Workflow Configuration - Event Attributes

Configuration Wizard - Event Attributes (Step 18 of 22) PLEASE NOTE

The following topic may include references to the custom scripting aspects of the IndySoft product line. Some aspects of the discussed features may not be accessible to end customers. For reference, the affected features will use the word 'script' or 'custom script.' Refer to the Custom Scripting Overview topic for more information about custom scripting and how it is implemented and supported within the product.Event attributes can be used as a convenient way to store/edit additional event details after the basic fields in the Workflow Configuration - Field Settings step has been exhausted. This interface allows for an unlimited # of additional event fields. Each field/attribute can have a customized type - which determines the type of data (text, numeric, date, time, etc.), drop-down type (if applicable), any links to existing equipment fields or attributes, visibility, etc. For details on editing attributes within events, see Event Steps - Event Attributes. To set up an attribute:

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Configuration Wizard - Step 18 of 22 - Event Attributes

Add Attributes

Creates a new event attribute. See Add/Edit Attribute section below for more details.

Edit Attribute

Edits the currently selected attribute. See Add/Edit Attribute section below for more details.

Delete Attribute

Deletes the selected attribute(s) - multiple attributes can be selected and deleted together.

Add Attributes From An Equipment Attribute Type/Group

This option speeds up the input of event attributes in certain scenarios. For certain event types, the attributes that should be displayed for editing closely/exactly match attributes that exist on the equipment level as equipment attributes. This button can quickly clone these equipment-level attributes as event attributes. Common options are shown, which will be duplicated across all attributes created. After creating the initial slate, these options can always be modified per attribute. All event attributes created will be set as linked to the equipment attributes used for the clone. The following dialog will be displayed:

Add All Equip. Attributes from a Type & Group (Optional)

·Company / Attribute Type - the company and attribute type that contains the equipment-level attributes to clone. This corresponds to a record in the Add/Edit...Attributes...Attribute Types wizard.

·Att. Group (Optional) - choose this value if you want only certain equipment attributes cloned, only those matching this group name.

·Default / Update - sets the corresponding value for all event attributes created.

·Hide This Attribute If - sets the corresponding values for all event attributes created - used to hide the event attribute based upon certain equipment status indicators

·Requires to Sign Off / Unique Per Equipment / Drop-Down List Only - No Edit / View Only / Required - set the corresponding values for all event attributes created.

Export Attributes Tab Items

Exports the event attributes to a file that can be imported for other event types. The exported file is in text format.

Import Attributes Tab Items

Imports the event attributes from a file created by the 'Export Attributes Tab Items.'

Along the lower section of the grid, you can use these options to format and organize the attribute group information in your grid.

Attribute Group Settings

Add/Edit Attribute
This dialog is used for adding/editing an event attribute:

Add/Edit Attribute

Attribute Name

The unique name of the event attribute. This name will be visible in the event - users click on this name to edit the attribute.

Field Type

Thirty different field types are available. The first six are the most common - corresponding to general data types: Text, Numeric, Date, Time, Boolean, and Memo. Depending upon this type, the appropriate field editor will be shown in the event (edit box for Text, Calculator for Numbers, Date control for Dates, etc. Many additional types are text-based but include a fixed listing for the drop-down (Condition, Department, Employee, Location, etc...). These roughly correspond to common event data that has a corresponding list in the Add/Edit system. Event Lists 1-4 correspond to Workflow Configuration - Event Lists lists. Custom SQL enables the input of SQL ('Custom SQL' field) to populate the drop-down items. Calculated items are read-only, not editable. Currency items are numeric, two digits of resolution, and include Currency characters ($, etc.). The Button type will display a button when the event attribute is highlighted in a grid or when the attribute name is clicked within an event layout. A custom event script must be written to respond to this button click - use the 'Attribute Button Click' trigger action.

Res. (If Numeric)

Only applicable for Numeric type fields - input the # of digits resolution. Note: For the 'Company Custom List' and 'System-Wide Custom List' field types, this field is used to store the # of the list that should be used for the drop-down.

Group Name (Opt.)

Event attributes can be optionally displayed in groups. These groups are displayed as tabs when event attributes are shown in grid form. When event attributes are shown in an event layout, there are typically shown as sections in a table, with a header line per section:

Multiple Attribute Groups in an Event Layout

Multiple Attribute Groups in an Event Attributes Grid

Default / Update

Seven options are available:

1. No Action - this event attribute is not linked to an equipment attribute or field.

2. Linked Att. - Default Only - this event attribute is linked to the 'Linked Att' selected below, but only to default the event attribute's value based upon the value in the equipment attribute.

3. Linked Att. - Update Only - this event attribute is linked to the 'Linked Att' selected below, but only to update the equipment attribute's value based upon the value selected for the event attribute.

4. Linked Att. - Default & Update - this event attribute is linked to the 'Linked Att' selected below, both to default the event attribute's value based upon the value in the equipment attribute and to update the equipment attribute's value based upon the value selected for the event attribute.

5. Equip. Field - Default Only - this event attribute is linked to the 'Equip. Field - Default' selected below, but only to default the event attribute's value based on the equipment field's value.

6. Equip. Field - Update Only - this event attribute is linked to the 'Equip. Field - Update' selected below, but only to update the equipment field's value based upon the value selected for the event attribute.

7. Equip. Field - Default & Update - this event attribute is linked to the 'Equip. Field - Default' selected below to default the event attribute's value based on the equipment field's value. Also, this event attribute is linked to the 'Equip. Field - Update' selected below to update the equipment field's value based upon the value selected for the event attribute.

Linked Att - Company/Type/Name

Used to select the linked equipment attribute for 'Linked Att.' options above

Equip. Field - Default

Used to select the linked equipment field for the 'Equip. Field - Default' and 'Equip. Field - Default & Update' options above

Equip. Field - Update

Used to select the linked equipment field for the 'Equip. Field - Update' and 'Equip. Field - Default & Update' options above

Show/Hide By Profile

Use this option to hide or show this event attribute based on the security profile. Only one show/hide rule and related profile can be set up.

Profile

The related profile for the 'Show/Hide By Profile' option above.

Custom SQL

Only relevant to event attributes with the 'Custom SQL' field type. This SQL is used to populate the drop-down list for the attribute. Typically this SQL is given through IndySoft Support as part of a custom configuration.

Hide This Attribute If

Set these equipment status indicators and lab status indicators to note certain equipment states that, when true, should result in the event attribute being hidden within the event. If custom captions have been set up on the Company-level or System-wide level for these status fields, then custom captions will be shown. If no hide rule is relevant for a field, leave the field in the 'no action' state (blue checkbox)

Requires Sign Off

If checked, then any edit to this event attribute will require a fresh input of the user's password before proceeding. This is helpful for especially sensitive data where you want to ensure that another user did not walk up to the computer and make the edit.

View Only

This setting blocks any edits for the attribute value for view-only purposes.

Unique Per Equipment

Typically this value is True - meaning each asset selected into the event's 'Choose Equipment' grid (if applicable) has its value for this attribute. If this item is unchecked, then all items receive the same value. Important: When using an event layout, a more flexible solution is to leave this 'Unique Per Equipment' value as True and use the 'ALL EQUIPMENT' hyperlink in the attribute header within the layout to make exceptions for this value for one asset. See Event Steps - Event Attributes for more details.

Required

This setting requires inputting a value for this attribute before the event is completed. If a value is not input, the user will be alerted before being able to complete the event.

Drop-Down List Only - No Edit

This setting blocks the input of any text value (if applicable) for the attribute that does not exactly match a choice in the drop-down list. |