Item Classes Tutorials

How to Create a Class

1. Navigate to  Main Menu > Items > Items.

2. Click Menu (button) > Edit Classes.

3. Navigate to Classes (tab).

4. Click New (button).

5. Name: Type in a name for the new Class.

6. Data Type: Select an option from the dropdown list (Standard or Assets).

7. Click the checkbox next to Auto Description / Specification to have those fields automatically created, or

type in a description in the block beneath Description (Tag) and Specification (Tag).

8. 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).

9. 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).

10. 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. Navigate to Classes (tab).

4. Right-click a class and select Edit  from the context menu.

How to Create or Edit Class Input Fields

ℹ️ Input Fields allow you to create more fields or checkboxes for the Class.

4. 1. Navigate to  Main Menu > Items > Items.

   2. Click Menu (button) > Edit Classes.

   3. Navigate to Classes (tab).

   4. Right-click a class and select Edit Input Fields from the context menu.

   5. Click New (button) to create a new 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: Type in a caption.

      4. Editor: Select an option from the dropdown list.

      5. Layout: Select an option from the dropdown list of where the field will be displayed.

      6. Caption: Select an option from the dropdown list of where the caption should be displayed.

      7. Width: Type in the width of the field (only applicable to certain fields e.g. text fields).

      8. Decimal: Type in how many decimal places to use (if applicable).

      9. Arrows: Move the line up or down the hierarchy (only applicable if there are multiple input fields).

      10. Menu: Allows you to 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 pop-up will confirm that the procedure was created.

   2. The code will be 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. Navigate to the Classes (tab).

4. Right-click a class and select Edit Checklist from the context menu.

5. Click Add (button).

6. Description: Type in a description.

7. Code: Type in a code.

8. Type: Select a type from the dropdown list. If Auto is selected, SQL is required. See the below tutorial.

9. 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. Navigate to the Classes (tab).

4. Right-click a class and select Edit Checklist from the context menu.

5. Click Edit (button).

6. Type: Select Auto from the dropdown list.

7. Right-click a checklist and select Edit SQL from the context menu.

8. Click Template (button) to prefill the form in the right format or enter your own SQL.

9. Change any of the fields as needed.

10. Click Save (button) on the Template, and Save (button) on the pop-up.

How to View or Edit Class Descriptions (SQL)

1. Navigate to  Main Menu > Items > Items.

2. Click Menu (button) > Edit Classes.

3. Navigate to Classes (tab).

4. Right-click a class and select View / Edit Description (SQL) from the context menu.

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 pop-up.

How to View or Edit Warnings (SQL)

1. Navigate to  Main Menu > Items > Items.

2. Click Menu (button) > Edit Classes.

3. Navigate to Classes (tab).

4. Right-click a class and select View / Edit Warning (SQL) from the context menu.

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 pop-up.

How to View or Edit Note Tags

1. Navigate to  Main Menu > Items > Items.

2. Click Menu (button) > Edit Classes.

3. Navigate to Classes (tab).

4. Right-click a class and select View / Edit  Note (Tag) from the context menu.

5. Type in or edit the tag.

6. Click Save (button).

7. Click Close (button).

How to View or Edit Notes (SQL)

1. Navigate to  Main Menu > Items > Items.

2. Click Menu (button) > Edit Classes.

3. Navigate to Classes (tab).

4. Right-click a class and select View / Edit  Note (SQL) from the context menu.

5. Click Template (button) to create a new template or enter your own SQL.

6. Change any of the fields as needed.

7. Click Save (button).

How to Copy a Class

1. Navigate to  Main Menu > Items > Items.

2. Click Menu (button) > Edit Classes.

3. Navigate to Classes (tab).

4. Right-click a class and select Copy from the context menu.

5. Confirm that you want to copy the class from the popup.

6. Edit any of the fields (as described under How to Create a Class).

How to Delete a Class

ℹ️ Before you can delete a Class you will need to delete any of the SQL fields linked to the class. Right-click the item you want to delete and select every option from the context menu one at a time and delete or clear the fields.

1. Navigate to  Main Menu > Items > Items.

2. Click Menu (button) > Edit Classes.

3. Navigate to Classes (tab).

4. Right-click a class and select Delete from the context menu.

5. Confirm the deletion on the pop-up.

Related Topics

• Reference: Items

• Reference: Item Categories

• Reference: Item Classes

• Reference: Item Creation and Editing

• Reference: Item Customisation

• Reference: Item Locations

• Reference: Item Views

• Tutorial: Items

• Tutorial: Item Categories

• Tutorial: Item Classes

• Tutorial: Item Creation and Editing

• Tutorial: Item Customisation

• Tutorial: Item Locations

• Tutorial: Item Views