Item Classes Tutorial

💡These tutorials explain how to create and edit Item Classes with their input fields, stored procedures and checklists.

How to Create a Class#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Click New (button) to open an edit form.
4. Name = Enter in a name for the new Class.
5. Data Type = Select an option from the dropdown list (Standard, Assets, Flexo-Machine, Fasteners).
6. Click the checkbox next to Auto Description / Specification to have those fields automatically created. Alternatively, enter a description in the block beneath Description (Tag) and Specification (Tag).
7. Description (SQL): This field is unavailable if Auto Description / Specification is selected.
   1. Customise the Description as follows:
      1. Click Edit (button) next to Description (SQL) to open a form with the available SQL Tables and Fields.
      2. Click Template (button) to add a shell to work from.
      3. Click the field you want to edit.
      4. Select a Table and double-click one of the available fields to replace the field you previously selected.
      5. Click Save (button).
8. Specification (SQL): This field is unavailable if Auto Description / Specification is selected.
   1. Customise the Specification as follows:
      1. Click Edit (button) next to Specification (SQL) to open a form with the available SQL Tables and Fields.
      2. Click Template (button) to add a shell to work from.
      3. Click the field you want to edit.
      4. Select a Table and double-click one of the available fields to replace the field you previously selected.
      5. Click Save (button).
9. Warning (SQL) =
   1. Create a warning (e.g. field is not filled in or a status not set) as follows:
      1. Click Edit (button) next to Warning (SQL) to open a form with the available SQL Tables and Fields.
      2. Click Template (button) to add a shell to work from.
      3. Click the field you want to edit.
      4. Select a Table and double-click one of the available fields to replace the field you previously selected.
      5. Click Save (button).

How to Edit a Class#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Right-click a class and select Edit.

How to Create or Edit Class Input Fields#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Double-click a class to open it.
4. Click Edit Input Fields (button).
5. Click New (button) to create a field.
6. Fill in the details as required:
   1. ID: Auto-generated.
   2. Name: Auto-generated but you can overtype it to give it a more descriptive name (recommended).
   3. Caption = Enter a caption.
   4. Editor = Select an option from the dropdown list. The options are:

      Field	Description
      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)	Shows a specific number.
      Supplier	You must select a supplier from a dropdown list of suppliers.
      Text	You can input text.
      Text (Read-only)	Shows specific text.
      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	Shows the caption.
      Lookup (SQL)	SQL creates a lookup list.

   5. Layout = Select an option from the dropdown list of where the field appears.
   6. Caption = Select an option from the dropdown list of where the caption appears.
   7. Width = Enter in the width of the field (only applies to certain fields, e.g. text fields).
   8. Decimal = Enter how many decimal places to use (if applicable).
   9. Arrows: Move the line up or down the hierarchy (only applies if there are multiple input fields).
   10. Menu: Change the hierarchy or delete the line item.

How to Create a Selectable Stored Procedure#

1. Create Input Fields as explained (above).
2. Click Menu (button) > Create selectable Stored Procedure.
   1. A popup confirms that the procedure was created.
   2. The code is copied to your clipboard.
3. Navigate to an SQL Input Field and paste the code.

How to Create Class Checklists#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Click Edit Checklist (button).
4. Click Add (button).
5. Description = Type a description.
6. Code = Type a code.
7. Type = Select a type from the dropdown list:
   1. Manual: Users must manually approve the checklist.
   2. Auto: SQL code approves the checklist.
   3. Override: SQL code approves the checklist but you can override it.
8. Click Save (button).

How Add or Edit SQL for Auto Checklists#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Click Edit Checklist (button).
4. Click Edit (button).
5. Right-click a checklist and select Edit SQL (Auto and Override types only).
6. Click Template (button) to prefill the form in the right format or enter your own SQL.
7. Change any of the fields as needed.
8. Click Save (button) on the Template and Save (button) on the popup.
9. Close the popup using the X in the corner.

How Edit Class Descriptions (SQL)#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Double-click a class to edit it.
4. Click Edit (button) next to Description (SQL).
5. Click Template (button) to prefill the form in the right format or enter your own SQL.
6. Change any of the fields as needed.
7. Click Save (button) on the Template and Save (button) on the popup.
8. Close the popup using the X in the corner.

How to Copy a Class#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Right-click a class and select Copy.
4. Confirm that you want to copy the class from the popup.
5. Edit any of the fields (as described under How to Create a Class).

How to Delete a Class#

1. Navigate to Main Menu > Items > Items.
2. Click Menu (button) > Edit Classes.
3. Right-click a class and select Delete.
4. Confirm the deletion on the popup.