Where is it?
Click on your name at the top right corner ➡️ Settings ➡️ Paperless
There are two basic "classes" of fields: Custom and Standard. Custom are, obviously, custom, an Standard are those fields that are available on all Tallysheets.
Standard Fields
The Standard Fields are Job, Operator, Part, Target Cycle Time.
- You may choose to have these fields required for each Tally Sheet or Hidden
Custom Fields
To create a custom field, first click “Add Field” at the top. A form will pop up to define the custom field.
- Name the field
- Select the field type
- Select if the field should be shown for certain machine groups or machines.
- Choose if the field is Required (It must be filled out on a Tally Sheet to be able to submit the sheet)
- Choose if the field is Hidden (It exists, but you can not see it on a Tally Sheet - Often used for ERP integrations)
- Provide Allowed Values if needed. When specified, the field turns in to a dropdown and users can only pick what’s been provided.
- Fields appear in the order they’re provided.
- You can paste a comma-delimited list in the text box to auto-fill the entries below if you’ve got a lot of options to include!
Rules of Custom Fields
It is important to ensure that each field has a unique name. The app has built-in safeguards that prevent the creation of two custom fields with the same name, as well as blocking the use of a Standard field name as a custom field name (e.g., "Part" cannot be used as a custom field name).
Deleting and recreating a field using the same name will not create a duplicate field, but will instead bring back the old field. This rule is in place to maintain the uniqueness of field names and to preserve historic data in case of accidental deletion.
Fortunately, you can easily change the name of a field without losing its historic data. For instance, renaming "Work Order ID" to "WID" will not affect any old work order IDs and they will still appear in the csv.
Fields appear in the order they’re provided. You can paste a comma-delimited list in the text box to auto-fill the entries below if you’ve got a lot of options to include! 🐇
Other Options
Hide Part Counts: In some applications you may not want your operators to enter part counts. You may choose to hide these options on the operator interface.
Target Cycle Time Measure Unit: The app default is seconds per piece, but some customers may want to use minutes or hours to determine cycle times.
Goals: there are a number of options for goals in the tally sheet settings as well.
