Configuration of a section
This entry shows the different configuration options within a section.
What is a section
A section is used to create sections within a work report. Unlike header data and footer data, data added within a section is grouped in lines.
Thus we can organize a work report with general data such as the assigned user, the project, the date and other header and footer data related to one or more data within the sections by organizing the sections in lines.
Datos generales:
Fecha
Usuario asignado
Proyecto
Observaciones
Sección materiales:
línea 1 de la sección materiales | Material de la línea 1 | Cantidad de la línea 1
línea 2 de la sección materiales | Material de la línea 2 | Cantidad de la línea 2
Sección tareas realizadas:
línea 1 de la sección tareas realizadas | Concepto de la línea 1 | horas de la línea 1
línea 2 de la sección tareas realizadas | Concepto de la línea 2 | horas de la línea 2
línea 3 de la sección tareas realizadas | Concepto de la línea 3 | horas de la línea 3
This example looks like this in the model design editor
And this example looks like this when creating a work report:
Configurations in the section
Rearrange the sections of work report.
It is possible to change the order in which the sections are displayed by clicking on the icon to the left of the section name.
In the window that opens, reorganize the sections by dragging them, and clicking on save.
Reorder data within the section
It is also possible to change the order in which data is requested when creating a line within a section by clicking on the "reorder data" button located at the bottom center of the section:
In the window that opens, reorganize the data by dragging them, and click on save.
Define a highlight of the section line
By marking the star to the left of the data, you can define which data to display when the line is closed. If no data is defined, the data displayed by default is the first one in the line.
This allows you to define the data to be displayed when the line is closed:
Edit a section and its behavior
To modify different section behaviors, click on the pencil icon in the right-hand corner of the section to be edited.
The configuration opens with different options:
Section name
Editing this value modifies the name of the section and has an effect on the entire application.
Required
Indicating this field forces the user to fill in at least one line of the section in order to be able to send the work report.
Single line
With this option activated the user will only be able to generate one line within the section, this configuration is useful when the document design does not make sense to add more than one line, the compared effect on the document to be filled in is the following:
In the left version the user can add more than one material, while in the right version the user can only add one line of materials.
Show open lines
With this configuration you can customize how you want to display the line already filled in when accessing work report to finish filling it in or to consult it. For example, when accessing the report in the example on the left the line is shown closed and in the example on the right the line is shown open.
Sequential data
With this configuration enabled you force the user to fill in the data in order, following the example you do not allow the user to add the quantity if not indicated the material, this configuration is very useful for example for transport routes or for reviews where the order of data entry is important.
1.- it can only indicate the arrival at the construction site.
2.- as the arrival at the construction site is already indicated, it is allowed to indicate the start of unloading.
Exit the line in the data
This setting "takes the user out of the data entry sequence when creating a line. We recommend using this setting when there is a time delay between the initial data and the next data in a line. For example, following the previous example, when loading and leaving to work, the user creates the line and the system takes him out of the line sequence to finish filling it later.
Another typical case is when you want to add a time or day record and you want the user to fill in the entry and exit at the moment he/she enters or leaves. In this case it is also interesting to configure this behavior.
Show only with projects
This functionality only displays the section for the user to fill in if the project assigned to work report matches the project(s) defined in the "Show only with projects" field.
This allows you to configure the sections to be displayed according to the project assigned to work report:
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