Data Inheritance Through Setup Wizards

In the following scenarios, Lucernex will copy the values of fields that have the same script name from one entity to another if those fields are included in the appropriate Setup Wizard:

Creating a Facility from an Opening Project
Creating a Capital Project from a Facility
Creating a Facility or Parcel from a Location

For example, ProjectEntity.RegionID will copy from the Facility to the Opening Project if this the Region ID field is included in the Setup Wizard.

You can configure certain fields to be excluded from these inheritance rules, or you can use these inheritance rules using custom fields.

Exclude Fields from Inheritance Rules

To exclude fields whose values are automatically inherited in the Setup Wizard:

Click Admin in the toolbar in the upper-right corner of the window.

The System Administrator Dashboard page opens.
Click Manage Page Layouts link in the Company Administration column.

The Manage Page Layouts page opens.
Select the Manage Sub-pages tab.

The Manage Sub-pages page opens.
Do one of the following:
- If you are using the default setup wizard:
  - Follow the Replace Wizard Steps procedures, and select the appropriate wizard layout from the Initialize layout from existing layout field.
- If you are using a custom setup wizard:
  - Skip to step 5.
Click Build Layout link for the layout.
Click in the cell of the field you want to exclude.

The Edit Field window opens.
Scroll to the bottom of the window.
Select the Don't copy [Entity Type] value to newly created [Entity Type] check box.
Click Set Options.

The window closes.
Click Save Layout.

The window closes. Your changes are saved.

Use Inheritance Rules with Custom Fields

Review all three of the expanding sections below—they are all necessary if you want to use the inheritance rules with custom fields.

Data Inheritance Through Setup Wizards

Exclude Fields from Inheritance Rules

Use Inheritance Rules with Custom Fields

Create Custom Fields

Add Custom Fields to Page Layouts

Add Custom Fields to Setup Wizards

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