Item Classes

Overview

Classes are used to group Settings, User-defined Fields and Checklists.

Data Types can also be linked to a Class. See Data Types for more information.

Description and Note fields can automatically be updated using User-defined Fields or linked data models using Tags or SQL. The formatting priority is SQL > Tags > None.

Navigation

Main Menu > Items > Items > Menu (button) > Edit Classes > Classes (tab)

List View

Buttons Explained

  • New: Creates a new Class.
  • Menu: 

Fields Explained

FieldDescription
Field Chooser (*)Add or remove columns.
IDA system-generated number allocated to the class.
NameThe user-defined Class Name.
Data TypeThe Data Type selected for the class.
Auto Description/NoteA checkbox. If checked, the description is automatically created.
Input FieldsA checkbox. If checked, input fields are created for the class.
ChecklistA checkbox. If checked, a checklist is created for the class.
Menu (...)A submenu with the following options:
  • Edit: Edit the Class.
  • Copy: Copy the class to create a new Class.
  • Delete: Delete the Class.

Edit View

Buttons Explained

ButtonDescription
⬆ ⬇Arrows allow you to navigate to the next or previous class.
NewCreate a new class.
CopyCopy a class to create a new class.
DeleteDelete a class.
SaveSaves any changes.
Edit Input FieldsCreate or edit any input fields (e.g. additional information about a product).
Edit ChecklistCreate or edit a checklist (e.g. checks that users fill in certain fields).
Edit buttons next to headingsAllows those fields to be edited.

Fields Explained

FieldDescription
NameA field for you to type a name for the class.
Data TypeA dropdown list allowing you to choose one of these options:
  • Standard
  • Assets
  • Flexo – Machine
  • Fasteners
Auto Description/SpecificationCheckbox. If checked the description and specification is created from the name. These fields will be unavailable:
  • Description (Tag)
  • Specification (Tag)
  • Description (SQL)
  • Specification (SQL)
Description (Tag)Type a Tag Description. Tags provide more information about a product (e.g. dimensions, type of material, services required).
Specification (Tag)Type detailed information about the tag. You can click in the box and edit the information or click Edit (button) to open a text editor.
Description (SQL)Opens an SQL Editor from which users can add or remove data fields to include in the Description.
Specification (SQL)Opens an SQL Editor from which users can add or remove data fields to include in the Specification.
Warning (SQL)Opens an SQL Editor from which users can add or remove data fields to include as Warnings.

Edit Class: SQL Editor

Buttons Explained

ButtonDescription
TemplateCreates a Template for the field.
ClearDeletes the information entered.
CancelDiscards the changes.
SaveSaves the changes.

Tables lookup list

  • The list of available tables identified by their data names (e.g. abbreviated names of reports).

Fields lookup list

  • All the fields available on each table that users can select (double-click) to include in the template (e.g. columns available when viewing a report).
  • This lookup list will change when a different table is selected.

Edit Class: Edit Input Fields

Buttons Explained

ButtonDescription
NewCreates a new Input Field (adds a line at the bottom of the table).
DeleteDeletes an input field.
SaveSaves any changes.
PreviewPreview the changes.
Menu > Create Selectable Store ProcedureCopies the Input Fields as SQL for you to paste into an SQL Editor.

Fields Explained

FieldDescription
Field Chooser (*)Add or remove columns.
IDA system-generated number allocated to the Input Field.
NameThe Database Name for the Input Field.
CaptionThe Input Field's name shown to Users.
EditorThe expected input. In edit mode, you can select an option from this dropdown list:
  • Checkbox: A yes/no checkbox is created.
  • ComboBox (Fixed list): A lookup list is created. You must select one of the entries.
  • ComboBox (Editable): A lookup list is created. You can select an entry or enter something else.
  • Customer: You must select a customer from a dropdown list of customers.
  • Date: A date must be selected.
  • Date (Read-only): A date is prefilled and cannot be edited.
  • Filename: The name of a file is entered.
  • Group Header: The applicable Group Header is filled in.
  • Image: The field requires an image.
  • Item: You must select an item from a dropdown list of items.
  • Memo: You can type a memo.
  • Number: A number must be entered.
  • Number (Read-only): A specific number is displayed.
  • Supplier: You must select a supplier from a dropdown list of suppliers.
  • Text: You can input text.
  • Text (Read-only): Specific text is displayed.
  • Time: You can select a time from a time field.
  • Timestamp: You can select a date and time from the calendar and time fields.
  • Caption: The caption is displayed.
  • Lookup (SQL): SQL is used to create a lookup list.
LayoutWhere the Input Field should be positioned. In edit mode, you can select Below, Right, and Column from the dropdown list.
WidthThe Width of the Input Field (only applicable to custom fields). You can type a number.
DecimalThe number of decimal places that are allowed in the Input Field.
⬆ ⬇The order of the Input Field in the input hierarchy. The hierarchy is changed using the Menu options (see below).
Menu (...)
  • Insert: Inserts a new line.
  • Edit Lookup List: Only appears when an applicable option is selected in the Editor column (e.g. ComboBox). Type the entries that should appear in the option chosen (e.g. entries that will be used to create a dropdown list in the ComboBox).
  • Move Up: Moves the line up one line in the hierarchy.
  • Move Down: Moves the line down one line in the hierarchy.
  • Delete: Deletes the input field.

Edit Class: Edit Checklist

Buttons Explained

ButtonDescription
⬆ ⬇Arrows allow you to navigate to the next or previous item.
EditChanges the fields from read-only to be editable.
AddAdds a new line at the bottom of the table.
SaveSaves any changes.

Fields Explained

FieldDescription
Field Chooser (*)Add or remove columns.
DescriptionThe user-defined Description for the checklist item.
CodeA short description (Code) for the checklist item.
TypeA dropdown list for you to select Manual, Auto, or Override.
Updated byThe name of the User who last updated the entry.
UpdatedThe Date on which the entry was last updated.
Menu (...)
  • Edit SQL: Option is only applicable if Type = Auto or Override. Edit the SQL (See Edit Class: SQL Editor above).
  • Delete: Deletes the specific entry.
  • Move Up: Moves the entry one line up.
  • Move Down: Moves the entry one line down.

Technical Information: Class Fields

FieldDescription
DescriptionUsed in the Class lookup on Item Categories.
Data TypeThe lookup is populated from the Data Types that are enabled in General Settings.
Description (SQL)Input MATUNITID; Output DESCRIPTION.
Description (Tags)A list of available Tags is provided.
Note (SQL)Input MATUNITID; Output NOTE.
Note (Tags)A list of available Tags is provided.

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