Introduction to Smart Client

Smart Client

Open Smart Client and Sign In to the Project.

Navigating to tables

There are two different ways that you can navigate to tables:

  1. Click through the menus
    1. If you do not know a table name, clicking through the menus under “explorer” can help with familiarizing yourself with the tool. Click on the menus to navigate to different views.
  1. Open tables by name
    1. If you know what table you are looking for, you can click on the “Views” tab and scroll down to select it.
  1. You can also type in the box under the “Title” and “Name” and click the enter key to search for a specific view.

Important Tables

Title

Name

Employees

Em

Sites

Site

Buildings

Bl

Floors

Fl

Rooms

Rm

ARCHIBUS Security Users (User Records)

Afm_users

All Work Requests

Wrhwr

Divisions

Dv

Departments

Dp

Moves

Mo

Equipment

Eq

Equipment Standards

Eqstd

Viewing Fields and Restricting

When you open a view from the list of views, it will open and only show you the unique field of the table. You need to add fields and restrictions to see the data that you want.

Viewing Fields

In the top panel click the “Fields” button.

You will see a list of all fields in that table on the left, and all that are currently showing on the right. Double click on a field to move it from available to visible or back. You can also click “show all” or “hide all”. Drag the fields to reorder them in the visible fields list.

Adding Data Restrictions

In the top panel click the “Filter” button.

You will then see a tree of filters. Filters can be as simple or complex as you like. Click on each value to change it.

  1. Conjunction: You can also change your filter to say “OR” by clicking on “AND” and selecting “OR”.
  1. Field: Click on the text before “Equals” to select a field to filter on.
    1. Please Note: You will only be able to select fields that you have already made visible.
  1. Operator: Select an operator from the list.
  1. Values: Type the values that you wish to filter on.
  1. Adding More Restrictions: If you just wish to add several filters you can click the “+” button next to “And”

Or you can add a group so that if you wanted to have something be both A and B, or C.

Saving Favorite Views

Once you have created a useful view, you can save the view to your favorites by clicking the “Favorite” button and giving it a title and file name.
Please Note: the file name must always end in “.axvw” or you will not be able to open in again

If you are re-saving a view that you have already created and wish to save your changes, give it the same title and file name and check the box next to “overwrite original”.

You will be able to easily select these views in the “Favorites” tab.

Exporting Views

Click the “Export” button to export your current view.

Sorting Data

Click on the field header to sort the data by that field (either alphabetically or numerically based on the field type), and click again to sort the other way.

You can also click on the little filter button on the field header to filter to only a specific data value.

Updating Data

There is no way to undo the changes that you make, other than restore from the last export of the database, which could cause a loss of other people’s data so it is important to be very careful when updating data and take your time. If you are not sure about a field, please ask before making an update.

Updating Data in a Single Field

Click on the field to select it and start typing to enter the data. Click on another record to save the data changes.

Updating Data from a Dropdown

If you click on a data field and a little dropdown error appears, it means that the field looks at another table for its list of options (for example the employee standard field looks at the employee standard table). You can click on it to bring up a list of options.

Updating an entire column at once

If you would like to replace an entire column value for your current restriction, for example if you wanted all workstations on a specific building and floor have an employee capacity of 1, you can set your restriction and then update the entire column. Right mouse click on the column and click “Replace Column Value” then enter the value and click “OK”.

Caution: make sure that your restriction is current before using the replace column tool.

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