Lines Overview
In this article
- Importing Lines
- Header
- Standard question
- Information
- Single value
- Multiple value
- File
- Text input
- Signature
- Attribute
- Table
- Batch Actions
Overview
Checklists, tests, and templates are primarily composed of lines. Lines can be added via import, or individually using the Add A Line button at the bottom of a Lines subsection.
The function and appearance of a line depends on its type. The line types are header, standard question, information, single value, multiple value, file, text input, signature, attribute, and table.
Importing Lines
Line data can be specified by mapping a column to its respective value during the Choose Fields step of a line import.
Line import fields
- Line Type - used to indicate the lines respective type, e.g. "Header", "Standard Question", etc.
- Description - line description text, if applicable.
- Linked Attribute - indicates the linked attribute for attribute lines; may require manual select of a specific attribute from second dropdown if a pre-existing match isn't found.
- Allow N/A - allows users to ignore the line type's response requirements and mark the line as N/A; expects "Allow" or an empty cell.
- Prompt For Issue - prompts users to create an issue on a failed response; expects "Prompt" or an empty cell.
- Issue Preset - decides the default preset to apply for issues created from this line; expects issue preset name or an empty cell.
- Title - line title text for signature lines.
- Options - a list of selectable values for single and multiple value lines, e.g. "New: Passed"; multiple values can be delineated with the pipe character, e.g. "New: Passed | Good: Passed | Poor: Passed | Replace: Failed".
- Include None Of The Above - allows users to select none of the above for multiple value lines; expects "Include" or an empty cell.
- Labels - a list of label and status pairs for standard questions, e.g. "Label: Status"; multiple values can be delineated with the pipe character, e.g. "Passed: Passed | Failed: Failed | N/A: N/A".
- Display - the initial dropdown display text for single and multiple value lines.
cxalloy-example-line-import.xlsx
Header
A line with no response and a text description; appears in all caps with a shaded background.
Line View
Edit View
Standard Question
A line with a pass/fail prompt and a text description; labels for passed/failed/na buttons are customizable.
Line View
Edit View
Information
A line with no response options and a text description; appears with a slightly shaded background
Line View
Edit View
Single Value
A line with pre-defined pass or fail options and a text description.
Line View
Edit View
Multiple Value
A line with pre-defined options and a text description; supports multi-select and none of the above.
Line View
Edit View
File
A line with a text description; supports the upload of multiple files, but requires a single file to be chosen to mark the line as passed.
Line View
Edit View
Text
A line with a text description; requires a text input for completion.
Line View
Edit View
Signature
A line with a title and a text description; requires a signature for completion.
Line View
Edit View
Linked Attribute
A line with a linked attribute and a text description; links to the assigned asset, displays its corresponding attribute value for confirmation if one exists, and updates the value if a new one is entered. Requires attribute value for completion.
Line View
Edit View
Table
A line with a table and a text description; press the Edit Table button to edit the table's contents.
Line View
Edit View
Table View
- Row / column / move - transforms the line's default table structure.
- Permissions - sets the transformation actions available to users when filling out corresponding lines.
- Headers - padding option for labels or informational text.
- Columns / rows - displays the table's dimensions; can be manually edited.
- Table text - the lower half of the contains the table itself and is used for text editing.
- Replace Table - replaces the current contents of the table with the clipboard's contents; supports direct pasting from excel.
Batch Actions
Click the checkbox to the left of a line to select it for batch actions; available batch actions are edit, copy, move, and delete. Editable fields vary based on type of the selected lines.
Edit View
Available line editing options depend on the lines selected; when selecting lines with different types, only the common fields will be shown.
Copy/Move View
When copying or moving lines, the user will be prompted to select where to insert the new content.
