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Create an Inventory from Scratch

Before you can create a new Inventory from scratch, prepare any necessary underlying databases in the Database Module that are needed for integration with the new inventory.

Databases Integrating with the Inventory Module

Database

Field Requirements

Notes

Locations Database

None

A database must be selected as a locations inventory. Multiple databases can be utilized if desired. There are no fields that must be specifically included for functionality.

Stock Database




Location

All inventories are required to integrate with a stock database. An explanation of each required field has been provided below.



** Part Type is only a required field if you have both a stock and a unique database.


Inventory Item (Title)

Quantity

Part Type**

Unique Item Database


Inventory Item (Title)

Integrating with a unique item database is optional. An explanation of each required field has been provided below.


Unique Item Identifier

How To: Create a Database

To create a new database, go to the Home Page of the Database Module.

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Click the “Create Database” button, opening the New Database Modal.

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Input a Title for the new database. Select any groups the database should be associated with. Provide a description of the database and its purpose in the textbox provide. Select any tags desired.

Select the “Allow Default Access” checkbox to indicate that the database should follow the defaults established by module and access levels. If this checkbox is not selected, you will be required to establish user specific access based on individual or certification roles.

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The following database specific permissions are selected via drop down menu lists that include all individuals and certification roles that can be assigned permission.

Admins allows users or role to have admin module level permissions for this particular database. A list of all admin module level permissions is shown in the table below.

Database Admin Module Level Permissions

Manage roles (add/view/edit/delete, assign hidden roles, role permissions)

Database (view/edit/delete/list/add, upload csv)

Database Fields (edit/delete/view/list)

Database Entry (view/edit/delete/list/add)

Can delete entries from other modules
Database draft entries (abandon drafts from guests/users, view drafts from users/guests, list drafts from user/guests, reassign)
Database Group (list/add/edit/delete/view)

Manage Entry Permissions gives the indicated users permission to view, add, edit, and delete database entries.

View Entry Permissions gives the indicated users permission to view database entries.

Allow Integration With denotes which other modules can link with and integrate with this database or forms for reference.

The Database Module can be integrated with the following modules:

  • Forms
  • Database
  • Inventory
  • Grid

Click “Cancel” and return to the Database Module Home Page without any changes being made. Select “Save” to create the new database and you will be directed to the Fields Table for your newly copied database.

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Once a database has been created, you can enter database fields into it.

How To: Import Fields from a CSV File Into a Database

To import database entries from a CSV, database fields must already have been created.

How To: Add a Database Field

To create a database field, go to the Home Page of the Database Module.

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Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

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 Select “Fields” opening the Fields for database (DatabaseName) Page.

There are two ways to add a field to the Field Table. Click the “New Field” button above the Field Table or click the three dot (…) icon to the right of the page header opening the context menu and select “Add Entry”.

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This opens the New Database Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Database Field Modal will vary based on the Field Type.

Possible field types in the database module include Form Fields, Formatting Fields, Utility Fields, or a Reference to Another Database.

A database field can only have one field type. If you need to utilize another (e.g., for formatting purposes), you can set the displayed label to be same, but the field label must be unique.

For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Database Module in the User Manual.

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Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Field Table.

Fields can also be imported in bulk into a Database from a CSV.

How To: Import Fields from a PDF Field Import

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How To: Import Fields from a CSV File Into a Database

If a field has already been added to a database, you are no longer able to bulk import database field names from a CSV file. You are now required to enter each field name individually.

How To: Add a Database Field

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To import database field names from a CSV file, go to the Home Page of the Database Module.

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Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

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 Select “Upload CSV” opening the Upload CSV for (DatabaseName) Modal.

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When creating your CSV file, the first row of the CSV file is used. Each individual cell in that row will be a database field used as columns for data entry. When importing bulk field names, the notes in the Upload CSV Modal on “Entry ID” and “Modify Entry ID” are not relevant.

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After creating your Database Fields CSV File, save it as a CSV UTF-8 for importing.

Click the “Choose File” button and open the relevant file from your personal device.

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Confirm that the correct CSV file now shows in the Upload CSV Modal.

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Select the “Upload” button.

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Configure each database field as desired. Field types shown on the dropdown menu include form fields: Text, Text Box, Checkbox, Dropdown, Radios, Data, and Data/Time.

