Adding a New Step

Filter

Filter expressions restrict which items of data are shown in the summary grid. For more information on how to use the Filter Expression.

Display Group

Display groups will concertina the steps together. These are useful if you have a large number of steps in a profile and want to help the user see all the sections together. To use Display Groups you need to ensure they have been set up using the Manage Display Groups menu option on the profile form.

Headers

The key fields for the Grid are automatically added to the form. These fields can be identified by the bold field names on the left hand column.

You can add available headers not included in the Step using the top right drop-down. To add an additional Header, select it from the drop-down list and click Add.

Each Header has the following properties:

• Title: The label that appears on the tablet. The OpenGround Cloud column header for the Grid is used as the default, but this can be changed.
• Hide if: Equation to implement the hiding of headers (see Hiding Headers for more information)
• Instructions: Text Information to appear when the user taps on the information icon next to the Header on the tablet. If this is left blank then no information icon will appear next to the item.
• Default Value: Values or equations that will be applied to the field when adding a new entry. For example; setting up a step to add Bulk samples only you can set this to ‘B’ so the user does not need to select Sample Type from the list.

All single quotes used in equations must be the vertical single quote (') not the slanting quote that word uses (‘).

Additional Default value expressions can be found on the following communities https://communities.bentley.com/products/geotechnical1/w/wiki/51295/.

Calculated Value: An equation that is applied to the Header when the data is saved. This can be useful for displaying information such as the N Value or Reported Result to the user once they have entered the data. It is important to note that when the data is uploaded to OpenGround Cloud the equations set up for any fields in the main model will be applied to the data. It is therefore important to ensure that the equations match both systems.

Additional calculated value examples can be found on communities here https://communities.bentley.com/products/geotechnical1/w/wiki/51298.

• Grid: The field will appear on the summary grid is this option is ticked. Most fields do not need to be shown on the summary grid.
• Form: The field will appear on the Step if this option is ticked. It is unusual for fields to not be on the form (otherwise you would not be able to enter data for them) so this option is usually ticked.
• Required: Ticking this option will only save the record if a value has been entered into this field.
• Read Only: Use this option when you have default values applied that you do not wish the user to be able to change and for Headers that you have defined calculations for.
• Up Arrow: Moves the field up in the list in the interface and on the tablet.
• Down Arrow: Moves the field up in the list in the interface and on the tablet.
• Cross: Deletes this field from the data entry profile. You are unable to delete Key Fields and so any field that has a bold header name does not have a cross option.

Validation Rules

Each Header within a Step can have a Validation message assigned to it. Validation messages can either be Warnings (that allow you to continue and save the record) or Errors (which do not allow you to continue until you have resolved the problem).

Validation Rules are added at the base of the Headers screen as shown below.

Important points to note when setting up validation Rules:

• Each field can only have one rule so you may need to combine the rules together.
• Header names are case sensitive and must be surrounded by Square brackets.
• Validation massage is an equation field. All text message must be surrounded by single quotes. Headers can be included in the message as shown above.
• Parent records can be included in the expression using the following syntax [Locationdetails.DateStart]

Additional Validation expressions can be found on the following communities https://communities.bentley.com/products/geotechnical1/w/wiki/51296.

Actions

Once a Step has been completed and the data saved you can direct the user to additional steps or actions using the Actions part of the form.

There are three different actions:

• Attach Photo – asks the user if they would like to attach a photo.
• Print Sample label – only available for sample Steps
• Add another Step.

The Add another step option allows you to pass parameters from one step to another, or simply open the step with standard default values. If you pass parameters to a new step these parameters will override the defaults set up on the form.

Follow the steps below to add another Step:

1. Select Add Step from the Drop-down list at the top right corner of the Actions form. Click Add to display the Add Step form as shown below.
   
2. Tick the No Prompt option if you want the new step to be launched without asking the user.
3. Set the Repeat Count. This is the number of times you want this step to be called.
4. Select the Step Name from the drop-down list.
5. If you do not want to pass any parameters to the new step then the process is now complete and you can save the Step.
6. Select the Header that you want to set on the new Step from the drop-down list and set the default value. All the default values covered above will work but if you want to reference the step that has just saved you need to use the Source(‘fieldname’) expression.
7. Click Add once you have set the header and the default value. Then repeat the process for any other default values you wish to pass to the new step.

Configure Location Step

Follow these steps to configure the location step.

1. Choose the desired profile from the list of available options.
2. Click on the Configure Location Step tab.
   
3. When the Location Details panel displays, review the Headers, Validation Rules, and Actions.
   
4. Refer to the Headers, Validation Rules, and Actions sections of this topic for configuration information. They are configured like any other Step. For example, here are Validation Rules: