{"id":65826,"date":"2024-02-26T10:19:24","date_gmt":"2024-02-26T02:19:24","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=65826"},"modified":"2024-02-27T14:29:08","modified_gmt":"2024-02-27T06:29:08","slug":"field-sets-10-5","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/field-sets\/field-sets-10-5\/","title":{"rendered":"Field Sets (4.10.5)"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to P2 Explorer version 4.10.5. For the latest help, see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/field-sets\/\">Field Sets<\/a>.<\/p>\n<p class=\"overview\">Field Sets are relationships between field values, and enable multi level value driven selections to be made.<\/p>\n<p class=\"intro-text\">The fields used in Field Sets are single select named list fields. The same field can be used in multiple field sets in the one form, however the selection options configured for each field set can limit the selection options available in the form.<\/p>\n<p class=\"intro-text\">The same named list can be assigned to multiple fields and used repeatedly without restriction.<\/p>\n<p class=\"intro-text\"><em>A configured field set:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9bdda8.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56047\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9bdda8-600x204.png\" alt=\"\" width=\"730\" height=\"248\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9bdda8-600x204.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9bdda8-768x261.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9bdda8-150x51.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9bdda8-48x16.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9bdda8.png 818w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; height: 34px;\">\n<tbody>\n<tr style=\"height: 24px;\">\n<td style=\"width: 13.8949%; height: 24px;\"><strong>1.\u00a0 \u00a0Fields<\/strong><\/td>\n<td style=\"width: 86.1051%; height: 24px;\">The fields in the field set.<br \/>\nOnly single select named list fields can be used in field sets.<\/td>\n<\/tr>\n<tr style=\"height: 10px;\">\n<td style=\"width: 13.8949%; height: 10px;\"><strong>2.\u00a0 \u00a0Values<\/strong><\/td>\n<td style=\"width: 86.1051%; height: 10px;\">The field values that can be selected in the entry dialog.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Field Set Relationships<\/h2>\n<p class=\"intro-text\">Each row in the field set defines the relationship between the specified field values.<\/p>\n<p class=\"intro-text\">In the field set above, if the Equipment List selection is Crusher, the:<\/p>\n<ul class=\"intro-text\">\n<li>Plant Operational State is Operating<\/li>\n<li>Reason for State is N\/A<\/li>\n<li>Site Type is Process<\/li>\n<\/ul>\n<p class=\"intro-text\">Value selection can start from any field and follow the relationship in any sequence and in a forwards or backwards direction.<\/p>\n<p class=\"intro-text\">In the field set above, if the Reason for State is Mechanical Fault, the:<\/p>\n<ul class=\"intro-text\">\n<li>Equipment List is Locomotive<\/li>\n<li>Plant Operational State is Planned Maintenance<\/li>\n<li>Site Type is Transport<\/li>\n<\/ul>\n<p class=\"intro-text\">A field can only be used once in each field set, however the same named list can be assigned to multiple fields and each of these fields can be used in the same field set.<\/p>\n<p class=\"intro-text\"><em>In the field set below, the Equipment List and Equipment Type fields are both of type named list Equipment List:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29a7e3cf.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56646 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29a7e3cf-600x224.png\" alt=\"\" width=\"600\" height=\"224\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29a7e3cf-600x224.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29a7e3cf-150x56.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29a7e3cf-48x18.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29a7e3cf.png 719w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"note\"><strong>Note:\u00a0<\/strong>The order of field value selection is set in the Dialog View in the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/\">form<\/a> or <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/primers\/workbooks\/\">Workbook<\/a> configuration.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Creating a Field Set<\/h2>\n<p class=\"intro-text\">Field Sets are created in forms in Server Management, and are used when adding entries in Shift Log and Case Management.<\/p>\n<p class=\"intro-text\">Before a field set can be created, the form needs to contain all of the single select named list fields that will be used by the field set.<\/p>\n<p class=\"intro-text\">To add a new field set to a form:<\/p>\n<p class=\"intro-text\">1. Open Server Management and select the Shift Log <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56648\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29c9352b.png\" alt=\"\" width=\"22\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29c9352b.png 86w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29c9352b-48x43.png 48w\" sizes=\"auto, (max-width: 22px) 100vw, 22px\" \/> icon.<\/p>\n<p class=\"intro-text\">2. Open the form you wish to add the field set to, or create a new form.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56650\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9-600x260.png\" alt=\"\" width=\"1000\" height=\"433\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9-600x260.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9-768x332.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9-1536x665.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9-150x65.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9-1080x467.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9-1280x554.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9-48x21.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/08\/Snag_29df52e9.png 1920w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">3. Add the required named list fields to the form.<\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/named-lists\/\">Named Lists<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/\">Forms<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/fields\/\">Fields<\/a>.<\/p>\n<p class=\"intro-text\">4. Select the <strong>Field Sets<\/strong> tab.<\/p>\n<p class=\"intro-text\">5. Click <strong>+<\/strong><strong> Add Field Set.<\/strong><\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9268b2.