Select “Import Now” and a summary of the import with show on the CSV Upload Page.

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All imported field will now show on the Fields for database (DatabaseName) Page in the Fields Table.

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How To: Import Fields from a PDF Field Import

This method of importing Fields from a PDF requires access to Adobe Acrobat Pro.

If a field has already been added to a database, you are no longer able to bulk import database field names from a PDF Field Import. You are now required to enter each field name individually.

How To: Add a Database Field

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To import field names in bulk from a CSV file, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

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 Select “Fields” opening the Fields for database (DatabaseName) Page.

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Click the “PDF Field Import” button opening the PDF Field Import Modal.

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To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

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Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

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Confirm that the Export Format is “PDF The complete document”.

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Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

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Select “Allow” and the PDF will confirm that the fields were added to the database.

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Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

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To import database entries from a CSV, go to the Home Page of the Database Module and click the three dot menu to the right of the database you wish to import entries into.

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Select “Upload CSV” opening the Upload CSV for (DatabaseName) Modal.

You can also import entries by selecting “Manage Entries” from the context menu and selecting the “Import Entries” button underneath the Database Entries Page header, which opens the same Upload CSV Modal.

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Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. See Notes on the Download Template before uploading your CSV file to ensure it is done correctly.

Notes Regarding the Downloadable Template for Uploading CSV Files

The first row of the CSV file is for each of the database fields. If you download a CSV Template from the Upload CSV Modal, two additional column headers will show that are not database fields: Entry ID and Modify Existing Entry.

If you are importing database entries and no entries have been added to the database yet, leave these columns blank in your upload.

If database entries already exist in the database, the Entry ID column will contain the unique system generated ID for each pre-existing database entry. Leave this column blank if the row is to be imported as a new entry. The second column, Modify Existing Entry, should have a “Y” input if the existing entry is being modified and an “N” input if it has not been modified. Leave it blank if the entry is new.

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After creating your Database Fields CSV File, save it as a CSV UTF-8 for importing.

Click the “Choose File” button and open the relevant file from your personal device.

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Confirm that the correct CSV file now shows in the Upload CSV Modal.

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Select the “Upload” button.

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The entries imported from the CSV file will now show on the Upload CSV for (DatabaseName) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

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Click the “Entries for (DatabaseName)” link to see all imported entries in the Manage Entry Table.

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How To: Import Fields from a PDF Field Import

This method of importing Fields from a PDF requires access to Adobe Acrobat Pro.

If a field has already been added to a database, you are no longer able to bulk import database field names from a PDF Field Import. You are now required to enter each field name individually.

How To: Add a Database Field

To create a database field, go to the Home Page of the Database Module.

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Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

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 Select “Fields” opening the Fields for database (DatabaseName) Page.

There are two ways to add a field to the Field Table. Click the “New Field” button above the Field Table or click the three dot (…) icon to the right of the page header opening the context menu and select “Add Entry”.

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This opens the New Database Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Database Field Modal will vary based on the Field Type.

Possible field types in the database module include Form Fields, Formatting Fields, Utility Fields, or a Reference to Another Database.

A database field can only have one field type. If you need to utilize another (e.g., for formatting purposes), you can set the displayed label to be same, but the field label must be unique.

For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Database Module in the User Manual.

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Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Field Table.

Fields can also be imported in bulk into a Database from a CSV.

How To: Import Fields from a PDF Field Import

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To import field names in bulk from a CSV file, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

image.png

 Select “Fields” opening the Fields for database (DatabaseName) Page.

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Click the “PDF Field Import” button opening the PDF Field Import Modal.

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To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

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Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

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Confirm that the Export Format is “PDF The complete document”.

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Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

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Select “Allow” and the PDF will confirm that the fields were added to the database.

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Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

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How To: Add a Database Field

To create a database field, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

image.png

 Select “Fields” opening the Fields for database (DatabaseName) Page.

There are two ways to add a field to the Field Table. Click the “New Field” button above the Field Table or click the three dot (…) icon to the right of the page header opening the context menu and select “Add Entry”.

image.png

This opens the New Database Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Database Field Modal will vary based on the Field Type.

Possible field types in the database module include Form Fields, Formatting Fields, Utility Fields, or a Reference to Another Database.

