Customize input fields

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Customize input fields

You can customize the fields in the input area of the Combining, Estimating, Inventory, Project Management, Production Control, and Purchasing dialog boxes according to your needs. For example, you can change the places of input fields, modify their names, change the field widths, and skip fields or preserve the value of fields when adding more items.

For some modules, you can modify the input fields of the dialog boxes separately. For example, in the Purchasing module, you can customize the input fields separately for purchase orders and requisitions. Similarly, in Project Management, you can modify the input fields of drawings, change orders, RFIs, and journal entries separately.

  1. Click the Maintenance ribbon tab.
  2. On the menu, go to the desired module and select a suitable Edit Input Fields option.
  3. In the Input Fields dialog box, click Edit Types.
  4. In the left-hand list, select the set of settings that you want to modify.
  5. Click the arrow buttons to move the fields that you want to show to the Included list.

    The fields marked with an asterisk (*) are required fields that need to always be in the Included list.

  6. According to your needs, do any of the following:
    To Do this

    Select if you want to confirm all changes

    • At the top of the dialog box, select the Prompt on Edit check box.

      Whenever you make changes in the associated dialog box, a confirmation dialog box appears and asks you to confirm the changes. If you do not want to have to confirm all changes, do not select the check box.

    Change the order of the input fields

    1. In the Included Fields list, select the field that you want to move.

    2. Click the Move Up and Move Down buttons to change the position of the field.

      The item at the top of the list will be the top field in the dialog box.

    Change the input field names

    Note:

    Be careful when customizing the names of input fields. Significant changes to the field names can prevent you from following the instructions given in the user guide or by the Tekla EPM support.

    1. In the Included Fields list, select the field that you want to modify.

    2. Click Set Display Name.

    3. Type a new name in the field.
    4. Click OK to save the new name.

    Skip input fields when using the tab key in input

    1. In the Included Fields list, select the field that the users can skip.

    2. Select the Skip Field check box.

      The selected field can now be skipped when inputting information using the tab key. In order to add information to a skipped field, you need to click the field.

    Preserve the value of a field when a new item is added

    1. In the Included Fields list, select the field whose value you want to preserve for new items.

    2. Click the Carry Over: No button.

      The button name changes to Carry Over: Yes.

      For example, if you allow carrying over the Shape field, Tekla EPM uses the same shape for new items until you manually select a different one.

      Note:

      Some fields cannot be carried over because the data in these fields is unique for each item.

      To clear the field when adding new items, click the Carry Over button again. The button name changes back to Carry Over: No.

    Keep the additional labor when a new item is added

    Note that the Carry Over Additional Labor check box is only available when customizing the input fields in the Estimating module.

    • At the top of the dialog box, select the Carry Over Additional Labor check box.

      Tekla EPM uses the same additional labor for new items until you manually select a different one.

    Keep the standard clips when a new item is added

    Note that the Carry Over Standard Clips check box is only available when customizing the input fields in the Estimating module.

    • At the top of the dialog box, select the Carry Over Standard Clips check box.

      Tekla EPM uses the same standard clips for new items until you manually select a different one.

    Change the font size of the input fields

    • In the Font Size field, type a new font size.

    Change the input area width

    • In the Input Area Width field, type the width in pixels.
    Change the navigation tree width
    • In the Navigation Tree Width field, type the width in pixels.

      To make the navigation tree narrower, type a value that is smaller than the current one, and to make it wider, type a greater value.

    Add input types

    1. In the lower-left corner of the dialog box, click New.

    2. Enter a name for the new set of settings in the Description field.

    3. Click Add.

    4. In the left-hand list, select the new set of settings.

    5. Modify the settings according to your needs.

    6. Click Save.

      The changes you made are saved to the new set of settings.

    Revert to the default settings

    • At the bottom of the dialog box, click Set to Default.

  7. Click Save to save the changes and then, click the Close button (X) in the upper-right corner to close the dialog box.

    The fields of the dialog box are updated and will be shown the next time you open the module.

  8. In the Type list, select which settings you want to use by default in the associated dialog box.

    For example, you can select a set of personalized settings that you have created.

  9. Click Save.
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