves horizontal space (text) displayed on the record header

• Allows you to hide the Record Numbers for each Data Grid Instance

• Can only be used if Record Identifier was previously set

  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

• Adds a validation rule to a number field. The field will be flagged if the value entered by a user is not a multiple of the selected increment value. 

• Enter the maximum number of characters that this field should allow

• Allows you to set the maximum number of records that can be added for Data Grids
• Enter a whole number greater than 0

• 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

• 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

• 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).

• This setting controls the visibility of columns on smaller screens in a configurable data grid. Setting a Priority value of 1 means the field on the data grid will always show, Priority 2 would hide the field on the data grid would be hidden on smaller screens. 

• 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

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

• Can be applied to prompt users to input a number of a specified number of digits long.
• Good idea to combine with helper text or a validation message. 
• If a user puts in number longer than the set width a prompt will appear: "Number must be a positive or negative integer." 
  • Example Width = 100
    • User Input = 999 Valid
    • User Input = 12345 Not Valid

• 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)