The RMS Field Context screen displays the available fields and allows for options to be set for default values, customisation, and the behaviour of the field in reporting.
RMS Field Context Dialog
Critical: Changes made to the RMS can significantly alter the underlying Framework ECM database. Please consult with Insula Software before making changes.
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The General tab is used to update the basic options of an RMS field context, such as security permissions and reporting options.
General Group
Field | Description |
|---|---|
Table Context | Logical, user friendly, RMS table context name to which the RMS field context belongs. Click theTable Context popup button to select. |
Field | Physical name of the RMS field in the Framework ECM database. Click the Field popup button to select. |
Field Group | RMS field group to which the RMS field context belongs. Click the Field Group popup button to select. This selection determines the location of the RMS field context on the Groups list of the Field Criteria tab on the Standard Criteria dialog. |
Field Group Order | Order number of the RMS field context.This number determines the order of the fields in the Fields list of the Field Criteria tab on the Standard Criteria dialog. |
Name | Logical, user friendly, name given to the RMS field context. This is the name displayed on the Fields list of the Field Criteria tab on the Standard Criteria dialog. |
Reference | Reference name given to the RMS field context. Click the Reference copy button to copy the RMS field context name or manually enter a reference name. |
Default Value | Framework ECM SQL database default value when a new client, land, or job is created. This field is locked and cannot be edited. Example: The system's default value for the maintenance period is 90 days. |
Order | This field/function is currently disabled. |
Has Custom Properties? | This field/function is currently disabled. |
Has Permission? | Does the RMS field context have any associated security permissions?
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In Reporting? | Can the RMS field context be used in reporting?
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Example: Let's say the system's default value for the maintenance period is 90 days but due to local council regulations, for regional areas, this must be set to 120 days. This is performed by adding a default value to the maintenance period RMS field context.
Default Values List
Column | Description |
|---|---|
# | Default value number. |
Context | Region/division to which the default value is applied. |
Value | Value of the default value. |
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Example: Let's say that a builder would like the field Client Full Address, on the Fields list on the Field Criteria tab of the Standard Criteria dialog, to be called Client Address. This would be performed by customising the RMS field context name.
Custom Field List
Column | Description |
|---|---|
Field Name | Logical, user friendly, name of the RMS field context. |
Custom Name | Custom name of the RMS field context. |
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