In this article, learn how default values are applied and how they affect the custom property values of your Items
Applicable Subscription Levels:
QC MANAGER | STARTER | PRO | PRO+ | ENTERPRISE
Overview
When configuring a process in the management portal, it is possible to specify default values for Numeric and Text process steps. These values are set for the user when the process is run in the mobile application and, depending on configuration, may be overridden by the user.
In addition to default values in process steps, existing custom property values are also used as default values in the mobile application.
When a process is run more than once, or when a subsequent process sets a Numeric, Date, or Text custom property that already has a value on the Item AND the process step does NOT have a default value, then the Item's custom property value will be used as the default. This functionality only affects Numeric, Date and Text steps. Other step types (Pass/Fail, Take Picture, Capture Signature, etc.) are not affected.
Example Scenario
In this example, we'll see how running a process more than once affects the default values seen by the user in the mobile application.
Example Process: Pre-Pour Inspection with the following steps
Date Step: Set Date Custom Property - 'Pour Date'
Text Step: Set Text Custom Property - 'Concrete Mix'
Scan Tag Step: Set Text Custom Property - 'Form ID'
Pass/Fail Step: 'Form Condition'
Text Step: Set Text Custom Property - 'Status' with Default Value - 'Ready to Pour'
Here is what the steps of this process look like in the Process Configuration window of the Management Portal.
Item is Created via the Management Portal
In this example, an Item with Serial Number 1C0555000099999 was created via the management portal on 03/25/2021, with no data entered. Here is what the Item Details screen displays:
First Run of Pre-Pour Process:
On 03/25/2021, a user runs the Pre-Pour Process for the first time. The mobile application determines the default values as shown below.
Default Values:
- Status
- Current Item Details Value - None
- Process Configuration Default Value - 'Pre-Pour Complete'
Default Value = 'Pre-Pour Complete'
Here is what the user will see in the mobile application:
When completing the process above, the user entered values into each step and synched the mobile device. The Item Details screen in the Management Portal displays the values captured by the user. A portion of that screen is displayed below.
Second Run of Pre-Pour Process:
Each subsequent time a process is run, the mobile application sets the default values for the user based on a combination of the process configuration default values and the current Item Details values. Default values set in the process configuration screen will always override current Item Details values.
On 03/26/2021, a user runs the Pre-Pour Process for the second time. The mobile application determines the default values as shown below.
Default Values:
- Status
- Current Item Details Value - 'Needs Additional Setup'
- Process Configuration Default Value - 'Ready to Pour'
Default Value = 'Ready to Pour'
Process configuration default values are always used. Where a value exists in Item Details and no overriding process configuration default value exists, the Item Details value is used as the default value.
Below is what the user will see in the mobile application.
