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The term Pickers refers to a specific piece of functionality to field type in PCR-360. This is a custom-built form interface that is designed to make the selection of records in a table quick and easy to place that record into the populate a field on a form.

Data Selection

Pickers are designed to select specific records from a given table in PCR-360. They allow for any existing records to be quickly selected and associated with other records in the system. The data or table that a Picker will be able to access is defined in the label of the Picker. For example, the Equipment Catalog picker will select relevant records from the Equipment Catalog.

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Pickers filter data based on a number of different factors to allow for snappy response times. The first way is by the referenced record in the label. The second is if the records are set to Active or Inactive. The third way is the context of the Picker.

Referenced Record

enable improved performance.

  1. Referenced Record
  2. If the Record is Active or Inactive
  3. Picker Context

Referenced Record
Anchor
Reference
Reference

The label of the Picker will tell the User what data the Picker will select from. This is different than the Picker's context because the context of the Picker will be a more specific set of data based on the label.

Active vs Inactive records
Anchor
Activity
Activity

Setting a record to 'Inactive' will prevent any related Pickers from selecting that data. For example, if there was a Contact of "John Doe" in the Workers/Contacts grid that we did not want to show up as a select-able record in PCR-360 we could simply set that record to Inactive and any Contact pickers will automatically NOT display "John Doe" as a record that can be searched or found with a Picker. This is a great method for hiding old data that is grandfathered in but should be no longer used moving forward. An example of this would be an old Phone set type in the Equipment Catalog, that is still installed in the organization, but that should not be installed moving forward because of a business design decision to phase out its use.

Picker Context
Anchor
Context
Context

Example of a Picker field

Pickers also filter the data in their grid based on the association that is related to the Picker. For example, the 'Replaced Equipment' picker (which can appear on the Service Desk Equipment form) will only have the Equipment that is already associated with the given Service. There are numerous examples of Pickers filtering based on their context. However, the context is always related to the specifics of the Picker, based on its label.

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If there is more than one match for the data typed into the Picker, then the "Top Ten Results" will display in a scroll-able scrollable list of the ten options.

Top 10 Results of Search example

If the User wants to see all of the results beyond 10, then the User can click on the magnifying glass icon on the Picker. This will load the search that is entered by the User into the Picker, into the Search box of the Picker, which further reduces the results to that search. In this example, "phone" is entered into the picker. Once the User clicks the Picker's magnifying glass icon, the Picker opens with "phone" entered into the Search bar automatically. In this example, we can see that there are "15" records that match

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