Creating a Hierachy of Locations

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ColinLamb
Posts: 14
Joined: Tue Oct 23, 2012 4:30 pm

Creating a Hierachy of Locations

Postby ColinLamb » Sun Sep 29, 2013 1:07 pm

I haven't been able to find any help on this. An earlier version of the PDF file on "The Import Spreadsheet" covered it but the latest one doesn't. Can it be done without resorting to the spreadsheet?

paul
Posts: 193
Joined: Thu May 08, 2008 10:31 am
Location: Auckland

Re: Creating a Hierachy of Locations

Postby paul » Mon Sep 30, 2013 10:59 am

Hi Colin,
You can add the terms directly through the website. When editing an object record, click on the Term Pick List button beside the Location field.

From the pick list screen you can add any number of terms. These terms are available through the Location and Location History fields. Each pick list term is a simple text name, but you can format the text to indicate a hierarchy.

e.g.

Main Building, Room 7, Shelf 1
Main Building, Room 7, Shelf 2
Main Building, Room 7, Shelf 3

You can search for objects using any of the text in the term name.

e.g.
location:"Main Building"
would find all of the objects in the main buliding.

loc is a short alias for location.

e.g.
loc:"Main Building"
would find the same results.

Regards,
Paul

ColinLamb
Posts: 14
Joined: Tue Oct 23, 2012 4:30 pm

Re: Creating a Hierachy of Locations

Postby ColinLamb » Tue Oct 01, 2013 4:30 pm

Thanks Paul. It looks like a very long dropdown list if you have a lot of locations as we have. I was hoping for a system where each tier was represented by a separate dropdown list showing only those terms associated with the selected term in the parent list. Is this possible. Regards Colin Lamb

paul
Posts: 193
Joined: Thu May 08, 2008 10:31 am
Location: Auckland

Re: Creating a Hierachy of Locations

Postby paul » Wed Oct 16, 2013 8:37 am

No, this isn't possible. However, both the location fields on the create/edit screen and the term pick list screen will let you filter using a search. e.g. Type in the name of a location at the top or middle level and the system will return a list of terms that include this text.

Typing in a room name would give you a short list of just the locations within that room.

Thanks,
Paul


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