A database field can only have one field type. If you need to utilize another (e.g., for formatting purposes), you can set the displayed label to be same, but the field label must be unique.

For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Database Module in the User Manual.

image.png

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Field Table.

Fields can also be imported in bulk into a Database from a CSV.

How To: Import Fields from a PDF Field Import

This method of importing Fields from a PDF requires access to Adobe Acrobat Pro.

If a field has already been added to a database, you are no longer able to bulk import database field names from a PDF Field Import. You are now required to enter each field name individually.

How To: Add a Database Field

{{@321}}

To import field names in bulk from a CSV file, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

image.png

 Select “Fields” opening the Fields for database (DatabaseName) Page.

image.png

Click the “PDF Field Import” button opening the PDF Field Import Modal.

image.png

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

image.png

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

image.png

Confirm that the Export Format is “PDF The complete document”.

image.png

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

image.png

Select “Allow” and the PDF will confirm that the fields were added to the database.

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Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

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Once you have entered database fields, you can add database entries into it.

How To: Add an Individual Database Entry

To add a database entry, go to the Home Page of the Database Module. Click the three dot (…) icon to the right of the database you wish to add an entry to opening the context menu. Select “Add Entry”.

You can select “Add Entry” from any context menu in the Database Modal without returning to the Home Page.

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Selecting “Add Entry” opens the New Database Entry modal. Two visual examples of this modal have been included below.

The New Database Entry Modal will vary for every database, based on the fields that have been created for it.

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Input the entry data into the modal. Select “Save” for the new entry to be added to the database.

If no fields have been created for the database, the New Database Entry Modal will show without any fields as seen below.

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If you select to “Save” a database entry prior to the creation of database fields, an entry will be assigned an Entry ID by the system and will show in the Entries Table. The submitter, approval status, and entry date will be logged.

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How To: Import Database Entries from a CSV

To import database entries from a CSV, database fields must already have been created.

How To: Add a Database Field

To create a database field, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

image.png

 Select “Fields” opening the Fields for database (DatabaseName) Page.

There are two ways to add a field to the Field Table. Click the “New Field” button above the Field Table or click the three dot (…) icon to the right of the page header opening the context menu and select “Add Entry”.

image.png

This opens the New Database Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Database Field Modal will vary based on the Field Type.

Possible field types in the database module include Form Fields, Formatting Fields, Utility Fields, or a Reference to Another Database.

A database field can only have one field type. If you need to utilize another (e.g., for formatting purposes), you can set the displayed label to be same, but the field label must be unique.

For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Database Module in the User Manual.

image.png

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Field Table.

Fields can also be imported in bulk into a Database from a CSV.

How To: Import Fields from a PDF Field Import

{{@340}}


How To: Import Fields from a CSV File Into a Database

If a field has already been added to a database, you are no longer able to bulk import database field names from a CSV file. You are now required to enter each field name individually.

How To: Add a Database Field

{{@321}}

To import database field names from a CSV file, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

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 Select “Upload CSV” opening the Upload CSV for (DatabaseName) Modal.

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When creating your CSV file, the first row of the CSV file is used. Each individual cell in that row will be a database field used as columns for data entry. When importing bulk field names, the notes in the Upload CSV Modal on “Entry ID” and “Modify Entry ID” are not relevant.

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After creating your Database Fields CSV File, save it as a CSV UTF-8 for importing.

Click the “Choose File” button and open the relevant file from your personal device.

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Confirm that the correct CSV file now shows in the Upload CSV Modal.

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Select the “Upload” button.

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Configure each database field as desired. Field types shown on the dropdown menu include form fields: Text, Text Box, Checkbox, Dropdown, Radios, Data, and Data/Time.

Select “Import Now” and a summary of the import with show on the CSV Upload Page.

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All imported field will now show on the Fields for database (DatabaseName) Page in the Fields Table.

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How To: Import Fields from a PDF Field Import

This method of importing Fields from a PDF requires access to Adobe Acrobat Pro.

If a field has already been added to a database, you are no longer able to bulk import database field names from a PDF Field Import. You are now required to enter each field name individually.

How To: Add a Database Field

{{@321}}

To import field names in bulk from a CSV file, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

image.png

 Select “Fields” opening the Fields for database (DatabaseName) Page.

