There are several types of form fields that enable users to view or edit Lucity records. This pages provides an overview of these fields and how to navigate through them.
Checkbox Fields
Checkboxes, also called Boolean fields, are used to indicate that a data type has only two possible values.
Example: The work order is Hard Locked or it is not.
Date/Time Fields
Date/Time fields store a calendar date or time of day. These types of fields are often grouped together.
To manually enter a date, type the date in the the mm/dd/year format.
Use the Calendar and Clock buttons (see example, below) to select the date or time from a pop-up widget.
To automatically enter the current date, click inside the field and press the space bar. The system supplies the current date/time.
Example:
Number Fields
Number fields only allow users to enter numerical values. Depending on the field properties, numbers may or may not be permitted to contain decimals.
Example: The first box in an Address field only allows users to enter a street number.
Text Fields
Text fields are often alphanumeric: that is, users may enter letters and/or numbers in these fields. Lucity text fields vary from four to 100+ characters in length.
Example: Contact Name fields, Comment fields, etc.
Pick-list Fields
Pick-lists allow users to select a value from a predefined list. Lucity pick-lists often consist of two fields: One contains a Code and the other a Description or Type. Sometimes the available values are carried over from another module (e.g., assets lists, resource options, locations, etc.).
Example
Codes
Numeric - These pick-lists only allow a number in the Code field.
Alphanumeric - These pick-lists allow a mix of numbers and letters in the Code field.
Selectable Values
The values users can select in pick-lists come from one of two sources:
User-defined pick-list - These pick-lists often track an attribute. The values available in these pick-lists are established by the agency using Lucity.
Module-defined pick-list - These pick-lists are used to select a record from another module in the Lucity system. The values available in these pick-lists are automatically populated using data from the related module.
Pick-list Appearance
Single drop-down boxes - A single box that shows both the Code and Description together.
Dual drop-down boxes - Separate boxes for the Code and Description. When the user makes a selection in one field, the system automatically completes the other field.
Text control boxes - An empty text box for the Code and a pick-list button for the Description. Enter the Code and exit the field to automatically populate the Description field, or, click the pop-up button.
If a user enters invalid data into a pick-list field, an error message appears.
Click on the Pick List button to the right of the field. A popup similar to the following appears:
To filter for specific data in the pick lists, type the filter criteria in the blank fields at the top of the screen (highlighed in orange). The system narrows down the available options by the criteria entered.
The filter searches for data that contains the value entered. For example, if the user enters Main in the Street column, the filter finds every Street record that contains Main.
Click on the arrowbuttons at the bottom of the popup to move through multiple pages of options.
Highlight a desired option and click Select. The highlighted option is added to the pick list field on the form.
Requires the Popup Lists - Edit permission for the related module.
Select the picklist field to modify.
Note: Not all picklists can be modified by the user in this manner. Some picklists are created by using a setup module. These picklists will not have all of the available options. To modify a picklist like this you will need to go to the related setup module and modify the list of values.
Click the button. A popup similar to the following will appear:
If the picklist can be edited an Edit List button will appear at the bottom.
Click Edit List button and the Add New, Edit Selected, Delete Selected, and Exit Editing buttons will appear:
To filter for specific data in the pick lists, type the filter criteria in the blank fields at the top of the screen. The system narrows down the available options by the criteria entered.
Sort the columns by clicking on the Code or Type headings.
Select the value you would like to edit in the list and click Edit Selected. The following popup will appear:
Enter the desired value in either the Code or Type field.
Picklist options listed in gray are hard-coded and cannot be edited.
Requires the Popup Lists - Edit and Popup Lists - Add permissions for the related module.
Select the picklist field to modify.
Note: Not all picklists can be modified by the user in this manner. Some picklists are created by using a setup module. These picklists will not have all of the available options. To modify a picklist like this you will need to go to the related setup module and modify the list of values.
Click the button. A popup similar to the following will appear:
If the picklist can be edited an Edit List button will appear at the bottom.
Click Edit List button and the Add New, Edit Selected, Delete Selected, and Exit Editing buttons will appear:
To filter for specific data in the pick lists, type the filter criteria in the blank fields at the top of the screen. The system narrows down the available options by the criteria entered.
Sort the columns by clicking on the Code or Type headings.
Click the Add New button. The following pop-up appears:
Enter the desired values for Code and Type.
Note:Codes must be unique; Types do not.
Mark the Keep add dialog open box to continue to add pick list options.
Requires the Popup Lists - Edit and Popup Lists - Delete permissions for the related module.
Select the picklist field to modify.
Note: Not all picklists can be modified by the user in this manner. Some picklists are created by using a setup module. These picklists will not have all of the available options. To modify a picklist like this you will need to go to the related setup module and modify the list of values.
Click the button. A popup similar to the following will appear:
If the picklist can be edited an Edit List button will appear at the bottom.
Click Edit List button and the Add New, Edit Selected, Delete Selected, and Exit Editing buttons will appear:
To filter for specific data in the pick lists, type the filter criteria in the blank fields at the top of the screen. The system narrows down the available options by the criteria entered.
Sort the columns by clicking on the Code or Type headings.
Select a pick list item to delete.
Click the Delete Selected button. The following pop-up appears:
Click Yes to complete the deletion.
Note: Picklist options listed in gray are hard-coded and cannot be deleted.
How to use a Text Control Box pick-list
to the right of the field. A popup similar to the following appears:
Requires the Popup Lists - Edit permission for the related module.
