InfoQube IM - Community

Submitted by vicen95650 on 2019/08/04 14:24

I am a long-time eccopro user who is trying to move to InfoQube. I was able to import items (with their columns) successfully from eccopro. Eccopro's auto-assignment rules were of course not migrated. Now I want to create a rule that will populate an item property (field/column/whatever) with some value whenever I create the item.

I believe I need to create an auto-assignment rule or a row equation but I cannot seem to get the syntax correctly. Would someone care to show me the explicit syntax for this case:

the field or property is named "creationDate" and is of type date.

the value that I want to assign to this property is today's date.

I want to assign the value upon item creation.

Thanks,

Vicente

Comments

Hi Vincente and welcome to the IQ forum

There are many ways to do this, but if it is only to have the created date, it is already built in...

Checkout the Basic section of the Properties pane

Pierre_Admin

IQ Designer

Thanks, but I cannot show the existing "created" property as a column (or I don't know how) and therefore I cannot sort my top level items based on the value of this column.

I would therefore still be interested in an explicit example of how I would assign a value to a user-created property upon item creation or modification. I must be missing something very basic because I cannot seem to be able to accomplish that by reading the documentation.

Vicente

Hi Vincente,

I would question the usefulness of assigning a value to all items created anywhere. If you have a practical example, please share it with us

There are ways though...

Assigning a field value to any items created in a grid is easy, Look into Grid > Properties

I'll answer in more details tomorrow if needs be

Have a great day !

Pierre_Admin

IQ Designer

I will describe my use-case.

I maintain a Diary of items in chronological order. This is where all my items initially go. I can then assign properties to each item, but this is a post-processing activity. I am used to seeing an outline view of all my items in chronological order. I also show (in columns) various key properties. If I create sub-items I expect to see them in the order created. If I then re-arrange the sub-items I expect the new order to persist.

If I export the items with sub-items and properties I expect the order of sub-items to be maintained. This usually means that the order of the sub-items is preserved by an entry in some field (e.g. by pointing to the itemID of the upper and lower sibling).

It is possible that InfoQube already has built-in support for the above and that I don't need to do anything special, and in that case I would still be very interested in seeing a concrete example of how I can assign a value to a property during item creation.

Vicente

The Journal grid does pretty much just that: show items based on a selected date (can be item created or last modified). You then use the Date filter to show specific day, week, month, etc

(see Journal Grid)

If no sort is applied, then items will be shown in chronological order of creation (increasing Item ID)

You can use auto-assign rules to assign values on item creation, In practice, you'd probably use the Item field, which is something most items have a value

A:[YourTextField]="some text all items have" | A:[YourYNField]=-1

I would not recommend adding auto-assign rules to the item field, but it is supported. In the medium term, I'd recommend examining the usage of doing so and what is really gained, and if another method would achieve the same thing.

See Field Management Dialog - Equations

Pierre_Admin

IQ Designer

I think I finally understand. I had apparently missed the fact that an auto-assign rule specifies the auto-assigned value for a different field when some event (creation, modification or deletion) occurs on the field field on which the auto-assign rule is entered.

I also found the Journal grid and will study it.

Thanks.

Vicente

I'll let Pierre handle the equation question, but to display the ItemCreated field as a column:

Method #1

Properties Pane>right-click on "Created">Show as a grid column

Method #2

Right-click any column header>Add Column>check "ItemCreated"

Method #3

Column Menu>Add Column>check "ItemCreated"

There are other nuances to this (eg making it part of a column set) but this should give you a basic start.

Wayne

thanks. I do know how to display the property as a column. What I don't know is how to assign the value of the property using an equation.

Vicente

Here is how I am trying to define an auto-assignment for a text field. I am just trying to assign some arbitrary text to the field upon creation of the item.

When I create a new item nothing shows up in this field.

I must be missing something very basic on how auto-assignments work.

Vicente

You said this: "Thanks, but I cannot show the existing "created" property as a column (or I don't know how) and therefore I cannot sort my top level items based on the value of this column."

When you say you don't know how to do something, chances are someone is going to put in the effort to show you how.

Wayne

Oops! I am sorry. You original post did explain how to show the built-in property "created" as a column. I don't know how I missed that.

Vicente

No problem. Thanks for checking back. I'm not an advanced user but if you an issue within my capabilities I'll try to help.

Wayne