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Click the “PDF Field Import” button opening the PDF Field Import Modal.

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To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

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Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

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Confirm that the Export Format is “PDF The complete document”.

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Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

image.png

Select “Allow” and the PDF will confirm that the fields were added to the database.

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Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

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To import database entries from a CSV, go to the Home Page of the Database Module and click the three dot menu to the right of the database you wish to import entries into.

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Select “Upload CSV” opening the Upload CSV for (DatabaseName) Modal.

You can also import entries by selecting “Manage Entries” from the context menu and selecting the “Import Entries” button underneath the Database Entries Page header, which opens the same Upload CSV Modal.

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Click the “Download Template” link at the top of the modal and a CSV file will be downloaded to your personal device. See Notes on the Download Template before uploading your CSV file to ensure it is done correctly.

Notes Regarding the Downloadable Template for Uploading CSV Files

The first row of the CSV file is for each of the database fields. If you download a CSV Template from the Upload CSV Modal, two additional column headers will show that are not database fields: Entry ID and Modify Existing Entry.

If you are importing database entries and no entries have been added to the database yet, leave these columns blank in your upload.

If database entries already exist in the database, the Entry ID column will contain the unique system generated ID for each pre-existing database entry. Leave this column blank if the row is to be imported as a new entry. The second column, Modify Existing Entry, should have a “Y” input if the existing entry is being modified and an “N” input if it has not been modified. Leave it blank if the entry is new.

image.png

After creating your Database Fields CSV File, save it as a CSV UTF-8 for importing.

Click the “Choose File” button and open the relevant file from your personal device.

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Confirm that the correct CSV file now shows in the Upload CSV Modal.

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Select the “Upload” button.

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The entries imported from the CSV file will now show on the Upload CSV for (DatabaseName) Page.

The system automatically indicates to ignore the first row. Click “Import Now” if there are no errors.

A summary of the import will now show on the CSV Upload Page.

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Click the “Entries for (DatabaseName)” link to see all imported entries in the Manage Entry Table.

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How To: Add a Database Field

To create a database field, go to the Home Page of the Database Module.

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Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

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 Select “Fields” opening the Fields for database (DatabaseName) Page.

There are two ways to add a field to the Field Table. Click the “New Field” button above the Field Table or click the three dot (…) icon to the right of the page header opening the context menu and select “Add Entry”.

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This opens the New Database Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Database Field Modal will vary based on the Field Type.

Possible field types in the database module include Form Fields, Formatting Fields, Utility Fields, or a Reference to Another Database.

A database field can only have one field type. If you need to utilize another (e.g., for formatting purposes), you can set the displayed label to be same, but the field label must be unique.

For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Database Module in the User Manual.

image.png

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Field Table.

Fields can also be imported in bulk into a Database from a CSV.

How To: Import Fields from a PDF Field Import

This method of importing Fields from a PDF requires access to Adobe Acrobat Pro.

If a field has already been added to a database, you are no longer able to bulk import database field names from a PDF Field Import. You are now required to enter each field name individually.

How To: Add a Database Field

To create a database field, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

image.png

 Select “Fields” opening the Fields for database (DatabaseName) Page.

There are two ways to add a field to the Field Table. Click the “New Field” button above the Field Table or click the three dot (…) icon to the right of the page header opening the context menu and select “Add Entry”.

image.png

This opens the New Database Field Modal.

The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Database Field Modal will vary based on the Field Type.

Possible field types in the database module include Form Fields, Formatting Fields, Utility Fields, or a Reference to Another Database.

A database field can only have one field type. If you need to utilize another (e.g., for formatting purposes), you can set the displayed label to be same, but the field label must be unique.

For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Database Module in the User Manual.

image.png

Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Field Table.

Fields can also be imported in bulk into a Database from a CSV.

How To: Import Fields from a PDF Field Import

{{@340}}


To import field names in bulk from a CSV file, go to the Home Page of the Database Module.

image.png

Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.

image.png

 Select “Fields” opening the Fields for database (DatabaseName) Page.

image.png

Click the “PDF Field Import” button opening the PDF Field Import Modal.

image.png

To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.

image.png

Within the button properties, click on the Actions Tab. On the “Mouse Down” trigger, add the “Submit a Form” Action.

image.png

Confirm that the Export Format is “PDF The complete document”.

image.png

Open the PDF and submit the form to generate the fields here.