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55998\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9268b2-600x538.png\" alt=\"\" width=\"750\" height=\"672\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9268b2-600x538.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9268b2-768x688.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9268b2-150x134.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9268b2-48x43.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_a9268b2.png 821w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<p class=\"intro-text\">6. Add a <strong>Name<\/strong> and an optional <strong>Description<\/strong>.<\/p>\n<p class=\"intro-text\">7. Create the field set by selecting either the:<\/p>\n<ul class=\"intro-text\">\n<li>Import CSV <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55999\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa09491.png\" alt=\"\" width=\"22\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa09491.png 85w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa09491-48x45.png 48w\" sizes=\"auto, (max-width: 22px) 100vw, 22px\" \/> icon to import the data from a CSV file, or<\/li>\n<li>Edit Values <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56000\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac.png\" alt=\"\" width=\"25\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac.png 93w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac-48x39.png 48w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> icon to manually input the data<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_abae6b9.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56001\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_abae6b9-600x512.png\" alt=\"\" width=\"750\" height=\"640\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_abae6b9-600x512.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_abae6b9-768x655.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_abae6b9-150x128.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_abae6b9-48x41.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_abae6b9.png 804w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<h3>Importing Data<\/h3>\n<p class=\"intro-text\">To import data from a CSV file into a field set:<\/p>\n<p class=\"intro-text\">1. Click on the Import CSV <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56004\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b1a704e.png\" alt=\"\" width=\"22\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b1a704e.png 85w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b1a704e-48x45.png 48w\" sizes=\"auto, (max-width: 22px) 100vw, 22px\" \/> icon and select the relevant file.<\/p>\n<p class=\"intro-text\">2. Click <strong>Open.<\/strong><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b155fcc.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56003\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b155fcc-600x311.png\" alt=\"\" width=\"1000\" height=\"518\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b155fcc-600x311.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b155fcc-768x398.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b155fcc-150x78.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b155fcc-48x25.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b155fcc.png 1029w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">3. The data is loaded into the field set.<\/p>\n<p class=\"intro-text\">4. The field set header lists the name of the field set, and the names of the fields used in the field set.<\/p>\n<p class=\"intro-text\">After the data is imported the header text may be red, indicating a configuration error. This is often caused by a blank line being imported and added as an empty row to the field set. Edit the field set to fix any errors.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_7309b7e.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56036\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_7309b7e-600x511.png\" alt=\"\" width=\"750\" height=\"639\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_7309b7e-600x511.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_7309b7e-150x128.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_7309b7e-48x41.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_7309b7e.png 718w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<h3>Inputting Data<\/h3>\n<p class=\"intro-text\">To manually add data to a field set:<\/p>\n<p class=\"intro-text\">1. Click on the Edit Values <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56000\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac.png\" alt=\"\" width=\"25\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac.png 93w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac-48x39.png 48w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> icon.<\/p>\n<p class=\"intro-text\">2. Click on\u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56048\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ac3c664.png\" alt=\"\" width=\"17\" height=\"17\" \/><b>\u00a0<\/b><strong>Add Column<\/strong> to add a column for each field being added.<\/p>\n<p class=\"intro-text\">3. Click on\u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56048\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ac3c664.png\" alt=\"\" width=\"17\" height=\"17\" \/><b>\u00a0<\/b><strong>Add Row<\/strong> to add a row for each field value being added.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_acf9a97.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56049\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_acf9a97-110x150.png\" alt=\"\" width=\"180\" height=\"246\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_acf9a97-110x150.png 110w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_acf9a97-35x48.png 35w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_acf9a97.png 212w\" sizes=\"auto, (max-width: 180px) 100vw, 180px\" \/><\/a><\/p>\n<p class=\"intro-text\">4. From the dropdown list select the required field.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad25274.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56050\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad25274-600x183.png\" alt=\"\" width=\"750\" height=\"229\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad25274-600x183.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad25274-768x235.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad25274-150x46.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad25274-48x15.