User Defined Group

( Primarius Main Page / System )

Entity Name:

User Defined Groups allow for the collection of data points that are not already in Primarius. Groups are divided into two parts; the Group name and the Fields that make up the group.

Field Definitions:

Group:

• Name
• Related System Element is the part of Primarius that this group will be assigned to.
• Sort Order defines the order in which the groups appear on that element.
• Allow Multiple Entries means that this group can have multiple sets of data for the same group on the same element. If this box is unchecked, the user can only enter one set of data for that group for that element.
• Add Group on Element Create means that this group will be added when the user creates a new record for the element. Leave this box unchecked if you want the group to be entered manually when a new element is created.
• Collect Via Portal means that if there is a web portal that includes that element, the user of the portal can enter data for the group.

Field:

• System Name is the name of the data field.
• Label is the description that will appear on the screen when the group is being edited. Often it is the same as the System Name.
• Data Type defines the type of data we are going to collect for this field.
• Max Length applies if the Data Type is set to Text.
• Display Order defines the order that the fields will display on the screen for editing.
• Is Required is for the user to enter a value for this field before the record can be saved. If unchecked, the field can be left blank.

Special Notes:

Company Setups:

None