Tag Archives: x-infocus Technical “how to’s”

Handy Tips n Tricks

Q: What can I do with a Search Activity?

A: The Search Activity enables a user to quickly search data through a customisable interface. A Search Activity can be constructed with parameters pre-determined and filters already set, allowing for quicker searching without having to make manual adjustments, eg. quickly finding a client’s company trading name.

Typically a user would have to search by using a pre-configured Quickfind or manually tailor the Find options to narrow down the search:

With Search Activities, we can take a quick find and make that into a hotlink with all the filtering applied and easy to access:

Both methods will produce the same results, but the Search Activity is one click!

If you would like further information or assistance on the Search Activity please contact the Mipela Support Team at support@mipela.com.au.

Handy Hints and Tips

Q1: How do I make a new activity?
A1: Make sure the activities panel is viewable by selecting the View button from the toolbar on the top of the X-Info Connect window. Selecting the Activities option will show the appropriate window. Right-click the Connection, highlight Add and select from the options available.

Q2: What are the options I can create for Activities?
A2: There are five options for Activities:

1. Folder will create a folder to store any Activities.

2. Open will perform a search on specified user input and display search results. User input, results filtering can be defined in the Open activity settings.

3. Search will perform a similar function to Open, but has the capability to show multiple results using multiple input options.

4. Capture can be used to create new objects (as a global activity) or update data for an object (as a contextual activity).

5. Overview allow a range of data display options, from tables and group boxes to charts and graphs and they can be defined for particular Users and User Groups.

If you would like further information or assistance on XIC version 5.0 please contact the MG Support Team at support@mipela.com.au.

Handy Tips and Tricks for X-Info Connect 5.0

Q1: What are some of the new features available in XIC v5.0?
A1: XIC version 5.0 introduces an additional customisable module which includes Activities; global or contextual, as well as some more additional features and a new look with updated icons.

Q2: What are Activities?
A2: Activities are common things a user might do in Connect. These could include; finding a land parcel, adding a communication, completing assigned tasks or updating contact information. They can be customised for specific Users and Groups, so only the relevant information is seen. Activities give users an easy way to complete the tasks/common processes in Connect without having to navigate through the customary Connect Explorer.

Q3: What are the differences between Global and Contextual Activities?
A3: Global Activities are things that can be done for the whole connection, including searching for contacts or communications, or adding a land parcel. Contextual Activities are things that can be done for specific objects (projects, linked entities, communications, contacts etc.), including completing an assigned task or updating contact information.


If you would like further information or assistance on X-Info Connect version 5.0 please contact the Mipela Support Team at support@mipela.com.au.

X-Info Aware location tab

The Location tab will display any objects (properties, facilities, pipelines, etc.) with defined location layers and tasks that have location information. When an object is selected from the location tab, associated available tasks will be displayed and can be selected for the object.

Q1: Can I see Assigned Tasks near my current location?
A1: To see Assigned Tasks near your current location, ensure layers are turned on in the Location Tab. Zoom and pan to your current location, any assigned tasks near your location will display as a marker pin. Clicking on the marker pin will display the assigned task that is available. Clicking on the Assigned Task will take you to the task to complete.

Q2: Can I populate available forms for properties near my current location?
A2: Yes, to show available forms for properties around you, turn on the available layers function. The properties will then be defined with a marker pin. When more than one property is close, the marker will display a clustered marker with a counter.

Q3: Can I see available information for a property?
A3: To view available information click on the marker pin showing for the property. Select the property from the available list and available information for the selected property will display as information only.

Handy tips and hints for X-Info Maps

Q1: I want to add data to my X-Info Maps project, what data types can I import?
A1: X-Info Maps will support the following GIS data formats.

Vector:
ESRI Personal GeoDatabases, File Geodatabases,
ArcSDE and shp files, Pitney Bowes MapInfo tab,Oracle and Oracle Spatial, SQL Server and SQL Server Spatial, KMLs and GMLs, MS Access .mdb, WFS, X-Info Maps, Other
formats using Safe Softwares FME (eg. Smallworld)
Raster:
GeoTiff (TIFF), TIFF (with world file – tfw or MapInfo Tab header file), ERmapper Compressed Wavelet – ECW, JPEG – JPG (with world file – jgw), JPEG2000 – jp2, WMS

Document type data formats include Word, Excel and PDF.

Q2: I don’t have any background layers, is there a free option to make my project look more pleasing to the eye?
A2: Yes, as a default in X-Info Maps, you have the option to add Open Street Maps (OSM) at no cost to you.

Q3: How do I add the OSM layer?
A3: Follow these steps:

  • Select your project from the project list and select the Project Settings tool
  • Select the Import Data Layers tool and for the ‘Dataset Type’ select ‘Default Background Layers’
  • Click ‘Next’
  • Select the ‘Open Street Maps’ tickbox and click ‘Finish’
  • Close the project. Make sure you select OK when asked if you want to save the changes.

Q4: Can I zoom to a known street address in Maps?
A4: Yes (refer image).

