Lucity Relates Tool

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

Selection Tools

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

In the Select Where field, type in the selection you wish 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 the expression:
- New Selection
- Add to Selection
- Remove from Selection
- Select from Selection
The selection will be modified according to your guidelines.

Selected Features and Tools

This section of the Lucity Relates tool lists the selected features. Users can highlight one or more features in this list to view additional information, like Relationships and Attributes.

Select the desired features. A list of these records appears in the Lucity Relates tool.
Highlight one or more of the features.
A list of Lucity modules that are related to the selected feature(s) appears in the Relationships tab at the bottom of the tool. Each module listed also includes a count of the related records.

After viewing relationships for a feature or set of features, select one of the modules with related records (in the Relationships tab).
Click the button. The module opens in Lucity Web, displaying the related records.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one of the features in the list. Its attributes appear in the Attributes tab at the bottom of the tool.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one or more of these features.
Click the button. The following pop-up appears:
Select whether you would like to create Requests for just the highlighted records or for all of the selected records. (Lucity will create one Request for each asset.)
Click OK. A pop-up appears when the process is complete:
If desired, click Yes to view the new Requests.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list.
Click the button. The following pop-up appears:
Indicate whether you would like to create Work Orders for just the highlighted records or for all of the selected records.
Choose whether to create one Work Order for all assets or one Work Order for each asset.
If desired, select a Template for the Work Orders.
Click OK. The following pop-up appears when the process is complete:
If desired, click Yes to view the new Work Orders.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list.
Click the button. The following pop-up appears:
Select whether you would like to create PMs/Templates for just the highlighted records or for all of the selected records. (The tool will create a single PM that covers all of the selected records.)
Enter a Routine Code and Routine Description for the new PM.
Click OK. A pop-up will appear when the process is complete:
If desired, click Yes to view the new PMs/Templates.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one or more of the features in the list.
Click the button. The following pop-up appears:
Indicate 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.)
Choose which type of Inspection you would like to create.
Click OK. A pop-up appears when the process is complete:
If desired, click Yes to view the new Inspection records.


Select Where		Enables the user to enter a SQL statement to select features based on attributes. This tool can be used to either modify the current selection or create a brand new selection. Statement parameters can be automatically added using the attributes table. The following buttons control how the results of the Select Where statement are handled.
	Clear Selection	Deselects any selected features.
	New Selection	Clears the 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	Eliminates 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		Displays a count and list of all features selected in the map. Click on one more more records in this list to view related relationships and attributes or to perform one of the following functions.
	Open in Web	Works with information highlighted under Relationships. Opens the related records in Lucity Web.
	Create Request	Creates Requests for all features highlighted in the Selected Features List.
	Create Work Order	Creates Work Orders for all features highlighted in the Selected Features List.
	Create PM/Template	Creates PM/Templates for all features highlighted in the Selected Features List.
	Create Inspection	Creates Inspection records for all features highlighted in the Selected Features List.
Relationships		Displays any Lucity records (from various modules) that are related to the records highlighted in the Selected Features List.
Attributes		Displays attributes for a single selected record in the Selected Features List.
Documents		Coming soon.

Layer	Enables the user to choose a Lucity layer in the map from which to select features.
	Enables the user to select features in the map based on what is selected in the layer field.