A Data Entry Rule is a tool that enables company configuration of fields within the application.
Fields can be configured in the following way:
Skip (Grey fields) - Skips a field that does not apply to your operations
Required (Blue fields) - Field data entry is mandatory prior to saving the data
Normal (White fields) - This is the default and allows for standard data capture
Lookups - Users are forced to select an option from a pick list of valid data entry. Enabled on Text Field Types. For information on creating Lookup Group options, see this article: Lookups
Range - Users are forced to enter data within a valid range. Enabled on Numeric Field Types
Default Value - Each time a new opening record is added, the default value automatically fills in.
The Data Entry Rules tab is located under the Data Entry Tools menu item.
Configure a Field
- Select a Page Name from the pick list
- Search for a Field
- Select a Status (optional)
- Select a Lookup Group or Enter a Range (optional)
Note: System controlled lists will have N/A in the Lookup Group or Range column. - Select or Enter a Default value (optional)
- Click Submit
DER Page Shortcut
Pages where Data Entry Rules can be assigned will contain a white Manage DER shortcut to the respective page in the Data Entry Rules below the menu area on the left.
Fields and Page Names that are exceptions to (do not have) the Manage DER shortcut:
Openings
- SU Layer Fields: Opening Activities - Survey Unit Layers
- SU Layer Damage Fields: Opening Activities - Survey Unit Layer Damages
- SU Layer Species % Age Height Fields: Opening Activities - Survey Unit Layer Species
- Forest Cover Layer Fields: Forest Cover - Layers
- Forest Cover Damage Fields: Forest Cover - Layer Damages
- Forest Cover Species % Age Height Fields: Forest Cover - Layer Species
Roads
- Road Inspection Feature Problem Fields: Road Feature Problems
Lookup Page Shortcut
Fields in the Data Entry Rules where a Lookup Group has been assigned will contain a blue Manage Lookup Group shortcut to the respective Code list in the Lookups.
Note: This shortcut will open a new browser tab so you will not lose your place on the Data Entry Rules page.
Remove a Lookup
- Select a Page Name from the pick list
- Search for a Field
- Select the top blank Lookup Group
- Click Submit
Set a Default from a Lookup
- Select a Page Name from the pick list
- Search for a Field
- Select a Lookup Group
- Select a Default
- Click Submit