You do not need to fill in any of the fields, and you must not sign it.

image.png

Select “Allow” and the PDF will confirm that the fields were added to the database.

image.png

Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.

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When your databases are complete, go to the Home Page of the Inventory Module.

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Select the “Create Inventory” button opening the New Inventory Modal.

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Input the name for the new inventory and any desired tags.

Inventory setup requires you to add the underlying databases: a locations database, a stock database, and a (optional) unique items database.

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How To: Integrate a Database with the Inventory Module

To integrate an existing database with the inventory module, go to the Database Module Home Page. Click the three-dot icon to the right of the database you wish to integrate opening the context menu.

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Select “Edit Database” opening the Edit Database Modal.

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Under Additional Database Specific Permissions is a dropdown menu field labeled “Allow integration with”. Click to open the dropdown menu and select “Inventory: Integrate with the Inventory Module”.

Select “Save” and the database will now be visible in the Inventory Module.

Select the database to be used as your locations database from the dropdown menu.

The dropdown menu options available to you will be the databases housed in your Database Module that have been integrated with the Inventory Module.

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Select a database from the dropdown menu as the Stock Database and the section expands with additional fields.

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Click “Add” opening a dropdown menu. This dropdown menu will show all of the fields included in the locations database.

This is different from the system generated [KAStrack] Locations database that comes with every KAStrack install. The [KAStrack] Locations database can be used as a locations setup database, but you are not required to work within this one.

Multiple field names can be selected, and the directional arrow icon can be used to alter the order the location fields will show in.

The inventory item Title Pattern is comprised of one or more field names The field names showing are the fields created in the underlying stock database selected via dropdown menu. Type a hashtag and all possible fields that can be used in the title pattern will show.

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Click the field name to select it. Text, such as a dash or colon, can be used in between field names for clarity. (e.g. #Manufacturer# : #Item# - #Size# ) This is the entry information that will show in the column designated for the item identifier.

Select the field name from dropdown menu that should be used to show the quantity in the inventory. Possible field names for quantity are being pulled from the database selected as the stock database in setup.

If a unique item database will be used by the inventory, select the field input into the underlying stock database that is used to determine whether an inventory item is a generic stock item or a unique item. The field selected for Part Type must have two values – Generic or Unique. Any items marked as Generic will be treated as generic items. Any items marked as unique will be treated as unique items.

Items with a different value (other than generic or unique) will be treated as an unknown, and the quantity values for those items may not be able to be adjusted.

Every inventory will show a column with a Categories header. You are not required to enter information in this field, but are welcome to utilize it to include additional information in your. If you do select fields for the Category column, the entry for those fields will be show in the order selected with commas in between.

You will only be able to choose fields with set values (e.g. dropdown menus, radios, and form/database references).

If your inventory contains unique or serialized items, select a database from the dropdown menu that will serve as the underlying unique items database. The section will expand with additional fields.

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Use the dropdown menu to select which field from the unique item setup database will contain the inventory item entries.

The Inventory Item Pattern is comprised of one or more field names from the database assigned as the unique item item setup database. Type a hashtag and all possible fields that can be used in the inventory item pattern will show.

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 Click the field name to select it. Text, such as a dash or colon, can be used in between field names for clarity. (e.g. #Manufacturer# : #Item# - #Size# ) This is the information that will serve as the stock inventory item identifier in the database.

The Unique Item Pattern is comprised of one or more field names from the unique item setup database. Type a hastag and all possible fields that can be used in the Unique Item Pattern will show.

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Click the field name to select it. Text, such as a dash or colon, can be used in between field names for clarity. (e.g.#Inventory Item# : #Serial Number#).  This is the entry that will serve as the unique identifier in the database.

The fields input into “When Removing from Stock, Edit Fields” are the database fields that a user can update when removing a unique item from stock.

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The fields input into “When Returning to Stock, Edit Fields” are the database fields that a user can update when returning a unique item to stock.

Select the “Save” button and the new inventory will now show in the Inventory Table on the Inventory Module Home Page.