User Field Lookup Items
 		Previous Topic  Next Topic 

User Field Lookup Items is where you define the items for each lookup name entered in User Field Lookup Names.  For example, you may choose to define a lookup name called "Color".  In User Field Lookup Items, you define all the color items you want to enable the user to select (i.e. Red, Black, Blue, Green, etc.).


Job User fields Lookup Items can have default colors.  Lookup items can also be set up with conditions to be displayed or printed in color if the condition is met.  For example, if a lookup item called “Material available” has a “No” setting for a job and the job is to start within 7 days, display the lookup value “No” in red.  (See Defining Job User Field Conditions below.)

Once a User Field Lookup Item has been defined and is used by DMS, it cannot be deleted unless the job/operation user fields using the item are assigned to another item.  Instead of deleting a User Field Lookup Item you can make it unavailable for use by unselecting the Available check box.


When you select Tables | User Fields | User Field Lookup Items, the following windows appears.  Select the Lookup Name that you what to see the items for:



In the example below, the lookup name Work Instruction was selected.  The corresponding items for Work Instruction are displayed:



Valid commands are:


  1. New To add a new User Field Lookup Item, select File | New or click on the new icon .
  2. Edit To edit an existing User Field Lookup Item, highlight the User Field Lookup Item in the grid and select File | Edit or click on the edit icon .
  3. Delete  To delete an existing User Field Lookup Item, highlight the User Field Lookup Item in the grid and select File | Delete or click on the delete icon .  DMS will confirm the delete.  Click OK to Item the User Field Lookup Item, or click Cancel to cancel the delete.


If New was selected, the following window appears.  Enter the new lookup Item Text and optionally any notes if the prompt appears (User Field Lookup Names sets whether or not the notes prompt appears according to its Include Notes entry setting).  Click the Save & New button to save the entry and keep this screen open to add another new lookup item, or click Save & Exit to save the lookup item and exit.   Click Cancel & Exit to ignore the entry and exit the screen.  When you are adding items to a lookup name, the lookup name appears in the caption of the windows.  The example below is adding to the Work Instruction lookup name as the window caption is "Table Work Instruction":




If Edit was selected, the following window appears with the selected lookup item displayed.  You can enter the new item text, notes if prompted for and desired,  and/or  change the Available setting.  Click the Save & Exit to save the lookup item changes.  Click Cancel & Exit to ignore the entry and exit the screen:




Defining Job User Field Conditions

After a user fields lookup item has been added, conditions can be defined for the job user field.  For example, if Work Instruction is No and the job is scheduled to start within 7 days, display the No user field in red.


To add a job user field condition, select the Job Conditions tab as in the example below:



Enter the Lookup Name to display the current conditions (if there are any).


To add a new condition, click on the New job condition button.  To edit a condition, click on the condition in the list box that you want to edit.


  1. If lookup item is  Select the lookup item you want to add the condition to.
  2. And job date Select the job date you want to use as a comparison for the lookup item  Valid job dates are:
    1. Job Baseline End Date
    2. Job Baseline Start Date
    3. Job Due Date
    4. Job Last Schedule Completion Date
    5. Job Material Expected Date
    6. Job Material Received Date
    7. Job Order Date
    8. Job Promise Date
    9. Job Release Date
    10. Job Schedule Completion Date
    11. Job Schedule Start Date
    12. Schedule Start Date
  3. Is (condition) Select the comparison condition for the dates.  Valid conditions are:
    1. <        if the first date selected is less than the second date selected
    2. <=        if the first date selected is less than or equal to the second date selected
    3. =        if the first date selected is equal to the second date selected
    4. >=        if the first date selected is greater than or equal to the second date selected
    5. >        if the first date selected is greater than the second date selected
  4. Compare to date  Select the second date that you want to compare to the first date.  Valid job dates are:
    1. Job Baseline End Date
    2. Job Baseline Start Date
    3. Job Due Date
    4. Job Last Schedule Completion Date
    5. Job Material Expected Date
    6. Job Material Received Date
    7. Job Order Date
    8. Job Promise Date
    9. Job Release Date
    10. Job Schedule Completion Date
    11. Job Schedule Start Date
    12. Schedule Start Date
  5. Plus number of days  Enter how many days you want to add to the second compare to date.  For example, if you select the Schedule Start Date as the Compare to date, the plus number of days is added to the Schedule Start Date for comparison purposes.
  6. Foreground color  Select the foreground color you want to display if the condition is true.
  7. Background color  Select the background color you want to display if the condition is true.
  8. Bold text  Select the checkbox if you want the the display to be bold text if the condition is true.
  9. Click the Save button to save the condition.  Click the Cancel button to abort the changes.


The example below shows one condition added to the Work Instruction lookup name.  A summary of the condition is displayed in the listbox.  In the example condition, the following has been defined:

If the lookup item for Work Instruction is No and the job date Job Schedule Start Date is less than or equal to (<=) the Schedule Start Date plus 7 days, display the user field item "No" in red with a pale orange background, as in: