Entities Screen

Data is captured on the following tab(s) of the edit screen: Overview, Categories and Default Reports. Below is a list of descriptions for the fields in the sections on each tab.

Overview

The Overview tab contains the following section(s):

Header

• Entity Type: The entity that will launch the report. Once an entity is specified, the Select Report button becomes available in the Assist sidebar for that entity type.
• Fallback Report: The report that will be launched for the specific entity if no reports with expressions are configured on the Default Reports tab or if there are no expressions that match.
  Select the fallback report from the available reports on the server. The report lookup is filtered on the linked report categories. If no categories are configured, the filter is not applied.
  Once the fallback report is specified, the Launch Default Reports button becomes available in the Assist panel in the sidebar for that entity type.
  The Fallback Report field cannot be cleared if there are default report expressions on this report server entity. All default report expressions will first have to be cleared before the fallback report can be removed. Refer to the Report field for more information.

Modification

Displays details of when the record was created and last updated. This section is autopopulated and requires no user input.

Categories

Multiple categories from the Wyn server can be added here. This will filter the reports displayed to the user by the selected categories.

The following information is displayed for configured categories:

• Name: The name of the Wyn entity report category that is configured. This field is used to indicate in which sub-category the report resides.

Default Reports

Once a default report has been selected, unique expressions can be added per report server entity.

The following information is displayed for configured expressions:

• Report: The default report(s) for this entity. The report lookup is filtered on the linked report categories. If no categories are configured, the filter is not applied.
  The Report field cannot be cleared if there are default report expressions on this report server entity. All default report expressions will first have to be cleared before the default report can be removed.
  For the standard AC Pack reports, the default reports are linked to an On Key Plus version. The version number is displayed at the end of the report name using convention "V2023.10.0", for example "WO Slim Report standard V2023.09.0". When a standard AC Pack reports is launched as part of a set of default reports, the system will first search for the report name with the current version of On Key Plus appended, for example "WO Slim Report standard V2023.09.0". If this report is not found, it will search for the report name without a version number, for example "WO Slim Report standard" and display it. The version numbers are removed from the name when the reports are displayed.
  If no reports are specified on this tab, the Fallback Report will be launched.
• Expression: The expression applied to the specified report. When this expression is met, the associated report will be used to display the selected entity.
  If an entity has multiple expression matches, multiple reports will be launched - each report in a new browser tab.
  If there is no match or no expressions set up, the Fallback Report configured on the entity will be launched.
  Refer to Expressions for more information on the syntax used to build expressions.
  Practical examples of default report server entity expressions:
  

  Required result	Expression
  Only display scheduled work orders	WorkOrder->Origin='ScheduledWork'
  Only display work orders of a specific origin	WorkOrder->Origin in ('Manual','FollowUp','Alarm')
  Only display work orders for a specific site	WorkOrder->Site_Code startswith 'A2'

• Sequence Number: The sequence in which the records are listed. Use the sequence number to list the records in a logical sequence.