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad25274.png 893w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<p class=\"intro-text\">5. Select a value for each cell in the column.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad2dabe.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56051\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad2dabe.png\" alt=\"\" width=\"250\" height=\"277\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad2dabe.png 314w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad2dabe-135x150.png 135w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad2dabe-43x48.png 43w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><\/p>\n<p class=\"intro-text\">6. Complete the required selections to fill in the whole table and click <strong>Done<\/strong>.<\/p>\n<p class=\"note\"><strong>Note:<\/strong> Each cell in the table must contain a value.<\/p>\n<p class=\"intro-text\"><em>The configured field set:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad814d1.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56052\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad814d1-600x157.png\" alt=\"\" width=\"700\" height=\"183\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad814d1-600x157.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad814d1-768x201.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad814d1-150x39.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad814d1-48x13.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_ad814d1.png 1032w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">The Field Set in a Form<\/h2>\n<p class=\"intro-text\">The form will contain all the fields used in the field set.<\/p>\n<p class=\"intro-text\">Form configuration options may be applied to the field set fields either in Server Management or Explorer, with the order of the fields in the Dialog View determining the selection order in the entry dialog.<\/p>\n<p class=\"intro-text\">Keeping the field set fields together in the dialog will may make it easier to recognise the relationships.<\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/\">Forms<\/a><\/p>\n<p class=\"intro-text\"><em>Form containing the fields Plant Operational State, Site Type and Equipment - Mining:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_af07367.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56058 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_af07367-600x451.png\" alt=\"\" width=\"600\" height=\"451\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_af07367-600x451.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_af07367-768x578.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_af07367-150x113.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_af07367-48x36.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_af07367.png 856w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">The Field Set in an Entry Dialog<\/h2>\n<p class=\"intro-text\">The selection order of the field set fields in the entry dialog, is set in either the form configuration Dialog View, or the Workbook configuration Dialog View.<\/p>\n<p class=\"intro-text\">Fields which have a field set applied to them are mandatory.<\/p>\n<p class=\"intro-text\"><em>The field set fields in the entry dialog:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56699\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb-600x120.png\" alt=\"\" width=\"1000\" height=\"200\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb-600x120.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb-768x154.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb-1536x308.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb-150x30.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb-1080x216.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb-1280x256.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb-48x10.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1206cbb.png 1632w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Table view:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b6f0b3e.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56077\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b6f0b3e-600x75.png\" alt=\"\" width=\"800\" height=\"100\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b6f0b3e-600x75.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b6f0b3e-768x96.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b6f0b3e-150x19.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b6f0b3e-48x6.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_b6f0b3e.png 1073w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/fields\/\">Fields,<\/a> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/named-lists\/\">Named Lists<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Editing a Field Set<\/h2>\n<p class=\"intro-text\">To edit a field set:<\/p>\n<p class=\"intro-text\">1. Select the <strong>Field Sets<\/strong> tab in the form configuration in Server Management.<\/p>\n<p class=\"intro-text\">2. Select the Edit Values <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56000\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac.png\" alt=\"\" width=\"25\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac.png 93w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/07\/Snag_aa0ceac-48x39.png 48w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> icon.<\/p>\n<p class=\"intro-text\">The field set will open and can be edited as required.<\/p>\n<p class=\"intro-text\">3. Click <strong>Done<\/strong>.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Exporting a Field Set<\/h2>\n<p class=\"intro-text\">Field sets can be exported to a csv file by selecting the Export to CSV <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56661\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dfc15af.png\" alt=\"\" width=\"21\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dfc15af.png 82w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dfc15af-48x46.png 48w\" sizes=\"auto, (max-width: 21px) 100vw, 21px\" \/> icon from the field set configuration.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed.png\" rel=\"lightbox-14\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56662\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed-600x137.png\" alt=\"\" width=\"750\" height=\"171\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed-600x137.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed-768x175.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed-150x34.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed-1080x246.