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  1. Click "Data Types" in the "General" section
  2. Click "Add"
  3. Step 1: "Basic"
    1. Enter a name for the data type
      1. Naming conventions can help distinguish data types
      2. ex. Contact Information: Contractor
    2. Choose a base type for the data type
      1. For Contact data types, choose "Contact"
  4. Step 2: "Attributes"
    1. Choose a Contact Setup from the list
      1. This is where you want to look for the name that you used when filling out the Contact Info Setup
    2. If this contact data type is for the applicant's information, click "Mark as Applicant". For all others, click "Mark As Dynamic".
      1. NOTE: There should be only one applicant contact per application
    3. You have the ability to add other attributes to the data type in the "Other Attributes" section but the contact data type does not need additional formatting
  5. Step 3: "Lists"
    1. Fields of this type may show on the Dashboard if the type attribute is set to applicant and the App. Group has its Contact Setup set.
  6. Step 4: "Preview"
    1. This step allows you to view what this data type will look like to a user
  7. Click "Save & Exit"


Creating an Axle Table Data Type

To create this data type, you must first set up the customizer table to store the axle data.

  1. Click "Customizer" under the "User" tab
  2. Click "Tables" in the "P.I.M." section
    1. Note: this may not be the name of the section, however, you are looking for the "Applications" table so if P.I.M. is not available, use whichever section has the Application table listed when you click the "Tables" tab.
  3. Click "Subtables" next to the "Applications" table
  4. Click "Add"
  5. Step 1: "Basic"
    1. Name
      1. Name the data type
        1. Ex. "Moving Axles"
    2. Special Purpose
      1. Select "Axle Configuration Table"
    3. How to display the records
      1. Select "Edit all rows of list in place"
    4. Where does the geometry come from
      1. Leave set to "Nowhere"
    5. Access Control
      1. Check all four boxes in the row labeled "DEFAULT/User(require login)"
  6. Step 2: "Object ID"
    1. Leave the ObjectID set to the default
  7. Step 3: "Sections"
    1. First Section Label
      1. Ex. "Info"
  8. Step 4: "Fields"
    1. Leave everything at its default
  9. Step 5: "Copy/Track/Version"
    1. Leave everything at its default
  10. Step 6: "Review & Implement"
    1. Click "Implement"
  11. Click "Save & Exit"

After setting up the customizer table, then create the data type.

  1. Click "Administration" under the "User" tab
  2. Click "Data Types" in the "General" section
  3. Click "Add"
  4. Step 1: "Basic"
    1. Enter a name for the data type
      1. Naming conventions can help distinguish data types
      2. ex. "Axle Table: Single Trip"
    2. Choose a base type for the data type
      1. Select "Customizer Editable Subtable"
  5. Step 2: "Attributes"
    1. Customizer Editable Subtable of Applications Table
      1. Select the name of the table you created in the steps above
  6. Step 3: "Lists"
    1. Fields of this type cannot be configured to show on any lists.
  7. Step 4: "Configuration"
    1. This step shows whether or not the customizer table is set up correctly. If everything is listed as "Implemented: yes" you can move on. If not, you will need to go back to step 10 of the guide above.
  8. Step 5: "Preview"
    1. This step allows you to view what this data type will look like to a user
  9. Click "Save & Exit"