Web Enabled Control Sets

It is possible to web enable Control Sets which means that these fields will appear on the 'Log Job' screen when a client goes to log a new job.

For example, a Control Set for password reset details may be defined and added to the Jobs entity type (please see desktop section of the help file for more information on defining a Control Set and assigning this set to Job entities) and then marked as web enabled and mandatory. This information can then be used by the staff member assigned the job.

Web Enabling Control Sets

 

Follow the below steps to web enable a Control Set for a job

  1. From the HelpMaster Desktop application, go to Administration > Control Sets and find the cotrol set you wish to web enable,
  2. Open the control set and ensure that the Entity Types selected is Jobs,
  3. Check the Web Enabled checkbox (as shown in image below),
  4. Click Apply, then close the window.

 

Control Data and Templates

 

All jobs logged by clients are based on web enabled job templates.  If the control data for the job template is set to Required = True under Properties > Validation then the client willl not be able to log the job without selecting or entering the relevant data. This is a good way to enforce relevant data entry by clients.

 

See Also

Control Sets

How to set up Custom Fields

Job templates administration

 

Workflow

Adding a control set to workflow

Validating a control set value in workflow

Branching workflow based on a value in a control set