Project Assignment & Global Selection Setting

🗂️ Project Assignment & Global Selection Setting
 

📘 Overview

In Ontraccr, equipment can be either:

• Assigned to specific projects, or
• Made globally selectable across all projects via a setting called Enable Global Selection.

Understanding how these two behaviors work is crucial for managing which equipment appears in forms and project workflows.

🔧 Assigning Equipment to Projects

When creating or editing an equipment profile, there is a field called “Projects”.

• This field allows you to assign the equipment to one or more specific projects.
• When assigned this way, the equipment is only available for use (e.g., in forms) on those specific projects.

When Is This Required?

Project assignment is mandatory if Enable Global Selection is disabled (the default behavior).

🌐 What Is “Enable Global Selection”?

Enable Global Selection is a setting that determines whether equipment should be filtered by project assignment in forms.

🔘 Behavior:

This setting is relevant in forms that include a field of type Choose One or More → Equipment.

🧭 How It Affects Forms

Imagine a form has two dropdown fields:

1. Project (Choose One)
2. Equipment (Choose One or More)

• If Enable Global Selection is OFF, the equipment dropdown only shows items tied to the selected project.
• If Enable Global Selection is ON, it shows all equipment, regardless of project.

🔍 Where to Enable This Setting

This setting is configured at the form level, not globally across the app.

To enable it:

1. Edit the form in question.
2. Locate the equipment dropdown field.
3. Enable the “Allow Global Selection” toggle.

⚠️ Important: If this is not enabled, the system enforces strict project-based filtering.

🧠 Use Case Example

Scenario: You have 50 pieces of equipment, but only 5 are assigned to a job site called "Cadence Project".

• If global selection is off, users filling out a form for "Cadence" will only see those 5.
• If global selection is on, they will see all 50.