We would like access to the metadata/field used in the collector filter to filter by "Work Specification" to be available in forms, either as report metadata or otherwise.
This should be referenced/associated with a report when
creating a report,
on the report info page, and
is accessible via the collector filter (screenshots attached).
When a structure has multiple current (based on date open/closed) Work Specs assigned to it, the Work Spec Metadata "Work Spec Name" does not pick a work spec; we'd like to add clarification to identify the work spec when multiple exist.Name" does
The system already supports what I believe you are looking for, though there is fixed logic to determine which Project or Work Spec provides the data, as I'll outline below:
Normal forms and templates (and their report section counterparts) support selecting an alternate source for the data for that field, as shown:
Default - Use the value directly from whatever object you're viewing (asset / report)
Asset - Always display the value from this field in Asset Values
This will always be read-only.
Project - When a report is linked to a Work Spec, this will display data from this field on the WS's parent Project
This will always be read-only
This will only display data when viewed inside of a report, and only if that report is linked to a WS
This will always be blank on an Asset because there is no 1:1 WS mapping
Work Spec. - When a report is linked to a Work Spec, this will display data from this field on the WS
This will always be read-only
This will only display data when viewed inside of a report, and only if that report is linked to a WS
This will always be blank on an Asset because there is no 1:1 WS mapping
This would be useful if you have added Report Fields to the Project or Work Spec templates and collected values on the Projects/WSs directly (such as contract numbers, budget, etc.) and wanted to include any of that data on an inspection report.
For metadata of these related items, use the separate "Metadata Controls", as shown:
Use the Field selector (even though it's not technically a field) to choose which metadata from the Project or Work Spec should be shown in that textbox (name, status, etc.)
The logic for which Project / Work Spec is referenced on the metadata controls is the same as for the data source selector shown above (e.g. they will only display data on reports where a Work Spec has been selected).