8.1 Creating, Editing, Copying And Deleting A Context Type

In the Context Type editor available from the Contexts menu option in the Dashboard, users with the roles of Admins and Task Admins can design templates for the server. This editor is quite similar to the Task Template editor.

Creating a new context type from scratch

1. To start the editor, select Contexts on the Dashboard menu and press [+ New context type].
   The Context Type editor will then open:

2. Enter a name for the new context type, in singular and plural.
   Context types describe the top level structure you wish to sort task under: Work orders, Sales orders, Countries, Vessels, Construction projects, Customers.
3. Check if you want to use this context as a Primary context. If not checked, this context will be used as a subcontext, to be used under one or more primary contexts. You may for instance use Vessels as a primary context and then have subcontexts Decks and Cabins under this.
4. If you have chosen Primary context, you must check if you want this context to be shown as an option in the menus in the Zegeba app or the Dashboard.

There are seven tabs in this editor and you can browse through them by clicking on them or pressing [Next >>] and [<< Previous] in the lower right corner. They are described in the following pages of this chapter.

The orange asterisks (*) by the tab names show where you have to fill in information in order to be able to save the template.

Creating a new context type by copying an existing one

You can also copy an existing context type, change some of the content and save it as a new context type. This may save a lot of time when you need a new context type quite similar to an old one.

1. Select the Dashboard’s menu option Contexts to get the list of context types.
2. Press the 3-striped “hamburger menu” of the context type in question and select Copy Context Type.

Go through the tabs in the Context Type editor as described on the following pages and make the desired changes.

3. Press [Save] to save the context type.

Editing a context type

There is often a need to edit a context type before or after it has been used for issuing contexts.

1. Select the Dashboard’s menu option Contexts to get the list of context types.
2. Press the 3-striped “hamburger” menu of the template in question and select Edit Context Type.
3. Go through the tabs in the Context Type editor and make the desired changes.
4. Press [Save] to save the context type.

The changes made to the context type will be reflected in all new contexts of this type created as well as in any existing contexts of this context types residing in the users’ apps – when they next sync with the server.

Copying a context type

1. Select Context Types on the Dashboard menu.
2. Click on the desired context type’s hamburger menu, pictured above, and select Copy Context Type.
3. The Context Type Editor will then open up at the tab Name where you can give the new context type a name.
4. Go through the other tabs and make the modifications you want to the original settings before saving the new context type.

Deleting a context type

1. Select Context Types on the Dashboard menu.
2. Click on the desired context type’s hamburger menu, pictured above, and select Delete Context Type.
3. Confirm that you wish to dele this context type.