Tags, properties, checklists, and scanner
The settings below apply to data types connected to the CDF Asset resource type.
Tags
The settings on the Tags tab are visible as tab metadata across InField, such as in checklists, 3D views, search results, and in the top bar.
| Field | Description | Default value |
|---|---|---|
| Tag description1 | Specify the metadata field that contains a tag description that a person easily reads. | - |
| Tag area | Specify the metadata field that contains the tag area name. You'll find the area name in the top bar, on the 3D page, and to group checklist items per area. | - |
| Outdated tags | Enter any outdated tags. A banner will tell users that the tag is outdated. | - |
1 required to visualize the data in the user interface.
Properties
In InField, the settings on the Properties tab are visible to users on the Properties page from the sidebar or on the Overview page.
| Field | Description | Default value |
|---|---|---|
| Properties with tag links | Specify the metadata field that contains links to other tags. | - |
| List of prioritized properties | Specify the metadata field that contains properties to display on the Properties card on the Overview page. | - |
| List of lube oil properties | Specify the metadata field that contains lube oil properties to group these properties on the Properties page. | - |
Checklists
The settings on the Checklists tab are visible when users work with checklists in InField.
Users can copy and paste tags from external sources, such as work management systems and Excel sheets. To separate the tags, you can set up how InField handles any prefixes, postfixes, and special characters in the tag name. For instance, "(\*).A[0.9] filters out "IAA\_" as a prefix if used in a plant name, such as IAA_21PT1019.
| Field | Description | Default value |
|---|---|---|
| Prefix tag filter | Enter regular expressions to filter out prefixes from tag names. | - |
| Postfix tag filter | Enter regular expressions to filter out postfixes from tag names. | - |
| Items split pattern | Specify characters that will split checklist items and add a new line when items are pasted into a checklist. | - |
| Notify to evaluate the need to create an observation | Turn on to display a pop-up with Consider creating a notification in SAP when a user sets a checklist element to Not OK. | - |
| Checklist approval | Turn on to enable users to approve checklists on behalf of co-workers. This is typically useful for discipline leads or production managers that want to verify that all checklist tasks are completed. The section Checklists for approval appears on the Checklist page in InField. | Off |
Scanner
The settings on the Scanner tab apply to scanning tag IDs on an asset with a mobile unit.
| Name | Description | Default value |
|---|---|---|
| Extra filtering for scanning | Select to limit the number of wrong results during scanning. | OCR/DEFAULT |
| Scanner cropping area | Turn on to enable the cropping area while scanning. | False |