Adding a Summation User Defined Field

Complete the following steps to add a Summation UDF:

1	Click Tools > Field and UDF Customizations to open the Field and UDF Customizations window (Figure 3-25).

2	If you want to select a grid layout theme, follow these steps:

a	Click Customize to open the Column Selections dialog box (Figure 3-28).

b	Click the down arrow in Select a Layout Theme and select a theme in the selection list.

c	Click Save to close the dialog box and return to the Field and UDF Customizations window.

3	Double-click Facility Surveys > Common to All Facilities in the Properties panel. Then click Permanent Information to display a grid with fields and property settings common to all facilities (Figure 3-45).

Note: Clicking the Properties bar collapses the Properties panel allowing you to view more of the grid. Clicking the bar again expands the panel.

Figure 3-45. Field and UDF Customizations

4	Click Summation in the toolbar to open the Add Summation Field dialog box (Figure 3-46).

Figure 3-46. Add Summation Field

5	Type a unique name for the Summation UDF in the Caption field.

6	Select a target field in the list of fields in the selection panel. For example, click the expand arrow for Test Point Inspection Fields, then double-click Structure P/S. A green check mark indicates a selection (Figure 3-47).

7	Select an Operator option. For example, Average is selected in the following figure (Figure 3-47).

The Summation expression displays in the top right-hand corner of the dialog box, such as Average: Structure P/S shown in the following example.

8	Click Save to save settings.

9	If you want to add an optional AND filter group to the Summation UDF, continue with step 10. To add an optional OR filter group, continue with step 11. Otherwise, continue with step 12 to close the Add Summation Field dialog box.

Figure 3-47. Summation Target Field

10	If you want to include one or more optional AND filters in the Summation UDF, complete the following steps. Data results produce a subset of records that meet all filter conditions included in the filter group.

a	Click the Filters button to open the Filters panel.

b	Click New ‘And’ Group to open the filter properties group box (Figure 3-48).

c	Type a name for the filter group in the field Filter Group Caption.

d	Use filter selection fields to set up filter criteria. Select a PCS Axis field, operator, and one or more filter conditions.

e	If you want to set up additional filter criteria, click Add to display an additional set of filter selection fields. Select a PCS Axis field, operator, and one or more filter conditions to set up filter criteria.

f	Repeat steps "b" through "e" as needed. When you finish, click the Filters button to close the Filters panel. Then continue with step 12.

Figure 3-48. New ‘And’ Filter

11	If you want to include one or more optional OR filters in the Summation UDF, complete the following steps. Data results produce a subset of records that meet any filter condition(s) included in the filter group.

a	Click the Filters button to open the Filters panel.

b	Click New ‘Or” Group to open the filter properties group box (Figure 3-49).

c	Type a name for the filter group in the field Include records that match any of these conditions.

d	Use filter selection fields to set up filter criteria. Select a PCS Axis field, operator, and one or more filter conditions.

e	If you want to set up additional filter criteria, click Add to display an additional set of filter selection fields. Select a PCS Axis field, operator, and one or more filter conditions to set up filter criteria.

f	Repeat steps "b" through "e" as needed (). When you finish, click the Filters button to close the Filters panel. Then continue with the next step .

12	Click Save and then the close button to close the Add Summation Field dialog box.

Figure 3-49. New ‘Or’ Filter