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed-1280x292.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed-48x11.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2dff25ed.png 1381w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<p class=\"intro-text\">If a large amount of editing is required, it may be easier to:<\/p>\n<ul>\n<li class=\"intro-text\">Export the field set as a csv file<\/li>\n<li class=\"intro-text\">Make the changes and save the file<\/li>\n<li class=\"intro-text\">Import the csv file into the field set<\/li>\n<\/ul>\n<hr \/>\n<h2 class=\"page-subheading\">Deleting a Field Set<\/h2>\n<p class=\"intro-text\">To delete a field set, click on the trash can icon to the right of the name.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e182288.png\" rel=\"lightbox-15\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56665\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e182288-600x95.png\" alt=\"\" width=\"700\" height=\"111\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e182288-600x95.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e182288-768x121.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e182288-150x24.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e182288-48x8.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e182288.png 898w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Multiple Field Sets<\/h2>\n<p class=\"intro-text\">Multiple field sets can be added to the same form and they can be either independent of, or linked to, each other.<\/p>\n<p class=\"intro-text\">Independent field sets have no fields in common.<\/p>\n<p class=\"intro-text\"><em>Field Set 1:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e2d8ee8.png\" rel=\"lightbox-16\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56666 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e2d8ee8-600x155.png\" alt=\"\" width=\"600\" height=\"155\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e2d8ee8-600x155.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e2d8ee8-768x198.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e2d8ee8-150x39.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e2d8ee8-48x12.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e2d8ee8.png 838w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Field Set 2:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e3165e1.png\" rel=\"lightbox-17\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56667 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e3165e1-600x147.png\" alt=\"\" width=\"600\" height=\"147\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e3165e1-600x147.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e3165e1-768x188.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e3165e1-150x37.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e3165e1-48x12.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e3165e1.png 839w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"intro-text\">Multiple field sets can be linked together though the use of common fields, and may be easier to setup and maintain than a single large field set.<\/p>\n<p class=\"intro-text\">Field sets <em>Operational State<\/em> and <em>Site Type <\/em>are linked through the common field <strong>Plant North<\/strong>, and together, behave the same as the field set <em>Plant.<\/em><\/p>\n<p class=\"intro-text\"><em>Field set Operational State:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e40404f.png\" rel=\"lightbox-18\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56669 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e40404f-600x155.png\" alt=\"\" width=\"600\" height=\"155\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e40404f-600x155.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e40404f-768x198.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e40404f-150x39.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e40404f-48x12.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e40404f.png 838w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Field set Site Type:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e405cb0.png\" rel=\"lightbox-19\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56670 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e405cb0-600x148.png\" alt=\"\" width=\"600\" height=\"148\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e405cb0-600x148.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e405cb0-768x190.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e405cb0-150x37.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e405cb0-48x12.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e405cb0.png 865w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Field set Plant:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e4521e1.png\" rel=\"lightbox-20\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56671 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e4521e1-600x131.png\" alt=\"\" width=\"600\" height=\"131\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e4521e1-600x131.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e4521e1-768x168.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e4521e1-150x33.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e4521e1-48x11.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_2e4521e1.png 964w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Field Sets are relationships between field values, and enable multi level value driven selections to be made.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/field-sets\/field-sets-10-5\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":56694,"parent":55231,"menu_order":14,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[1],"tags":[],"class_list":["post-65826","page","type-page","status-publish","has-post-thumbnail","hentry","category-uncategorized","Version-4-10-5"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/65826","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=65826"}],"version-history":[{"count":6,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/65826\/revisions"}],"predecessor-version":[{"id":65837,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/65826\/revisions\/65837"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/55231"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/56694"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=65826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=65826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=65826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}