Asset Information¶
allows you to create and configure Asset Information forms. Users can then use these forms to record data against assets.
Asset information forms with the same Category will appear grouped together. (Icon, Colour and Shape are not used for asset information forms, though they are for Event forms. ‘Allow Inheritance’ is not yet implemented.)
In the top half of this dialog, you can add, edit and delete forms. In the bottom half, you can add, edit or delete fields within forms.
To add a form, click Add in the top toolbar. To edit, click Edit. Once you do either of these things, you should see the ‘Table Definition’ dialog. (From NEXUS’s point of view, form data is stored in tables, which is why it gives the dialog that title.)
On the Table Definition page you can choose the form’s Name (as it will appear in the user interface), and an optional Description, Category, Icon, Colour and Shape.
If you tick Allow Security, then in the Database Security menu, you can control which users (and groups of users) will have what access to this form (no ability to view, ability to view but not modify, or ability to view and modify).
On the Library tab, you can optionally add one or more Library Items to this form. This might be useful if you want instructions for filling out the form to be stored in the database.
On the Asset Types page, you can select the asset types for which this form will be available. (By default, no asset types are selected, so this form won’t be available anywhere in the database.)
Fields¶
Forms are only useful if they contain fields. Each field can contain data of a single type (except for fields of type Position Link and Table Link).
To add a field, click Add. That will bring up the ‘Add Field Definition’ dialog.
On the Field Definition page, you must give the field a Name and a Field Type. The remainder of the form will change, depending on the Field Type you select.
On the Field Layout page, under Grid, you can set Visible to determine whether this field will be visible when the form data is viewed as a grid (e.g. on the Children tab for asset forms, or in the Event Listing for events). You can also set Order to control the column order within the grid — the column with the lowest Column Order will be at the left of the grid, and so on. Similarly you can set Visible Form to control whether the field appears on the form itself. You can set Category to group fields within a form. Setting Order controls the order of fields within Categories, and the order of Categories on the form: the Category that contains the field with the lowest Order will be displayed first. Within the Category, the field with the lowest Order will be displayed first.
Set Columns to control how wide this field appears on a form: if this is a two-column-wide form, setting this field’s Columns to 1 will cause the field plus caption to fill 50% of the width of the form; setting it to 2 will cause it to fill the full width. Forms default to two columns wide, unless you specify otherwise in a Category — edit the Category (click on the 
button, then click Edit) and set its Columns. While editing the Category you can also set an image or descriptive text to appear at the top of this category. This might be instructions on how to fill in the form, details of how calculations on the form are worked out, etc.
Visible Report controls whether this field will be shown when the table is exported in a report template.
If you set Blank Text, the text you set will be displayed greyed out whenever the field is empty. (You can see several fields with Blank Text set right here on the Field Layout tab.)
Note that as you add (or edit) fields, you can see a preview at the lower right of the dialog, showing how the fields will appear on either a form or a grid. Fields that are selected will be shown with a blue exclamation mark next to them in the form preview.
To edit a field, click Edit. That will bring up the ‘Edit Field Definition’ dialog. (This is the same as Add Field Defintion, but has more tabs. This is because a variety of field settings are only available after a field has been created.)
If your field is of type Calculation, there will be a Function tab. This tab will allow you to choose a function for this calculation, and will also allow you to choose parameters for the fuinction. You can either set “Parameters (Inputs)” or “Parameters (Values)” for each parameter. “Parameters (Inputs)” lets you choose some other field as the input for that parameter; “Parameters (Values)” lets you assign a constant. These are mutually exclusive — you can only fill one or the other for each parameter.
Of interest is the Anomaly Triggers tab: here you can add anomaly triggers to this field. When an anomaly trigger is violated, a yellow exclamation mark (
) will appear next to the field. You can set lower/upper bounds to be constant values (so a field might trigger if it was outside, say, 1 to 5) or to pull from a field, on this form or on another form. So for example if this field is Measured Wall Thickness, it might trigger if its value is less than Minimum Allowable Wall Thickness. (For Yes/No fields you can set the trigger to fire on any combination of Yes, No or blank; but you can’t compare to another field.) A trigger can have an anomaly Code and a Severity, and you can have several different triggers on a single field, with different codes and/or severities.
(You may need to close and re-open the database for any newly added anomaly triggers to take visible effect.)
Sometimes you want a field’s properties to be controlled by other data. If you want, for example, a field to be visible only when some other field is filled in (or vice versa), edit the field and go to the Workflow Rules tab. Click Add, and under Trigger Type choose “Set Field Visibility on Form”. Then add a function, and parameters for that function. The function should return a Yes/No value. When it returns Yes, the field will be visible, when No, the field will be invisible. Similarly you can use Workflow Rules to set a field as read-only, or to marka field as required. The remaining trigger type, “Clear Field Value on Form”, can be used to automatically empty out a field’s value when some condition is met — for example, it can be used to make two fields mutually exclusive, so that users can fill in one field or the other, but not both.
To move a field up or down in the form or grid, use the Field Order button in the Asset Information main toolbar. For example, if you want to place a field between two other fields in the form, select Form ... from the drop down list, then a ‘Form Field Order’ dialog will appear, from there, you can move the field by using the Move Up or Move Down buttons available in the toolbar.