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:
- Navigate to Settings → Customization → Buckets
- 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
, orContract 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:
- Click Add Section
- 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.