Flex Fields Setup


Creating and using a Flex Field entry:

§  This process starts by adding a desired Flex Field to the list of Flex Field entries (under Administration --> Company --> Flex Field), using the explorer on the left side pane as shown in the figure below.


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§  Administration --> Company --> Flex Field


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§  Then click on the first row which says 'Add New Item'. This opens a new instance which is ready to be filled with desired values. In case you end up clicking elsewhere while filling the details, the new entry might not remain as the first entry (or first row), however you can scroll down to find it and continue entering the required values.

§  In this case let us create a Flex Field to check if a 3rd completion inspection is required before handing the keys over to the client. This Flex Field would be of the type 'Work-Item' as it only needs to be checked while the 'Hand Over' task is being performed.



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§  All the Flex Field details have drop downs to choose from (all the details and their options are mentioned in the sections above). After entering all the required details , click the save button on the top right corner of the screen.



§  Doing so creates an entry into the list of flex fields. We will now have to add this newly created Flex Field to the Contract or Task that we created it for. This requires us to first know the 'Template',the Contract we aspire to edit, uses.


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§  In our case we have chosen a contract which uses a template called 'Build North 1st (Disp)'. This information can be accessed under the 'Common Details' of the contract under action.


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§  We can now navigate to the relevant template, for instance Construction --> Templates page to add the Flex Filed into a specific template, which in turn would appear in all the contracts (and in turn tasks) that use that specific template.

§  Click on 'Edit' to add the Flex Field, as shown above.


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§  Scroll down to the specific 'Task' which in our case is 'Hand Over'. Click on 'Details', which will allow us to make further changes to the Task.


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§  We can then access the 'Flex Field' option and choose the newly created Flex Field. We can also give it an 'Order Number' if there exists more than one Flex Flied, which would prioritize the Flex Fields in the list. Clicking 'Save' on the top right hand corner completes the process of adding a Flex Filed to the task we chose.


§  To verify if the Flex Field has been successfully added, Click on the Contract and choose tasks for the drop down and navigate to the 'Hand Over' task from the list. We can see the new Flex Field added under the Flex Fields section as shown below.


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