Form Buttons
The Form Button Rule Class is accessed from the right side of the Command Bar for a given Trackor Browser Page.
Accessing the Form Buttons from the Command Bar
This will open the Form Button Rules Applet. From here, a Form Button can be executed and the execution history accessed.
Form Button Rules Applet
The WorkPlan Key Tab becomes eligible when the Form Button's Rule Parameter is WP_WORK_PLAN_ID, and the rule is enabled.
WorkPlan Key Applet
Task Key
Added new tab - Task Key - at the Form Button Rule form opened from the Trackor Browser page. The new tab displays only one rule - Mass Assign
Mass Assign Rule form opened from the Task Key allows users to select the WP Task column. The column is split into two selector items for Start and Finish dates with "... (Start)" and "... (Finish)" suffix respectively.
The Value Type selector has been added at the Mass Assign form and is displayed when the user opens the Mass Assign rule form from the Task Key tab and selects any WP Task column. The Value Type selector includes two values - Date Value and Date Offset. If Date Value is selected, a field to set a single date value will be displayed - it looks like a Date config field data type.
If Date Offset is selected, two fields will be displayed - first with offset direction and second field with an offset value.
If WP Task with an actual date is selected and the user enters a date value more than today the user will see a warning message that the user cannot put such value upon clicking the OK button.
Click here for a Video Tutorial for Mass Assigning Task Dates
Form button rules skip all Tasks marked as N/A - fields/properties of Tasks marked as N/A are not ever updated by form button rules. For example, a Form Button Rule may not be used to Un-N/A a Task or Tasks.
Removing N/A from a Task or Tasks may be accomplished as follows:
In the grid by changing one Task and then using Copy or Copy to All for additional Tasks.
An import may be used to change N/A status.
A Rule can be implemented that makes the desired changes to the Task regardless of N/A status.
Form Button Execution History
To access the Form Button's execution history, click the Rule History Icon of the selected Rule.
This will open the Rule Execution History Applet. The View Options will dictate the number of records returned on the screen, while the Filter will allow you to only see your executed rules.
Rule Execution History Applet
To see more Rule history detail, click the Edit Icon.
This will open the Rule History Details Applet, which can be used to understand rules that fail to execute this will be denoted by the status of
Rule History Details Applet
Mass Assign Form Button
The Mass Assign Rule is a default Form Button Rule that exists in OneVizion to quickly assign values to all currently viewed Trackor Records. Click the radio button for the Mass Assign Rule and then click OK in the bottom right corner of the Applet to open the Mass Assign Execution Applet. From this Applet, the desired Field can be selected, as well as the new value. The options for the Field value will depend on the data type. Click "OK" to run the Rule.
Mass Assign Execution Applet
Mass Lock/Unlock Form Button
The Mass Lock/Unlock Form Button Rule is used to lock or unlock the values of a Field for all currently selected Trackor Records. Click the radio button for the Mass Lock/Unlock Form Button Rule and then click OK in the bottom right corner of the Applet to open the Mass Lock/Unlock Execution Applet. From this Applet, the desired Field can be selected (the only eligible Fields will have "Lockable" selected from the Field's setup), as well as the new value of Lock or Unlock. Click "OK" to run the Rule.
this rule works only for fields of the same trackor type as a current grid view settings
Mass Lock/Unlock Execution Applet
