The Screen Setup form allows administrators to configure the options available in lookup fields for users on specific screens.
Set up field filters for equipment and work order types on specific screens by specifying which equipment and work order types are available for selection by a user on the screens.
Using the following check boxes the administrator can set the following filters for fields on selected screens:
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Filter Type - If selected, on the record view of the selected screen, the system displays the types listed on the Types tab in the Types lookup.
Only equipment/work orders that belong to Types listed in Field Filter setup will be displayed in the List View of the selected screen.
An equipment type can be linked to more than one screen; however, only one type can
be flagged as the default screen type for the selected screen.
The list of screens for which the administrator can filter the types and classes is predefined. Users cannot insert or delete records.
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Filter Class - Enable the class filter for selected screens. If selected, on the record view of the selected screen, the Class lookup will only display the classes listed on the Class tab. Only equipment or work orders that belong to Classes listed in Field Filter setup will be displayed in the list view of the selected screen.
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Filter WO Equipment Type - On the selected Work Order screen, the Equipment lookup field displays the equipment types that are also listed on the WO Equipment Type tab.
Select the Filter WO Equipment Type check box to enable the WO Equipment Type filter for the selected screen.
This check box must be selected only for work order screens.
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Operator Checklist - Specify task plans and equipment classes that will display in the Task Plan and Equipment Class lookups for users on the Operator Checklists screens.
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Reservation Calendar - If the selected record is a Reservation Calendar screen, the Filter WO Equipment Type check box is protected as are the specific Organization and Class.