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Create a Detail View for Equipment and Playground Check Example

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This example will walk through a situation where you need to record data on a task as you perform that task. In this example, we have an activity of Check that we want to use for two different assets: Equipment and Playground. We have different items that we need to document when we complete those tasks. We will add two sections and apply filters. For this example, the database has the custom fields added to the Tasks recordset and Check added to the Activities library. 

  1. Click iAdministration_sm.png>Layout Manager.
  2. From the Layout Manager header, select the following:
  • Category: Work
  • Type: Task
  • View Type: Detail View
  • View: An existing view where you want to add the Equipment Check and Playground sections
  1. Click Add Section.
  2. Enter Equipment Check and click Apply.
  3. Drag the following fields into the section: 
  • Tires
  • Brakes
  • Headlights
  • Taillights
  • Direction Signals
  • Fluid Levels
  • Wipers
  1. Click  iSectionFilter.png and add a filter for the Equipment asset and Check activity.
  2. Click Apply.
  3. Click Add Section.
  4. Enter Playground Check and click Apply.
  5. Drag the following fields into the section:
  • Surface Depth of 12 inches
  • 6 foot protection zone
  • No dangerous hardware
  • No child entrapments 3_5 to 9 inches
  • No sharp points or edges
  • No tripping hazards
  • Guardrails around elevated surfaces
  1. Click  iSectionFilter.png and add a filter for the Playground asset and Check activity.
  2. Click Save.

When you create a task for Equipment with a Check activity, the new section Equipment Check and all its fields display in the Detail view.

When you create a task for Playground with a Check activity, the new section Playground Check and all its fields also display.