Properties are the primary content on forms and are made up of one or more fields. These enable users to view and edit data within a module.
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 negatives or decimals.
Example: The first box in an Address field only allows users to enter a street number.
Text Fields
Text fields allow users to 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
The code portion of a picklist field can either be a number or text field.
Numeric - These pick-lists allow only 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 - Both code and description are displayed but the values are selected from a drop down list in the description field that displays the Code and Description together.
Dual drop down - Separate drop down lists for the codeand description. When the user makes a selection in one field, the system automatically completes the other field.
Picklist - An empty text box for the codeand a button next to the description. Enter the code and exit the field to automatically populate the description, or, click the button to view a pop-up window of options.
Click on the Pick List button to the right of the field. A pop-up similar to the following appears:
To filter for specific data in a pick-list, type the filter criteria in the blank fields at the top of the screen (highlighted in orange). The system narrows down the available options using 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 pop-up 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.
Not all pick-lists can be modified using the method described below. Some pick-lists are created/modified through a special Setup module; therefore, editing tools are not available within the pick-list. To modify such a pick-list, open the related Setup module and modify the list of values.
The method described below requires the Popup Lists - Edit permission for the related module.
Select the pick-list field to modify.
Click the button. A pop-up similar to the following appears. If the pick-list can be edited, an Edit List button appears at the bottom.
Click the Edit List button. The Add New, Edit Selected, Delete Selected, and Exit Editing buttons appear:
To filter for specific data, 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 pop-up appears:
Modify the Code and/or Type field.
Pick-list options listed in gray are hard-coded and cannot be edited.
Codes have to be unique; Types do not.
Click Save to exit the dialog. The changes appear in the Edit mode list.
Click Exit Editing to leave Edit mode and select a pick-list item.
Not all pick-lists can be modified using the method described below. Some pick-lists are created/modified through a special Setup module; therefore, editing tools are not available within the pick-list. To modify such a pick-list, open the related Setup module and modify the list of values.
The method described below requires the Popup Lists - Edit and Popup Lists - Add permissions for the related module.
Select the pick-list field to modify.
Click the button. A pop-up similar to the following appears. If the pick-list can be edited, an Edit List button appears at the bottom.
Click the Edit List button. The Add New, Edit Selected, Delete Selected, and Exit Editing buttons appear:
To filter for specific data, 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 Add New. 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 multiple new pick-list options.
Click Add to close the Add dialog. The new item now appears in the Edit mode list.
Click Exit Editing to leave Edit mode. The new item can now be selected by any user.
Not all pick-lists can be modified using the method described below. Some pick-lists are created/modified through a special Setup module; therefore, editing tools are not available within the pick-list. To modify such a pick-list, open the related Setup module and modify the list of values.
The method described below requires the Popup Lists - Edit and Popup Lists - Delete permissions for the related module.
Select the pick-list field to modify.
Click the button. A pop-up similar to the following appears. If the pick-list can be edited, an Edit List button appears at the bottom.
Click the Edit List button. The Add New, Edit Selected, Delete Selected, and Exit Editing buttons appear:
To filter for specific data, 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. The new item no longer appears in the Edit mode list.
Note: Pick-list options listed in gray are hard-coded and cannot be deleted.
Click Exit Editing to leave Edit mode.
Special Functions
Several form fields have special functions tied to them that must be run manually. These functions are accessed by clicking the down arrow to the right of the field and selecting the function you wish to perform.