Item Classes

List View

Buttons Explained

• New: Creates a new Class.

• Menu: 

  • Layout & Grid

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number allocated to the class.

• Name: The user-defined Class Name.

• Data Type: The Data Type selected for the class.

• Auto Description/Note: A checkbox. Checkmark = The Description is automatically created.

• Input Fields: A checkbox. Checkmark = Input Fields were created for the class.

• Checklist: A checkbox. Checkmark = A Checklist was created for the class.

• Menu (...): A submenu allowing users to :

  • Edit: Allows users to edit the Class.

  • Edit Input Fields: Allows users to create or edit the Input Fields.

  • Edit Checklist: Allows users to create or edit Checklists.

  • View/Edit Note (Tag): Allows users to create or edit a Tag.

  • View/Edit Note (SQL): Allows users to create or edit a Note.

  • View/Edit Description (SQL): Allows users to create or edit a Description.

  • View/Edit Warning (SQL): Allows users to create or edit a Warning.

  • Copy: Allows users to copy the class to create a new Class.

  • Delete: Allows users to delete the Class.

Edit View

Buttons Explained

• ⬆ ⬇ : Arrows allow users to navigate to the next or previous class.

• New: Allows users to create a new class.

• Copy: Allows users to copy a class to create a new class.

• Delete: Allows users to delete a class.

• Save: Saves any changes.

• Edit Input Fields: Allows users to create or edit any input fields (e.g. additional information about a product).

• Edit Checklist: Allows users to create or edit a checklist (e.g. checks that users fill in certain fields).

• Edit (buttons): Allows users to edit the section below an edit button.

Fields Explained

• Name: A field for users to type in a name for the class.

• Data Type: A dropdown list allowing users to choose Standard or Assets as the data type.

• Checkbox Auto Description/Specification: Checkmark = The description and specification will be created from the name. The fields Description (SQL) and Specification (SQL) will be unavailable.

• Description (Tag): Allows users to type in a Tag Description. Tags provide more information about a product (e.g. dimensions, type of material, services required).

• Specification (Tag): More detailed information about the tag. Users 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

• Template: Creates a Template for the field.

• Clear: Deletes the information entered.

• Cancel: Discards the changes.

• Save: Saves 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 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

ℹ️ See User-defined Fields for more information.

Buttons Explained

• New: Creates a new Input Field (adds a line at the bottom of the table).

• Delete: Deletes an input field.

• Save: Saves any changes.

• Preview: Allows users to preview the changes.

• Menu > Create Selectable Store Procedure: Copies the Input Fields as SQL for users to paste into an SQL Editor.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number allocated to the Input Field.

• Name: The Database Name for the Input Field.

• Caption: The Input Field's name shown to Users.

• Editor: The expected input. In edit mode, users can select an option from a dropdown list:

  • Checkbox

  • ComboBox (Fixed list)

  • ComboBox (Editable)

  • Customer

  • Date

  • Date (Read-only)

  • Filename

  • Group Header

  • Image

  • Item

  • Memo

  • Number

  • Number (Read-only)

  • Supplier

  • Text

  • Text (Read-only)

  • Time

  • Timestamp

  • Caption

  • Lookup (SQL)

• Layout: Where the Input Field should be positioned. In edit mode, users can select Below, Right, and Column from the dropdown list.

• Width: The Width of the Input Field (only applicable to custom fields). Users can type in a number.

• Decimal: The amount of decimal places 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). Allows users to type in 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

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

Buttons Explained

• ⬆ ⬇ : Arrows allow users to navigate to the next or previous item.

• Edit: Changes the fields from read-only to be editable.

• Add: Adds a new line at the bottom of the table.

• Save: Saves any changes.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• Description: The user-defined Description for the checklist item.

• Code: A short description (Code) for the checklist item.

• Type: A dropdown list for users to select Manual, Auto, or Override.

• Updated by: The name of the User who last updated the entry.

• Updated: The Date on which the entry was last updated.

• Menu (...):

  • Edit SQL: Option is only applicable if Type = Auto or Override. Allows users to 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.

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.

Related Topics

• Reference: Items

• Reference: Item Categories

• 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