Design

Below, all menu items are explained. Please also watch this video for more information.

 

Setup Input Screens

Through this menu item, various input screens can be customized.
The user can design the detail screen with columns, segments, and fields, as well as configure the tabs.
This applies to the following screens:

• Checklists

• Forms *

• Purchase orders

• Purchase orderlines

• Cost Booking

• Employee

• Request

• Object *

• Part *

• Project

• Relation

• Time Booking

• Workorder

The layout of a screen always follows this structure. Each detail screen has three levels:

Level	Function
Column	A column is outlined in blue in the design screen. At least 1 and at most 3 columns must be present. Creating columns spreads the information across the screen. A column can have a title to emphasize the information. A column can be divided into segments.
Segment	A segment is outlined in gray in the detail screen. Each column must contain at least one segment. A segment can have a title to visually emphasize its contents. Fields are placed within segments.
Field	A field can only be placed within a segment. Fields can be made editable or mandatory.

Example:
This input screen consists of 3 columns. Column 1 contains one segment, column 2 contains two segments, and column 3 contains one segment. The columns have no titles, but the segments do. Each segment contains various fields. For each field, you can specify whether it is editable, mandatory, or remove it using the trashcan icon.

There are various options available when designing input screens:

Option	Explanation
Remove Column	Click the 'Shredder' icon in the top right of a column to delete it. A column can only be removed if it contains no segments.
Remove Segment	Click the 'Shredder' icon in the top right of a segment to delete it. A segment can only be removed if it contains no fields.
Editable Field	Use the checkbox to indicate if a field is editable or read-only.
Mandatory Field	Use the checkbox to indicate if a field must be filled in.
Remove Field	Use the trashcan icon to remove a field from the detail screen. The field is not deleted but moved to the list of available fields. Certain system fields cannot be removed.
Drag & Drop	Columns, segments, and fields can all be repositioned via drag and drop.
Add Column	When there are 1 or 2 columns, a button appears to add another column (max 3).
Add Segment	Each column has a button at the bottom left to add a new segment.
Add Field	Each segment has a button at the bottom right to add a field.
Add List	Any tab can be added directly into the detail screen as a list. This way, users can perform actions (e.g., add an activity in a work order, issue a part, or add an attachment) without switching tabs.

From the Add Field button, you can add existing but unused fields to a screen. Select one or more fields and click the + icon. Next to the + icon, there is a button to create a New Custom Field. A new custom field must always have a name (unique, no special characters), a label (shown to users), and a field type.

Additionally, the tabs themselves can be customized.
Per tab, you can define whether it is visible in the web application and/or in the mobile app, as well as configure which columns are shown.

 

Free fields – Input Screens

This section shows all custom fields created by the user in addition to the provided system fields. Custom fields can be used in all input screens listed above.

Each custom field requires 3 properties:

• Name (unique, no special characters or spaces)

• Label (displayed to the user)

• Field type

Available field types include:

Field Type	Description
Image	Upload an image, e.g., a photo of an object or part
Department	Select a department (System Management → Departments)
Auto Number	Automatically generated sequential number
Amount	Enter a monetary value
Date	Enter a date
Date/Time	Enter both date and time
Decimal	Enter a number with 2 decimal places
Service	Select a service (System Management → Services)
Number	Enter a whole number
Signature	Capture a signature
Yes/No	Choose Yes or No
Employee	Select an employee (System Management → Employees)
Memo	Larger text field for formatted input
Product	Select a product (System Management → Products)
Relation	Select a relation (Main Menu → Relations)
Time	Enter only a time (HH:MM)
Text	Enter a text string
Value List	Let the user choose from a predefined value list (System Management → Value Lists)

Configure Columns

This menu allows you to define which columns are active and their order in many overviews.
Any field can potentially be used as a column, and each column can be filtered.

• Activate columns using the checkbox.

• Drag columns up or down to reorder them. The top column appears on the far left of the screen; the bottom column appears on the far right.

 

Configure Pickers

This menu allows you to configure pickers used to select items such as objects or work orders.
As a user, you decide which columns are shown and which can be filtered on.

• Use the checkbox to activate columns.

• Drag columns to reorder them (top = leftmost in picker, bottom = rightmost).

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Derived Fields

This menu allows columns to be added to overviews that don’t exist by default because there is no direct link. For example, since a relation can be linked to a work order, this menu allows any field from the relation record to be shown as a column in the work order overview.

File Management

When uploading a file, you can choose where it is stored. This menu allows you to create and manage that folder structure. You can also bulk upload or delete files.

Right-click on a folder or file to perform these actions:

Action	Explanation
Create	Create a new folder
Rename	Rename a folder or file
Delete	Delete a folder (all files inside will also be deleted)
Download	Download a file (not applicable for folders)
Add File	Add one or more files to the folder
Move	Cut or paste a folder/file to another location

My ControlOffice

Here you can configure the widgets for My ControlOffice.
This overview also provides an explanation of which widgets are available and what they display.