Creating a Bucket in Ontraccr

🛠️ Creating a Bucket in Ontraccr
 

Buckets allow you to create custom databases linked to customers, projects, equipment, and even other buckets. This article walks you through the full setup process.

🔧 Where to Create Buckets

To begin:

1. Navigate to Settings → Customization → Buckets
2. Click the ➕ Add button to create a new bucket

🧱 Step 1: Name Your Bucket

• Name is the only required field
• Example: New Bucket, Highway Segment A, or Contract Group Alpha

🧭 Step 2: Define Upstream Relationships (Parent)

These are entities that can link to this bucket.

Options include:

• Single customer
• Multiple customers
• Any previously created buckets

✔ You can link to multiple parents — both customers and other buckets.

🔗 Step 3: Define Downstream Relationships (Children)

These are entities that this bucket will link to.

Options include:

• Single/multiple projects
• Single/multiple equipment
• Other buckets you've created

✔ You can mix and match child types as needed.

🖥️ Step 4: Enable “Show Page”

Enable this option to:

• Make your bucket appear in the left-hand menu
• Access and manage its items directly from the sidebar

🧩 Step 5: Add Sections & Custom Fields

Use this step to design the form that will appear when users add items to the bucket:

1. Click Add Section
2. Click Add Field to insert custom questions
   • Optional/mandatory
   • Attachments
   • Default Ontraccr form field types

📌 You're creating a form-like interface for structured data input.

🔄 Step 6: Choose Link Type for Upstream Entities

When linking to entities like multi-site inspections, choose whether each item:

• Links to a single bucket
• Links to many bucket instances

This setting governs the one-to-one or one-to-many nature of upstream connections.

✅ Final Step: Submit

Once you’ve configured everything:

• Hit Submit
• The new bucket becomes available in the sidebar (if Show Page is enabled)

🔒 Permissions Reminder

If you can’t see the Buckets option:

• Go to Roles & Permissions
• Scroll to the bottom under your Admin role
• Enable both:
  • ✅ View Buckets
  • ✅ Manage Buckets

🧾 Summary

• Buckets are created in Settings → Customization → Buckets
• You must define a name, upstream (parent), and downstream (child) entities
• Custom fields let you define the data collected for each item
• Enabling Show Page adds the bucket to the sidebar
• Permissions must be enabled to access and manage buckets

Buckets are the foundation for creating structured, nested data layers in Ontraccr.