The Work Order Data section is where work order data for various events of a workflow can be defined.
Creating a New Data
Click on the 'Create' button to add a new data field to the workflow. The following dialog box pops up:
Select the desired Data Field from the drop-down list. If this data field does not exist in the list, it can be created in the Events/Data table by adding through "Add New" (The data field and code will automatically be selected after saving). Add New function has been defined at the end of page..
Specific information related to an event data can be put in the Specific Info/Suffix textbox.
Select Currently Active checkbox if this data field should be active.
Enter the full description.
Select the Responsible Company from the drop-down list.
Unique Data Code is supplied by the application.
Select Apply to T/D checkbox if this event data is applicable to all transport documents.
Select Background Color for this event data field from the drop-down list. This helps in a better view of all event data.
Select Customer Access from the drop-down. It can be No Access, Visible, or Updatable.
Select Requires from the drop-down and the field from another drop-down. It refers to which field should be updated.
Select the Display in Header checkbox if this data field should appear in the work order header.
Toggle Yes to allow Global Search.
A default data value can be set in the Default Data Value text box.
Select Require Remarks from the drop-down.
Toggle Yes to make data field mandatory.
Select the Data Option from the drop-down.
Specify a Regular Expression to validate this Data Field.
Enter message to be displayed when the regular expression fails.
Add Item/Query List to get the list of items. It can contain many items by using a semicolon(;) after each item.
Add Validation Expression for having the condition of any particular data.
Additional Actions, select Add data to existing open work orders as well if this data field is to be added to all open work orders.
For a selected workflow, work order data is displayed as follows:
In order to update other details like workflow, functions, etc to an event. Click on any data. The following window will appear:
Editing Work Order Data
Click on the icon to modify work order data. The following dialog box appears:
Under Additional Actions, select Apply data to existing open work orders where data is missing checkbox to apply data changes to all existing open work orders where it is not already present. This action does not include closed work orders. This Additional Actions section will only appear when the particular data field is missing from work order.
Select Remove data from existing open work orders where not applicable checkbox if this data is not applicable to existing work orders anymore.
Make the desired changes and click on the 'Save' button.
Deleting a Data
Click on the icon if the event is to be deleted. A confirmation dialog box appears as follows:
A data cannot be deleted if it is used in one or more work orders. Force Delete checkbox under Additional Actions can be selected to remove this data from all work orders as well as reports where it is used.
Click on the 'Delete' button to delete the event and all data associated with it.
Exporting Work Order Data
Click on the 'Export' button to export work order data in MS-Excel.
Adding a new field on Data page
Click on 'Add New' button. It will have three fields called Data Name, Data Code and Data Type. Type of data can be Text, Number, Date, Currency, Computed, Hyperlink, Location, and Phone as defined below:
Text: Gives free text to fill a field.
Number: Allows to fill a field as numbers.
Date: Gives the date format.
Currency: Allows to add a field as currency.
Computed: Allows to a compute expression on which field should be auto calculated.
Hyperlink: Allows to fill a field with hyperlink.
Location: Allows to add a Geo location.
Phone: Allows to add phone number.