General
Fields are used for collecting user data into Next Plus. Later on, the collected data can be used as conditions for decisions in a workflow, for example:
💡 An input – what is the color of the Error LED :
Green – set condition progress to one step
RED – set condition progress to another step
Or for storing data in reports, for future use or review.
Add Fields
Fields can be added directly from the workflows and forms, or from the Fields tab.
Fields tab
Navigate to Modeling -> Workflows -> Fields
This field is hidden by default. you must unhide it first.
Click "+" to add new field.
In general, this is the menu to configure and edit all fields in Next Plus.
Workflow
Select the step to which you want to add a field.
Select enrichment.
Click "+" in the Fields section.
Form
Open the wanted Form.
Click in the Fields Order section.
Edit field
When an existing field is edited, additional information appears on the screen.
A section that lists all workflows (an all versions of workflows) in which the fields appear.
Saving a field is modified to Save and Save as new field.
Add / Edit Fields - General Window
# | Section | Description |
1 | Type | A drop-down list that enables to set the field type. As described in the sections below. |
2 | General | Specific configuration parameters for the selected field. |
3 | Preview | Displays a preview of the configured field. |
4 | Image | Enables to upload guidance image for the field. |
5 | Required | Checkbox. When checked, the user is obligated to fill the data in that specific field. He cannot proceed to another step or save the form. |
Text Input
Enables the user to enter specific textual input in the step.
💡 For example: Enter machine name.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field |
2 | Help Text | Additional orientation / supporting texts. The text appears below the input line of the field. |
3 | Placeholder | Text that will appear in the input field. Used for informative purposes, it is not a default value of the field. |
4 | Type | Enables to set input to numbers only or text. |
5 | Pattern | Set specific pattern for the input. For example: [A-Z] – defines an input character that can be only a letter.[1-9] – defines an input character that can be a number from 1 to 9[1-5] / [A-F] – limits character to specific values. [.] – any character. Use of characters without “[ ]” ensures that these specific characters must appear in the pattern. Pattern: SN-[.][1-9]-[A-Z][A-Z] OK Input: SN-z5-BB |
6 | Default value | Enables to set default value for the input. The data in this field overrides Placeholder field text. |
⛔ Limitations – One row of input only.
Radio Buttons
Enables to select a radio button from the displayed buttons on the screen.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field. |
2 | Help Text | Additional orientation / supporting texts. The text appears below the input line of the field. |
3 | Layout Direction | Toggle button. Set layout direction of the applicable options: Vertical or Horizontal. |
4 | Option | Specific Option parameters: Option Name (Mandatory)
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5 | Add | Enables to add additional radio buttons. |
6 | Default value | Enables to set default value for the input, from the preconfigured options. |
Select
Enables to select single option from a drop-down list.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field. |
2 | Help Text | Additional orientation / supporting texts. The text appears below the input line of the field. |
3 | Option | Specific Option parameters: Option Name (Mandatory)
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4 | Add | Enables to add additional radio buttons. |
5 | Default value | Enables to set default value for the input, from the preconfigured options. |
Checkbox
Enables to configure a specific field with a checkbox.
ℹ️ Multiple checkboxes can be created to enable multiple selection.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field. |
2 | Help Text | Additional orientation / supporting texts. The text appears below the input line of the field. |
Text Area
Enables the user to enter specific textual input in the step, but with more text space.
ℹ️ This field can be generic – like (general notes) and be added to all workflows / steps. Then the user can add free text to that specific step.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field |
2 | Help Text | Additional orientation / supporting texts. The text appears below the input line of the field. |
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3 | Placeholder | Text that will appear in the input field. Used for informative purposes, it is not a default value of the field. |
4 | Default value | Enables to set default value for the input. The data in this field overrides Placeholder field text. |
Upload Button
Enables to upload external data into the workflow session, or the report.
Use cases:
💡 Upload picture of and assembly.
💡 Upload shipping form if needed.
💡 Upload receipt
Name – Description of the button
Button Text – Description that will appear on the Button itself.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field |
2 | Button Text | Text that will appear on the button. |
3 | Should run | Text that will appear in the input field. Used for informative purposes, it is not a default value of the field. |
4 | Default value | Enables to set default value for the input. The data in this field overrides Placeholder field text. |
Date Picker
Enables the user to set specific date in the field.
The dates timeframe can be preconfigured.
This is used for setting a date which has nothing with the date timestamp of the workflow.
ℹ️ For example – Enter date for next machine service.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field |
2 | Help Text | Additional orientation / supporting texts. The text appears below the input line of the field. |
3 | Placeholder | Text that will appear in the input field. Used for informative purposes, it is not a default value of the field. |
4 | Minimum Date | Min. date threshold |
5 | Maximum Date | Max. date threshold |
6 | Default value Now | Enables to set default value to current time in which the session occurs. |
Date and Time Picker
Enables the user to set specific date and time in the field.
The dates timeframe can be preconfigured.
This is used for setting a date which has nothing with the date timestamp of the workflow.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field |
2 | Help Text | Additional orientation / supporting texts. The text appears below the input line of the field. |
3 | Placeholder | Text that will appear in the input field. Used for informative purposes, it is not a default value of the field. |
4 | Minimum Date | Min. date and time threshold |
5 | Maximum Date | Max. date and time threshold |
6 | Default value Now | Enables to set default value to current time in which the session occurs. |
Sub Form – Field of Fields
Enables to aggregate multiple fields into a single group. So that each instance of the field will include the instances of that group.
ℹ️ For example – Multiple pictures must be added to a process, with a description field for each newly added picture. The sub-form group will include an Upload field and Text Input field. So that for each instance, the fields will appear together.
During operation, each time a user presses the “Button” – consequent fields appear.
The fields that are configured – will be added on each click.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field |
2 | Button Text | Text that will appear on the button. |
3 | Fields | A list of fields that are clustered together. |
Lookup Select
Enables to select single option from a specific table, and to select which parameters to display in the session report, based on the table’s columns.
# | Section | Description |
1 | Name | (Mandatory) Enter the name of the field. |
2 | Help Text | Additional orientation / supporting texts. The text appears below the input line of the field. |
3 | Lookup Table | Set the table for the lookup process. |
4 | Lookup By | Set the specific column, from the selected table, from which the values will be displayed on the screen. |
5 | Display columns | Set the columns that will be displayed in the Session Report. |