Item Classes

Overview

Classes are used to group a number of Settings, User-defined fields and Checklists which can be used across multiple Item Categories.

You can optionally link a Data Type to a Class - see Data Types for more information.

The format settings for the Description and Note fields can be used to automatically update them from user-defined fields or linked data models using Tags or SQL. The formatting priority is SQL > Tags > None.

Navigation: Items List View > Menu (Button) > Edit Classes

Class Fields

  • Description - Used in the Class lookup on Item Categories.

  • Data Type - The 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.

Input fields

Click the Edit Input Fields button to add/update the user-defined fields linked to the Class. See User-defined Fields for more information.

Checklists

Checklists can be used to manage the data integrity of Items. Click the Edit Checklist button to add/edit a Checklist for the selected Class.

See Data Checklists for more information on how checklists can be used to manage your data integrity.