How to create a basic transaction tracking workflow in eQuip.

Create A Basic Transaction Tracking Workflow 

 

Step One:  Create Transaction Table 

• On the eQuip dashboard choose TOOLS > Manage Transaction from the menu 

• Choose Create/edit 

• Enter a name for the transaction table and then choose Save 

• There will be some default fields that are automatically populated in the table: 

• • Transaction Name 
  • Incomplete Traction 
  • Completed 
  • Requested Quantity 

• Choose Add New Field in the first section of the screen 

• Choose the dropdown field for Asset Dropdown Field To Display: 

• • Choose Asset Summary.Account No  

• The Field Name and the Display Name values are automatically populated 

• • Choose the green check mark button in the bottom-left corner to save the field 

• For fields that will only be used for the transaction: 

• • Enter the Field Name 

• • Enter the Display Name 
  • Change the field type (if necessary) 

• • • The default is Text 

• • Choose the check button to save   

• Enter the rest of the fields 

• • Do the same for the rest of the required fields 
  • Follow the same process for the required Transaction Detail Fields in the bottom section of the screen 
  • Save the table 

 

Step two:  Create The Search 

If a search that does not contain the required fields does not exist then it will be necessary to create a custom search 

• On the eQuip dashboard choose ADMIN > Manage Application Settings > Asset Search Configuration 

• Enter a name for the new search and choose Create 

• In the Search Field tab: 

• • Check the boxes for the fields that you are adding to the search 
  • Enter the Form Order number (the order in which the field will appear)   

• In the Display Field tab 

• • To choose the fields that you want to add to the search result asset fields that will display (Main Assets Column): 

• • • Choose the Utilize Asset Form Designers tab from the Tab: dropdown 
    • Highlight the field you want to move 

• You can move fields into the list or out of the list on the right by using the right and left arrow buttons to move the fields back and forth 

• Highlight the field that you just moved into the list on the right (bottom of the list) 

• • Use the up and down arrows to put it in the order that you want 
  • Clicking the up arrow once will move Asset Serial No above Asset Condition in the list 

• Choose your Menu Setting (usually Edit This Item) 

• Perform the same steps for both the Main Assets Column Tab (the two columns on the left) and the Child/AssetGroup Details List Tab (the two columns on the right) 

• When you are finished configuring the search go to the top of the screen and choose Save and then Activate These Changes 

• Enter your name and a description of the steps that you took 

• • Choose Save And CheckIn 

 

Step Three:  Create the workflow 

• Go to ADMIN > Configure Workflow > Configure Workflow 

• Choose Asset Transaction Tracking from the Process dropdown 

• Enter a name for the workflow 

• • Choose Create 

• For the Design tab: 

• • Choose the New Search that we created 

• • Choose the New Table that we created 
  • Leave the Default Tab Selection as Transaction 

• • Some workflows may require starting on a different tab 

• • Choose Save   

• Choose the Transaction Field Setting tab 

• Scroll down to the field list at the bottom of the screen 

• • For all chosen fields: 

• • • Check Editable 
    • Check Searchable 
    • Check Display 

• Go to the section of the screen called Transaction Field Order and choose Display Order 

• In the window that appears: 

• • Use the right and left arrows to put the fields into the list on the right (or take them out) 

• • Use the up and down arrows to put the fields into the order that you want them to be in 
  • Choose Save 
  • Do the same for the Search Order and Edit order tabs 

• Choose the Transaction Detail Field Setting tab 

• Scroll down to the field list at the bottom of the screen 

• • For all chosen fields: 

• • • Check Editable 

• • • Check Display 

• Scroll up to the Transaction Detail Field Order section and choose Display Order 

• In the window that appears: 

• • Use the right and left arrows to put the fields into the list on the right (or take them out) 
  • Use the up and down arrows to put the fields into the order that you want them to be in 
  • Choose Save 

• • Do the same for the Edit order tab 

• Choose the Actions tab 

• Choose Set Transaction Field to a Particular Value 

• • Choose Add 

• Choose Edit for the new action that you created 

• • Choose DisposedBy from the Transaction Field: dropdown 

• • Enter the text Select FullName from [User] WHERE @UserID = UserID in the query box 
  • Choose Validate Query 
  • Choose Save 

• At the top of the screen choose Save and then Activate These Changes 

• Go to ADMIN > Manage Menu 

• On the Manage Menus tab: 

• • Right-click ASSETS and choose Add 

• • Enter the name of the workflow 

• • Choose Asset Tracking Forms from the Select from Screens, Forms, Plugins, Coordinated Processes, or Menu Pages dropdown (left side of screen) 
  • Choose the right arrow to move it to the right 
    
    

• The new workflow is now available in the eQuip dashboard menu and is ready to use