Control Sets Overview

Controls Sets are like mini-custom forms that you can build to capture and store information.  Once a control set has been defined and created, it can then be linked to entites such as Clients, Sites, Assets and Jobs, where it will be displayed on the "Control Sets" tab.

Multiple control sets can be linked to each entity.

Control sets can be also be linked to Job Templates.  This allows you to create flexible job screens that capture different information depending on the type of job.  Furthermore, when a control set is linked to a job template that is then published to the web portal, the control set(s) will be displayed to the end-user for them to fill-in.  This allows you to create very flexible and detailed web request forms that can capture a wide range of information.

The administration of control sets is done via the "Administration" menu in the Desktop version of HelpMaster.

The Control Set designer view

The same control set presented via the web portal

Use

Use Control sets for the following:

• Create custom forms that will capture specific data
• Create web-forms that users can fill-in when requesting things
• Use control sets to store data that only internal staff will see
• Stack control sets together in the same entity for capturing and storing specific data, and having easy access to it
• Create cascading data-entry fields that are triggered by values that the user inputs

See also

Control Set - Creating a new control set

Custom Fields

Workflow Designer

Control Set workflow object

Control Set validation workflow object

Web Portal

Web Enabled Control sets (Linking controls sets to a Job Template for use on the web portal)