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Cartegraph Campus

Create Layout to Display Child Records in Cartegraph One

You must have administrator rights to access this feature.

This feature may not be available in every package. Not sure if you have this feature or you want to learn more about it? Send us a message at support@cartegraph.com.

When creating a layout, keep these things in mind:

  • New layouts only display in Cartegraph One after you sign out and back in.
  • All layouts are tied to a role. If a role is not tied to the view, that user does not see the changes.
  • You may not change the Cartegraph default view, but you may copy and edit that version as your own.

There are special restrictions for Cartegraph One. Space is limited on mobile devices so only the first eight fields of a child record display. Any fields after the first eight are ignored.

Create Layout

  1. Click iAdministration_sm.png>Layout Manager.
  2. In Layout Manager, select the following:
  • Category>Assets (or Work)
  • Type> the asset or task you would like to change

Assets that have children will have a + next to them.

  • View Type>Detail View
  • View>*New
  1. Enter your new view name and click Save.
  2. Scroll to the Inspections section, click iColumnSelector_sm.png to add fields, and click x to close the Column Selector.

Click and drag the field titles to rearrange them.

Only the first eight fields display in Cartegraph One.

  1. Scroll to the Tasks section, click iColumnSelector_sm.png to add fields, and click x to close the Column Selector.

Click and drag the field titles to rearrange them.

Only the first eight fields display in Cartegraph One.

  1. Click Add Section+ to add a new custom child recordset section to the layout.
  2. Enter a name for the new section and click Apply.
  3. Click and drag a grid from the left panel to the new section in the layout view, click iColumnSelector_sm.png to add fields, and click x to close the Column Selector.

Click and drag the field titles to rearrange them.

Only the first eight fields display in Cartegraph One.

  1. Click Save.

Assign to Role

  1. Click Role Administration.
  2. In the Role Administration dialog box, click the role to add to the new layout.
  3. Click Save.

View Layout Changes in Cartegraph One

  1. Sign out and sign in to clear the previous asset or task layout view.
  2. Open an asset of the type selected previously.

Make sure you have the layer of the asset on.

  1. The child record tabs display across the top. Scroll horizontally.

You should have new tabs for all the child layouts.

  1. Tap the tab for the child recordset to view a list of detail cards if records are available.
  2. Tap a card to open the Detail view of that child record.

 

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