Users can configure the categories of Constraints and Issues. Users can do this by creating a list of required categories and then select that as the list in the Constraint and Issues Settings.


Constraints & Issues Settings

Constraints & Issues Settings is used to configure a different set of categories for Issues and Constraints if the predefined ones are not matching the requirement of the user. Users can also configure rules for the various categories of issues and settings to create a new smart item or select an existing smart item and also has a choice to perform one of the two actions in real time, while creating a constraint or an issue.

Note: Whenever a project is created, lists with name 'Common Constraints' and 'Common Issues' will be available in 'List Manager' by default and these lists will be configured as default lists for Constraints and Issues categories respectively.

  1. To access the setting navigate to Planner Settings > 'Constraints & Issues Settings' link

  1. User is displayed a popup with two grids, One for the Constraints and one for the Issues with the following details:

  • Constraint List Picker: This field allows users to pick a list for Constraint Categories from List Manager. The values of the selected list will be shown as the categories drop down when a new constraint is being created.

  • Categories: The selected List values will be shown in the grid in the same order as set in the List.

  • Rules: This is a slider button to set rules for a particular category. It can be turned ON or OFF.

Note: If Rules is turned ON and an App is selected and an 'Allowable Action" is selected. On turning OFF the rules, the selected App and the allowable action will be reset.

  • Select App: Allows to select an App from the list of Apps available under the Project.

                            Note: This field is enabled ONLY when 'Rules' is turned ON. 

  • Select Template: Allows to select a template for the checklist app selected.

Note: The field is enabled ONLY If the selected App is of the type 'Checklist'. It remains disabled if the selected app is a Form App. 

  • 'Allowable Action': This field allows the user to pick an action for the App selected in the 'Select App' field. It has 3 options namely:

i.  Create New: Selecting this action will set the rule such that, when this category is picked when creating a new Constraint, User is presented with a new Item properties Page.

ii. Select Existing: Selecting this action will set the rule such that, when this category is picked when creating a new Constraint, User is presented with a list of existing Smart Items.

iii. Both: Selecting this action will set the rule such that, while adding a new constraint, when this category is picked, User is presented with a popup with 2 options 'Create New Item' , 'Select Existing Item'. User decides in real time what he wants to do and based on that the respective screen is displayed. A new item page or a page to select existing item respectively)

Note: This field is enabled ONLY when User selects an App in the 'Select App' field

  • Same grid description holds good for the 'Issues' grid on the right hand side of the popup.

Note: Any changes made on the popup is an auto save.


'Info' for Constraints: Change the Constraints Categories by selecting a different list from List Manager. Configure Rules by turning ON the Rules button.

'Info' for Issues: Change the Issue Categories by selecting a different list from List Manager. Configure Rules by turning ON the Rules button.

  1. User clicks on the List drop down, all the lists in the 'List Manager' are displayed.

  1. User picks a relevant list ('Common Constraints' in our example) which he would have created with relevant list values pertaining to the project. (Single select allowed).


  1. All the list values are loaded onto the grid under the 'Categories' column. User turns ON the rules for a category by sliding the slider to the ON position.

  1. User selects an App in the 'Select App' field. 

  1. Similarly, users can add Rules to multiple categories and can modify List and configure rules for Issues with the same steps above.

Example of a Checklist App being selected

When a checklist app is selected, the 'Select Template' option is enabled and the user has to select a template. Below are the mockups to depict the use case.

Rules Validation:

If User turns ON the rule and doesn't select an App or selects an App but doesn't select an 'Allowable Option' then on trying to close the popup validation done and a toast message is shown to the user and the window stays open. The user can close the popup either by configuring the rule(s) correctly or by setting that particular rule to OFF.

'Create New' Rule action Configured :

  1. User clicks on the 'Constraints / Issues' icon on a tag, then selects constraints and clicks on the 'Categories' menu. All the categories configured in the 'Constraints and Issues Settings' for Constraints are shown in the drop down.

Note: All the values from the list configured for Constraints are listed as categories.

  1. User picks a category and the item displays the 'New Item' Properties page of the Smart App that is configured for the category.

  2. User enters the relevant details and saves the smart item. The Item created is shown as an App icon in the top right hand corner of the Constraint/Issue popup.

  3. User can click on the icon to open the Item that he just created. It again opens the properties page. User closes it and submits the Constraint.

For Constraint Category  where 'Create New' option Configured:


On mouse Hover:

On click on the App icon:

'Select Existing' Rule action Configured

  1. User clicks on the 'Constraints / Issues' icon on a tag, then selects constraints and clicks on the 'Categories' menu.
  2. All the categories configured in the 'Constraints and Issues Settings' for Constraints are shown here.
  3. User picks a category. 
  4. User is immediately shown the 'Select Item' page with all the existing smart Items for the configured Smart App  (Equipment in this example)
  5. User selects a smart item and the popup closes and submits the Constraint.

For Constraint Category Equipment - 'Select Existing' option configured:


Note: Only one existing item is allowed to be selected. Once selected, The selected Item is shown as an icon on top right hand corner of the respective Constraint/Issue.


'Both' Rule action configured

  1. User clicks on the 'Constraints / Issues' icon on a tag, then selects constraints and clicks on the 'Categories' menu.
  2. All the categories configured in the 'Constraints and Issues Settings' for Constraints are shown here.
  3. User picks a category and the screen shows 'Select' Popup which has both the 'Create New' and 'Select Existing' options.
  4. User selects one of the options. Based on the option selected, the User is shown a 'New Item' Properties Page or 'Select Item' popup respectively. He takes action on the respective popup. Then submits the Constraint.

For Constraint Category  Safety -  'Both' option Configured:

Constraints / Issues when accessed from Tag Properties

The categories list displayed for both Constraints and Issues will be the ones configured in 'Constraints and Issues Settings' and the configured rules(If any) also apply here. 

Constraints / issues when accessed from Smart Item Properties

The categories list displayed for both Constraints and Issues will be the ones configured in 'Constraints and Issues Settings' and the configured rules(If any) also apply here. 


Constraints / Issues when accessed from Task Properties Page

The categories list displayed for both Constraints and Issues will be the ones configured in 'Constraints and Issues Settings' and the configured rules(If any) also apply here. 

Constraints / Issues when accessed from  Work Planner Task

The categories list displayed for both Constraints and Issues will be the ones configured in 'Constraints and Issues Settings' and the configured rules(If any) also apply here. 

Constraints / Issues when accessed from Devices:

The categories list displayed for both Constraints and Issues will be the ones configured in 'Constraints and Issues Settings' and the configured rules(If any) also apply here. 

Constraints / Issues when accessed from Devices when offline:

The categories list displayed for both Constraints and Issues will be the ones configured in 'Constraints and Issues Settings' and the configured rules(If any) also apply here. Devices to show the categories list when the device is offline.




Last Updated: Aug-16-22