CRITICAL

Changes made to the RMS can significantly alter the underlying Framework ECM database. Please consult with Insula Software before making changes.

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

This dialog is used to update the RMS field context. Changes made to this area of the system will be overwritten when an upgrade is performed except for custom default values and customised label modifications.

The primary reason an RMS field context is updated is to set new default values when creating a new job and to be provide a customised field name in reporting. These fields are updated as a part of the Framework upgrade. Four tabs are available:

General Tab
Default Values Tab
Customisation Tab
Notes Tab

RMS Field Context Dialog - General Tab

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? No (default): The RMS field context does not have any associated security permissions. Yes: The RMS field context contains associated security permissions. Security permissions are set on the Security Permission screen in the Security module.
In Reporting?	Can the RMS field context be used in reporting? No (default): The RMS field context cannot be used in reporting. The RMS field context will not be visible in the Fields list of the Field Criteria tab on the Standard Criteria dialog. Yes: The RMS field context can be used in reporting.

List Popup Group

Field	Description
Type	For developer use only. Identifies the list popup type.
Context	For developer use only. Identifies the list popup context.

Report Group

Field	Description
Field Criteria?	Is the RMS field context available on the Field Criteria tab of the Standard Criteria dialog? No (default): The RMS field context will not be available for selection on the Field Criteria tab. Yes: The RMS field context will be available for selection on the Field Criteria tab.
Group?	Is the RMS field context available on the Groups tab of the Standard Criteria dialog? No (default): The RMS field context will not be available for selection on the Groupstab. Yes: The RMS field context will be available for selection on the Groups tab.
Formula?	Is the RMS field context available on the Formula tab of the Standard Criteria dialog? No (default): The RMS field context will not be available for selection on the Formulatab. Yes: The RMS field context will be available for selection on the Formula tab.
Sort?	Is the RMS field context available on the Sort tab of the Standard Criteria dialog? No (default): The RMS field context will not be available for selection on the Sort tab. Yes: The RMS field context will be available for selection on the Sort tab.
Multi Print?	Is the RMS field context available on the Multi Print tab of the Standard Criteria dialog? No (default): The RMS field context will not be available for selection on the Multi Print tab. Yes: The RMS field context will be available for selection on the Multi Print tab. Note: This is only applicable for selecting fields, e.g., fields with popup dialog buttons.

RMS Field Context Dialog - Default Values Tab

The Default Values tab is used to set a default value for an RMS field context. Changing the default value of a RMS field context will only apply that value to new jobs in the system.

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.

RMS Field Context Dialog - Customisation Tab

The Customisation tab is used to create a custom field name that can be viewed on the Fields list on the Field Criteria tab of the Standard Criteria dialog.

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.

Procedures

Creating A Custom Field Name

Only one custom field name can be created.

Click . The RMS Field Context Custom dialog will be displayed.
Enter the details.
Click OK. The dialog will close and the RMS field context name will be modified.

RMS Field Context Dialog - Notes Tab

The Notes tab is used to enter any notes about the RMS field context.