company logo

Rate us on Google Play StoreRate us on App Store
All collections2 Knowledge2.4 Register2.4.2 Create & publish a register template

2.4.2 Create & publish a register template

How the System Admin builds a register — defining the Details (once-per-log) fields and the Table (repeating-row) columns, choosing field types, then publishing it Live so it can be filled. Includes a worked Concrete Pour Register example.

Overview

A register starts as a template — its structure. Only the System Admin creates it: you define the Details section (filled once per log) and the Table section (repeating rows), choose the field types, then publish it Live so Inspectors and Project Admins can fill it.

🧭 How to use

  1. Create the template. In the Register module, create a new template and name it — e.g. Concrete Pour Register. It is saved as Draft.

  2. Define the Details section — single-value header fields filled once per log:

Field

Type

Vendor

Text

Concrete Grade

Option (M20, M25, M30, M35)

Pour Location

Nomenclature

Pour Date

Date

Supervisor Name

Text

Linked EQC

EQC Link

- Nomenclature field: the filler navigates the project hierarchy (e.g. Tower A → Level 3 → Column) and types the Variable in free text (e.g. "C-5 Lift 2"). The L0 Project Code is auto-filled. - EQC Link field: links the log to one or more inspection EQCs, which open directly from the register.

  1. Define the Table section — columns for repeating rows (each row = one Entry):

Column

Type

Date

Date

Batch No.

Text

Qty (cum)

Numeric

Vehicle No.

Text

Test Cube No.

Text

Slump (mm)

Numeric

Total Qty

Calculation (SUM of Qty)

Remark

Multi-line Text

Note: Nomenclature and EQC Link are Details-only — they can't be added to the Table section.

  1. Validate & publish to Live. Review all field names, types, and calculation formulas, then publish. The register becomes Live and available to fill.

  2. Archive when no longer needed. Archiving stops new logs; historical logs stay for view/export. A register cannot return to Live once archived.

❓ FAQ

1. Who can create a register template?

Only the System Admin. Project Admins cannot create or edit templates.

2. Can I change a template after publishing it?

You can add or remove fields, but you cannot change a field's type, label, or formula once it's Live — so plan carefully before publishing.

3. How do I add a location field?

Use a Nomenclature field (Details-only) — it links to the project location hierarchy and lets the filler add a free-text Variable.

4. How do I link inspection EQCs to a register?

Use an EQC Link field (Details-only) — the filler can attach one or more EQCs that open directly from the register.

5. How do I auto-total a column?

Use a Calculation field — e.g. Total Qty = SUM of the Qty column. Calculation fields compute automatically; no manual entry.

6. Can I un-archive a register?

No. Archive is final — historical logs remain available for view and export, but the register can't be filled again.

Can I stop negative numbers in a Register's Numeric field?

Yes. In a Register template, each Numeric field has an advanced Allow Negative Number setting, ON by default. Turn it OFF so the field accepts only zero and positive numbers — decimals are still allowed and 0 is always allowed. Only a System Admin can set it; it works on both the Detail and Table parts of the register. You can change it on a live register template — it does not re-check data already saved, and applies only to new entries. While filling the register, a blocked negative value shows an instant message under the cell to fix before saving.

Can a Date or Time field in a Register fill in automatically?

Yes. In a Register template, each Date field and each Time field has an advanced setting to auto-fill the current date/time when the register is filled — it is OFF by default. When turned on, the field is stamped automatically, but the value stays editable if you need to correct it. The stamp uses server time shown in the project's time zone, so everyone on the project gets one consistent, trustworthy time. Only a System Admin sets it (Date and Time can be turned on independently); it works on both the Detail and Table parts of the register, on a live template, applying only to new entries/rows.

💡 Good to know

  • Only the System Admin creates, publishes, and archives templates.

  • A field's type, label, and formula are locked after publishing — only add/remove is allowed.

  • Nomenclature and EQC Link are Details-only.

  • The lifecycle is Draft → Live → Archive only.

  • In a Register, Numeric fields can be restricted to non-negative values via the Allow Negative Number setting (System Admin) — decimals and 0 stay allowed.

  • In a Register, Date/Time fields can auto-stamp the current project-time on fill (System Admin) — the stamped value is still editable.

🔗 Related articles

  • 2.4.1 Register — overview & key concepts

  • 2.4.3 Fill a register — logs & entries

  • 2.4.4 Register approvals — seek approval, redo & levels

  • 2.4.5 View & export register data

Did this answer your question?
😞
😐
😁