  1. When in the Maps interface, select the Find Address tool
  2. Type in the known address
  3. Select the ‘Search’ button
  4. Select the address from the list. The Maps window will zoom.

If you would like further information or assistance on the tips and hints above, please contact the MG Support Team at support@mipela.com.au.

Handy Tips & Tricks for X-Info Aware

Q1: Can I view my capture forms after they’ve been submitted?

A1: Yes. All capture forms that have been submitted can be found under the History tab within X-Info Aware. In the latest version of X-Info Aware for IOS (v2.3.0261), users can select a submitted form from the History tab to review the data that has been captured and submitted to X-Info Connect.

If new data is to be captured, a new capture form will need to be submitted by selecting the tick in the top right corner.

Handy tips for X-Info Connect

Q1: My Connection Explorer Window has disappeared; is there a way to restore it?

A1: The default layout can be reset if required under the View Menu. This will restore any windows that have been closed. To do this select View > Reset Panel Layout.

Q2: Is communication filtering possible while on the Communication Tab?

A2: Yes. To allow communication filtering select User Preferences > Lists and then tick the checkbox on for “Allow communication filtering”. This will allow you to apply various filters to the Communication Tab.

Q3: There is an Entity that is linked to multiple Projects Groups in the Connection. Is it possible to view all Communications for that Entity without clicking wherever the Entity is linked in the Connection?

A3: Yes, it is possible to view all communications related to an Entity. To do this, click on the Entity and navigate to the Communications Tab. Then select the “Show all communications for this entity” button from the toolbar. All communications will now display in the Communication Summary field, the communications in blue are those that have been entered at a different area in the Connection.

Tips and Tricks: Communications Tab in X-Info Connect

Q1: Can I filter the records shown in the Communications tab?

A1: A filter bar can be displayed for the Communications tab to filter the lists of records shown. The filter bar will be displayed above the list window and allows users to build a filter expression
to display only records matching the criteria.

To allow communication filtering, open the User Preferences and go to the Lists Tab. Tick the ‘Allow communication filtering’ checkbox and OK to apply the changes.

Q2: When filtering, how can multiple values be easily selected?

A2: When a field is first added to a filter it will show a drop down list of the available, unique values. As a filter value is selected the drop down list will disappear. If you would like to build a filter that uses multiple values click and hold the “Ctrl” button. The “Ctrl” button will allow you to easily select multiple values from the picklist.

Q3: The headings aren’t displaying the information I need. Can I customise my view?

A3: The configuration of any data displayed in tabular format can be changed by re-ordering or adding and removing columns.

To configure, right click in the tabular display and select Configure and then select Tabular Settings. The settings displayed include grouping and sorting fi elds, and the column settings. In the
columns settings the columns displayed can be configured by selecting or removing them from the display and reordering them.

To select the heading columns to be displayed, select the checkbox next to the column name. To change the order, select the column and click on the Move buttons at the top of the list.

If you would like further information on the Communications Tab, please contact the Mipela Support Team at support@mipela.com.au.

comms

Filtering X-Info Connect

The filter function enables users to find, view and report on data within a connection by defining specific criteria.

The filter criteria can be typed in or easily built from a list of available filter fields. The filter expression builder assists the user to construct the filter criteria using ‘format hinting’ which prompts them with filter options that are valid at that point in the filter specification.

Filtering is available wherever the Build Expression button is displayed within the connection. The fields that can be filtered will depend on the fields that have been added to the connection and will vary.

Filter Criteria

The filter criteria are entered as a text string. Data within the connection matching the criteria will be displayed either within the selected report or in the find results window. Criteria are specified in the format ‘field:property’, and any number of criteria in this format can be included in the filter string. When the filter field is entered (or selected), any matching properties for that field are shown and can be selected into the criteria.

An example would be: I want to find all of the Registered Owners in Postcode 4001. The filter for this would be – contact.
postcode:”4001” contact.type: “Registered Owner”.

Anything displayed in the field that is enclosed in “inverted commas” will search for an exact match. Anything not enclosed will search for any of the data.

If you would like further information on the Find function please contact the Mipela Support Team at support@mipela.com.au.

Mandatory fields: Controlling Data Entry

Q1: What are mandatory fields?

A1: The mandatory setting can be applied to any new or existing field in X-Info Connect. End users cannot submit a record unless these fields are populated.

Q2: What field types can be made mandatory?

A2: The mandatory setting can be applied to any object and any field in X-Info Connect. This includes entity, contact or communication objects as well as text, checkbox, picklist list, object lists and more.

Q3: How do I apply a mandatory field?

A3: A system administrator can access the connection settings, select the relevant field and update the “Accessibility” from the default editable value to mandatory. Yes, it’s that simple.

Q4: What do my end users see when a field is mandatory?

A4: When a user creates a new record (eg. communication) the mandatory fields will display in red text. If the user tries to submit or select off the record without populating these fields a dialog box pops up advising which data needs to be entered. If users select “Yes” they navigate back to the record to complete the data entry. If users select “No” the record is removed.

If you would like further information or assistance, please contact the MG Support Team at support@mipela.com.au or phone 1300 857 870.