Asset Driven Lists

Site Picklist, Building Picklist, Park Picklist

These asset driven lists are speciality picklists for the Work Order > Asset > Asset Rec # field. These enable users to navigate to an asset via a heirarchy of assets. For example if the work order is for a door, and the Building Picklist option is enabled on the asset form the button next to the Asset Rec # field would show a list of all the buildings records. The user then would select a building, a related room, and then the related door that needs to be worked on.

Admins can also control how the records are identified in asset driven lists and filter the records that appear in asset driven lists.

Note:   Asset Driven Lists should only be used on forms for assets that will be specifically associated to Sites, Buildings, or Parks.

  1. While designing a Work Order Asset form, select the Asset Rec # field.
  2. Select the Component Information Form grid with pencil edit component info icon button. The Component Information pop-up appears.
  3. Select the desired Component Type: Park Picklist, Site Picklist or Building Picklist. The Tree Display and Tree Filter options appear.
  4. Use the Tree Display dropdown to select how the records will be identified.
  5. If desired enter a Tree Filter to limit the first tier of records displayed.

    • This filter will automatically assume SELECT * FROM. The entered SQL should reflect the table name and the Where clause.

      Example:  If you have a record for every building in the city but only do work orders on city-owned buildings you could enter the following: EFBLDG WHERE EFBLDG.BL_OWN_TY = 'City'. This would limit the list of buildings shown to only those that matched the filter.