Lucity Relates Tool

The Lucity Relates tool allows users to select feature(s) in the map and view all Lucity records related to it. The tool also allows users to create Work Orders, Requests, and Inspections in Lucity, based on features in the map.

Use the Layer drop-down to indicate which type of asset you would like to select.
Click the select tool .
Select the desired features in the map.

In the Select Where box type in the selection that you want to make.
- You can manually type in field names and values
- If you have a current selection and the Attribute tab is populated you can right-click in the grid and select Create New Expression or Add to Expression.
Click the button to validate the expression.
Select what you would like to do with your expression.
- New Selection
- Add to Selection
- Remove from Selection
- Select from Selection
The selection will be modified according to your expression and selection.

This section displays a list of selected features. You can highlight one or more features in this list to view additional information like Relationships and Attributes.

After making your selection you will see a list of selected features in the tool.
Highlight one or more of these features.
At the bottom of the tool the Relationships tab will be populated with a list of Lucity modules that are related to the feature.
This list of relationships will include a count of how many features in each module are related to the selected record(s).

After viewing relationships select one of the modules with related records in the relationships tab.
Click the button.
The module will open in Lucity Web and display the related records.

After making your selection you will see a list of selected features in the tool.
Highlight one of these features.
At the bottom of the tool the Attributes tab will be populated with a list of the features attributes.

After making your selection you will see a list of selected features in the tool.
Highlight one or more of these features.
Click the button. The following pop-up will appear:
Select whether you would like to create requests for just the highlighted records or for all of the selected records.
One request will be created for each asset.
Click OK.
The following pop-up will appear when the process is complete:
If desired click Yes to view the records.

After making your selection you will see a list of selected features in the tool.
Highlight one or more of these features.
Click the button. The following pop-up will appear:
Select whether you would like to create work orders for just the highlighted records or for all of the selected records.
Select whether you want to create one work order for all assets or one work order for each asset.
If desired select a template on which to base the work orders.
Click OK.
The following pop-up will appear when the process is complete:
If desired click Yes to view the records.

After making your selection you will see a list of selected features in the tool.
Highlight one or more of these features.
Click the button. The following pop-up will appear:
Select whether you would like to create work orders for just the highlighted records or for all of the selected records.
The tool will create a single pm for all of the records.
Enter a Routine Code and Routine Description for the new PM
Click OK.
The following pop-up will appear when the process is complete:
If desired click Yes to view the records.

After making your selection you will see a list of selected features in the tool.
Highlight one or more of these features.
Click the button. The following pop-up will appear:
Select whether you would like to create inspections for just the highlighted records or for all of the selected records.
One inspection will be created for each asset.
Select which type of inspection you would like to create.
Click OK.
The following pop-up will appear when the process is complete:
If desired click Yes to view the records.


Select Where		Enables you to enter a SQL statement to select features based on attributes. This can be used to either modify your current selection or create a brand new selection. Parameters for this can be automatically added using the attributes table. The following buttons control how the Select Where is handled
	Clear Selection	Clears the current selection
	New Selection	Clears your current selection and creates a new selection based on the Select Where statement.
	Add to Selection	Adds the results of the Select Where statement to the current selection.
	Remove from Selection	Removes the results of the Select Where statement from the current selection.
	Select from Selection	Narrows the current selection to only records that match both the current selection and the Select Where statement.
	Verify Expression	Validates the Select Where expression.
	Clear Expression	Removes the Select Where expression.


Selected Features List		This section displays a count and list of all the features that are selected in the map. Click on one more more records in this list to highlight them and view their relationships, attributes, and perform functions on them.
	Open in Web	Works with information highlighted under Relationships. Opens the related records in Lucity Web.
	Create Request	Create Requests for all features highlighted in the Selected Features List.
	Create Work Order	Create Work Orders for all features highlighted in the Selected Features List.
	Create PM/Template	Create PM/Templates for all features highlighted in the Selected Features List.
	Create Inspection	Create Inspections for all features highlighted in the Selected Features List.
Relationships		Displays related records in various modules for all records highlighted in the Selected Features List.
Attributes		Displays attributes for a single selected record in the Selected Features List.
Documents		Coming soon.

Layer	Choose which Lucity layer in the map you want to select features from
	Use this tool to select features in the map based on what is selected in the layer field.