/
Categories and Values

Categories and Values

Categories

As of EpochField version 5.2.4, Categories and Fields are combined into a form and the order they show up in the form can be configured through the Form Order tab. See Form Order for guidance.

As of EpochField version 5.2.8, Categories can have their Values prepopulated via Spatial Lookup or Related Table Lookup. See Category Value Definition for guidance.

View Work Order Task Type Categories

Categories are used to organize the data to be collected in the field.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png

Add New Task Type Category

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175425.png
  6. Click Add New Category.

    image-20241002-180036.png
  7. Fill out the Add Category fields as necessary

  • Category Name: An abbreviated description of the Category

  • Category Code: An alias for referring to the Category

  • Multiselect?: User checks this if the Category will have Multi Select Values in it

  • Required?: Check if at least a value for the Category must be selected

  • Summarize Category?: Check if summary of the Category in the Work Order Form must be displayed

  • Filterable?: Check if the Category will be available as a filter option on the Work Feature Filter

  • Read Only?: Check if the Category will be read only

  • Pre Population Config: Check if the Category will be prepopulated based on Feature Classes

  • Category Value Definition Config: Check if the Category will contain pre populated Values. See Category Value Definition for guidance

image-20241231-204258.png
  1. Click Create.

    image-20241231-204328.png

Edit Task Type Category

A Task Type Category must be added for this process. See Add New Task Type Category for guidance.

The Multiselect? checkbox selection cannot be edited.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png
  6. Click Edit for the Category to be edited.

    image-20241002-190016.png
  7. Edit the data entry fields as necessary.

    image-20241003-144929.png
  8. Click Save.

    image-20241003-145001.png

Ordering Categories

A minimum of two Task Type Categories or Fields must be added for this process. See Add New Task Type Category and Add New Field for guidance.

As of EpochField version 5.2.4, Categories and Fields are combined into a form and the order they show up in the form can be configured through the Form Order tab. See Form Order for guidance.

Delete Task Type Category

A Task Type Category must be added for this process. See Add New Task Type Category for guidance.

Deleted Task Type Categories cannot be recovered.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png
  6. Click Delete for the Category to be deleted.

    image-20241003-145304.png
  7. Click Yes.

    image-20241003-145349.png

Category Values

A Task Type Category must be added for this process. See Add New Task Type Category for guidance.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png
  6. Select a Category.

    image-20241003-145458.png

Add New Category Value

A Task Type Category must be added for this process. See Add New Task Type Category for guidance.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png
  6. Select a Category.

    image-20241003-145458.png
  7. Click Add New Value.

    image-20241003-145636.png
  8. Fill out the Add Value fields as necessary.

  • Value Text: An abbreviated description of the Value.

  • Value Code: An alias for referring the Value.

  • Field Template: Associate one of the available fields to the Value.

  • Attachment Required?: Check if an Attachment is required.

  • Fix On Site?: Check to displaying an icon next to the Value indicating that if that condition exists it needs to be fixed on site.

image-20241003-145804.png

Multiple Values can be added to the Category at a time using pipe | separated Values.

  1. Click Create.

    image-20241003-145844.png

Edit Category Values

A Category Value must be added for this process. See Add New Category Value for guidance.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png
  6. Select a Category.

    image-20241003-145458.png
  7. Click Edit for the Value to be edited.

    image-20241003-145922.png
  8. Edit the data entry fields as necessary.

    image-20241003-150035.png
  9. Click Save.

    image-20241003-150100.png

Ordering Values

At least two Category Values must be added for this process. See Add New Category Value for guidance.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png
  6. Select a Category.

    image-20241003-145458.png
  7. Click and drag the Value to the desired position.

    image-20241003-150209.png

Category Value Definition

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png
  6. Add a new Task Type Category. See Add New Task Type Category for guidance.

  7. Enable Category Value Definition Config.

    image-20241231-204824.png
  8. Fill out the relevant fields.

The information that goes into here will come from the database.

  • Auto Select Single?: Check if one value is to be selected

  • Select First?: Check if the first value is to be selected

  • Show Default?: Check if the default value will be shown

  • Show Default Always?: Check if the default value will always be shown

  • Lookup Type: Choose the lookup type in a dropdown menu

    • Spatial Lookup: Selects values based on a configurable geographical proximity

    • Related Tables Lookup: Selects values based on a configurable database table

  • Dataset Name: Enter the name of the database table to query

  • Default Value: Enter the name of an EpochField Workflow Builder value to be the default

    • This must line up with the Default Value Code

  • Default Value Code: Enter the code of an EpochField Workflow Builder value code to be the default

    • This must line up with the Default Value

  • Value Property: Enter the name of the column in the selected database table

  • Value Code Property: Enter the name of the column in the selected database table

  • Order By Distance?: Check if the assets query is to be organized by proximity to the work feature

    • This is designed to be used with the Spatial Lookup Type

image-20241231-205306.png
  1. Click Create.

    image-20250102-155703.png

When properly configured, this is an example of what the Category Value Definition Config looks like in the EpochField Mobile workflow form. The Fuse Unit Category has its Value populated via Related Tables Lookup. The FeederID Category has its Value populated via Spatial Lookup.

image-20250102-160739.png

Deleting Category Values

A Category Value must be added for this process. See Add New Category Value for guidance.

Any Intelligent Workflow configurations associated with the Value will also be deleted. See Intelligent Workflows for more information.

Deleted Category Values cannot be recovered.

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Workflow Builder.

    image-20240627-140141.png
  3. As soon as the user logs in to the application, the available Work Order Types are displayed.

    image-20240627-140302.png
  4. Click Load next to the Work Order Type.

    image-20240627-160002.png
  5. Select a Work Order Task Type.

    image-20241002-175402.png
  6. Select a Category.

    image-20241003-145458.png
  7. Click Delete for the Value to be deleted.

    image-20241003-150245.png
  8. Click Yes.

    image-20241003-150333.png

     

© 2025 • Epoch Solutions Group, llc. • All rights reserved