Sub Object Views

Overview

Sub Objects can be placed on a Data Entry Template (DET) to provide a user with functionality to add or link a table of information with the Job card. This allows a many to one relationship between the table of information and the Job card as well as keeping all the data in the one place for easy access.

Sub Object Views

The Sub Object function allows the user to toggle between two different views:

  • Card View - Where the user can expand a Sub Object record from the list to view and edit the information in a Card format and collapse the Card format back to the List view.
  • List View - Where the fields for the Sub Object appear in a table grid format and the user can immediately view and edit the information for all the records at once.

Users can toggle between Card view or List view by changing the view select list at the top of the sub object, next to the label.

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Card View

When a Sub Object is in Card View, the user will be presented with each Sub Object record collapsed into a single grayed out field displaying the title of the record with an arrow down button (1) beside it. This allows the user to view the title of all the Sub Object records in a quick glance.

The user can then edit a Sub Object record by clicking the arrow down button beside a field to display the editable fields of the sub object, edit the Sub Object record data and press the Save button to save the data or press the Save and Close button to save the data and collapse the Sub Object record view.

More Sub Object records can be added using the Add button.

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Card-View.png

List View

When a Sub Object is in List view, the user will be presented with a table grid format of editable Sub Object fields. All the fields visible on the Sub Object are displayed for the user to edit immediately on the screen without having to press any additional buttons.

The user can then edit one or more of the fields, then press the Save button to save the data.

More Sub Object records can be added using the Add button, while Sub Object records can be deleted using the [ X ] button.

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List-View.png

Buttons

This section explains the functions for the buttons available for Sub Object views:

  1. Expand
  2. Save
  3. Save and Close
  4. Add
  5. [ X ]

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Expand

The Expand button is only visible when the Sub Object is in Card view. Clicking this button will automatically expand all Sub Object records to show all fields for a user to edit.

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Expand.png

Save

When in List view, the Save button (1) appears in the bottom row of the Sub Object. Clicking this button will save any changes made to any of the fields for any Sub Object record in the table grid.

When in Card view, the Save button (3) appears in the bottom row of the Sub Object view and each expanded Sub Object record will also have a Save button (2) available. Clicking on the Save button in the bottom row of the Sub Object view will save any changes made to any of the expanded Sub Object record views.

Clicking on the Save button within each Sub Object record view will only save any changes made to fields within that particular Sub Object record view only.

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Save.png

Save and Close

The Save and Close button is only visible when the Sub Object is in Card view. The Save and Close button (1) appears in the bottom row of the Sub Object view and each expanded Sub Object record will also have a Save and Close button (2) available.

Clicking on the Save and Close button (1) in the bottom row of the Sub Object view will save any changes made to any of the expanded Sub Object record views, then will immediately collapse all the record views back to the single grayed out field.

Clicking on the Save and Close button (2) within each Sub Object record view will only save any changes made to fields within that particular Sub Object record view only and immediately collapse that record view only back to the single grayed out field.

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Save-and-Close.png

Add

The Add button appears in the bottom row of the Sub Object regardless of the Sub Object view. The Number to Add select list beside the Add button is used to allow the user to control the number of Sub Object records added with the button click.

Clicking the Add button will add the number of blank Sub Object records selected in the Number to Add select list. This is generally 1 by default. If the user changes the Number to Add select list to 2, then clicks the add button, ValuePRO will add 2 new blank Sub Object records.

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Add.png

[ X ]

The [ X ] button is only visible when the Sub Object is in List view. The [ X ] button appears next to each Sub Object record that is attached to the job. Clicking this button will prompt the user with the message:

Are you sure you want to delete this record? This action cannot be undone.

To confirm and delete the Sub Object record and all it's data, click the OK button (2), otherwise click the Cancel button (3) to stop the deletion process.

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--X--.png
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