Visit Boris website Item Type - Extension history
From Add Item in Template Maintenance select the Extension history button shown here.

From Add Item in Template Maintenance select the Extension history button shown here.

Extension history usually means "order history" but can be more general purpose than this. An extension history is associated with a either a customer or a location, and adding an extension history item to a template allows this history of orders etc. to be viewed by the user. In a typical "order history" scenario, the order history will show the date of the order, an order number and the associated order lines and prices.

 

The extension history can either be populated by an external system or it can be automatically populated based on Table items of submitted forms. For more information on this please see the Order history workflow action.

Unable to show how an Extension history item might look on a device.

Unable to show how an Extension history item might look on a device.

Main

Main screen for creating/amending an Extension history item
Main screen for creating/amending an Extension history item

Main screen for creating/amending an Extension history item

*Question This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
*Entity type Extension histories can be associated with customers or with locations. Depending on which of these histories you wish to show, choose the entity type that is required.

Advanced

Advanced features of an Extension history item.
Advanced features that can be applied to an Extension history item.

Advanced features that can be applied to an Extension history item.

*Unique name

The unique name must be entered for each item and is a mandatory field. The name is used internally and so is not generally of importance. A default value is generated by the system automatically. You may wish to override this value to have a “nicer” name if the field concerned is part of a calculation or if you are exporting the data to another system.

Display conditions (advanced)

Display conditions for an Extension history.
Display conditions that can be applied to an Extension history item.

Display conditions that can be applied to an Extension history item.

Only show when the following condition is true (1) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Only show when the following condition is true (2) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Record results when section isn't displayed Tick this box if you wish results to be recorded when section isn't displayed.

 

 


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Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.