Special Field functions

Task Dates

If the Enforce Task Start Date = End Date option is enabled in the Work module, only one Date field will appear on the Task forms.

Knowledge Base button

Depending on an agency's Work Flow Setup in Lucity Desktop, some Problems found on Request submittal forms may be associated with Knowledge Base entries. When a user selects one of these Problems on the form, the Knowledge Base window appears. Click OK to close the Knowledge Base dialog. To view this information again, simply click the button on the form.

Scripts button

Depending on an agency's Work Flow Setup in Lucity Desktop, some Problems found on Request submittal forms may have an associated Script. When users select one of these Problems on the form, the Scripts window appears. This window allows users to enter a response to each Script in a large text box. Click OK to close the Scripts dialog. To view this information again, simply click the button on the form.

Parts Integration

Depending on an agency's Lucity Desktop settings, the Warehouse Parts Inventory module can be integrated with the Work module to provide optimal inventory management. This integration enables an agency to disperse parts from warehouse locations for use on Work Orders. To use this feature, an agency must complete the Parts Inventory Integration Setup in the Desktop application.

The basic steps are listed briefly below. Please see the Lucity Help guide for complete details on the Parts Integration Options and dispersal process.

1. Include a Work Material or Fluid code for each inventory Part to be used on Work Orders (in the Desktop's Parts Inventory module).
2. Set the "Integrate Work and Parts Inventory" Parts Integration Option to Yes (in the desktop, Administration>>Work Options module). Set the other integration options relating to mobile warehouses and default locations as desired.
3. In Lucity Administration for Web Apps, clear the web cache. Doing so will apply the changes made in the Integration Setup to the web forms.
4. On the Web Work Order forms, select a Part from inventory.
5. Indicate the number of units to be used on the Work Order.
6. Save the Web Work Order form. If a mobile warehouse is attached to the work order, the parts will be dispersed from that location. Alternatively, if no mobile warehouse exists, but a default warehouse location has been assigned in the Parts Inventory, the parts will be dispersed from the default warehouse. If there is neither an attached mobile warehouse nor a default warehouse location, the dialog box below will appear. This screen allows the user to select where the inventory items are pulled from.

   

7. The dialog indicates the number of units needed to complete the Work Order. Enter the part quantity selected from each available warehouse. The total quantity selected will appear in the Supplied field. The value in the Supplied field must match that in the Needed field before the OK button will be enabled.
8. Click OK. The parts will automatically be dispersed from inventory.

Partial Defaulting Example

Using the Financial Integration options available in Lucity Desktop, an agency can enable partial defaulting for Account Numbers and Project Numbers on Lucity Web forms.

The basic steps are listed briefly below. Please see the the Lucity Help guide for complete details on Partial Defaulting and Work Flow Setup.

1. In Lucity Desktop's Administration>>Work Options module, turn on the options for Use Partial Defaulting for Accounts and Use Partial Defaulting for Project Numbers.

   Note: These options can be used with or without Eden Financial integration.

2. In the Desktop's Work Flow Setup modules for Categories and Tasks, enter the applicable Account Numbers and/or Project Number - Account.
3. In the Lucity Administration for Web Apps, clear the web cache. Doing so will apply the changes made in the Work Options to the web forms.

Then, when the Category or Task is selected on the Web form, the system will automatically carry over the corresponding numbers with no other input from the user (example below).

Financial Integration Example

If your Lucity Desktop application is integrated with Eden Financial systems, you can select Eden account numbers on the Work Order forms.

The basic steps required in the Lucity Administration for Web Apps are listed briefly below. Complete instructions for applying the Eden InForum Gold Integration to the Desktop application are found in the Lucity Help Guide. The web cache must be cleared before any changes to the integration setup will take effect in the Web forms.

1. In Lucity Administration for Web Apps, add the Account Number and Project Number component types to the Work Order forms.
2. Eden account and project numbers are comprised of multiple levels or segments. Lucity Web users will be able to click the button beside the fields to access the Segment selection dialogs.

   

3. Users can then click on the Segment 1, Segment 2, and Segment 3 buttons to select from lists of pre-existing Account and Project Numbers.

Work Order Location Fields

The Work Order form has a special set of location fields (Address, Street Name, Street Name 2). These fields let users add location data to a Work Order without going to the Location grid to add a Location record. When the user fills these fields and and saves the record, the system creates a record in the Location grid using these values. If the Work Order form is edited and these location fields are changed, the original location is retained, and the new address is added as another record in the Work Order Location grid.

Note: The location fields always display information for the first location listed on the Work Order, even if the user added several locations.

File Uploads

When the File Upload control is added to a Citizen Request form, citizens can click the Choose File button (example below) to browse to a file of their choice.

Sign Images

A Picture File field can be added to Sign Inventory and Sign Library forms to display images of a sign on the form.

Note: Before this field will work the sign images must be copied from the ...\Pict\SignLib folder that is installed during the Lucity Server install(in the Lucity share) to the web server in the inetpub/wwwroot/LucityWeb\images\signlib folder.

Intersection Images

A Diagram field can be added to the Intersection Inventory form to show what the intersection looks like.