Inspection User Defined Field Attribute Definitions - Setup

Inspection User Defined Field Attribute Definitions - Setup

Review the information below to learn more about NEXGEN User Defined Fields and their configuration settings. To learn more about User Defined Fields and how to use them, review our User Defined Field Module Overview help article.

Inspection User Defined Field Configuration Overview



  1. Name: Backend ID that is used to pull your information. Please enter a "Name" ID that does not contain special characters or spaces. The maximum character limit for this field is 50 characters.
  1. Caption: Name of the UDF field on the end user side. This can include spaces and should be something your end users can recognize. The maximum character limit for this field is 50 characters.
  1. Field Type: How you want your UDF to be entered. Please select one option from the dropdown list. Do not try and type in your own value. See "Inspection Field Type Summary Table" for an example of each field type.
  1. Length: Character length. Sets a maximum amount of characters for your field entry. Should be greater than 0 and no more than 1000 for Text and MultiLine field types. For all other field type types, the maximum character limit should be no more than 50.
  1. Data Type: Corresponds to your Field Type value. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value.
  1. Dock Zone: Zone where your UDF will be placed. Zones MUST be created before downloading the inspection template. Please select one option from the dropdown list.
  1. Sort Order: The order you would like your UDF fields to appear in on an inspection form. Please keep in mind that currently, a max of 3 UDF fields will appear together in a row. 
  1. Mandatory: Makes field mandatory. Users cannot create or save an inspection without a mandatory field. Consider making fields mandatory only if end users can enter a value for the mandatory field when creating the inspection. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value. TRUE = Yes; FALSE = No.
  1. Editable: Allows users to edit this field. If "Editable" is not set to true, your users will not be able to edit this field and enter any values. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value. TRUE = Yes; FALSE = No.
  1. Hidden: Indicates if your field is hidden from end users. Used mainly by our development team. Please select "FALSE" from the dropdown option to ensure your field is visible.
  1. Internal: Allows your field to be viewed by your employees. Internal MUST be set to TRUE for your employees to view this field. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value. TRUE = Yes; FALSE = No.
  1. External: Allows your field to be viewed by contractors. External MUST be set to TRUE for contractors to view this field. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value. TRUE = Yes; FALSE = No.
  1. Show Comment/Attachment: Allows users to provide a comment/attachment for the specific field if selected. The comment/attachment option will appear if the field is populated.
  1. Validate: Allows values that are entered to be validated and approved or denied if they are within a certain range. Only applies to Field Types indicated below. Please only enter a value for this if your field type can be validated.
  1. Min: Indicates the minimum value for a field entry when validated.
  1. Max: Indicates the maximum value for a field entry when validated.

Field Type Summary Table

Field Type Name

Description

Example

Date Time

Select date from a calendar and time from dropdown in 30 min intervals. User can type to edit more exact time. Time will default to current time if not selected


Date

Allows user to select the date from a calendar.


Time

Allows user to select time from dropdown in 30 min intervals. User can type to edit more exact time.


Textbox

Allows user to type text into box.

(Max character limit is 1000)

Multi Line

A textbox that allows you to type multiple lines of text into a box. User can scroll to view all lines of text. 

(Max character limit is 1000)

List Box

Select criteria from a list of options. Multiple options can be selected at the same time


Dropdown

Select criteria from list of options. Only one option can be selected.


Auto Complete

Allows user to type to filter a list of options.


Checkbox

A box that can be checked or unchecked.




Data Type Definitions Table

Data Type
Definition
Compatible Field Types
Boolean
Reads the field entry as a TRUE/FALSE database value.
  1. Checkbox
DateTime
Reads the field entry as a date value.
  1. Date
  2. DateTime



Decimal
Reads the field entry as a decimal value. Users will not be able to enter letter values (ex. 10 lbs) and they will receive a validation message if their entry is not compatible.
  1. TextBox
Integer
Reads the field entry as an integer value. Users will not be able to enter in decimal values (ex. 3.145) and they will receive a validation message if their entry is not compatible.
  1. TextBox
String
Reads the field entry as a string value.
  1. AutoComplete
  2. DropDown
  3. ListBox
  4. MultiLine









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