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Consolidation fields

Use consolidation fields to include properties for all distributed nodes

General

When you distribute measurements and activities in your organization, you often want certain properties to be the same at all levels. This is achieved with consolidation fields. Text nodes, which are visible rather than distributed, automatically have this property, except for the standard responsibility role.

Consolidation fields also prevent users from making changes at the wrong level by mistake.

The settings for Consolidation fields can be found under Settings in the administration. It is important to note that consolidation fields take effect for all consolidation chains in the entire database for the selected node type.

Example: If the setting 'Uploaded files' is activated as a consolidation field for 'Measurement', then all scorecard columns with the node type 'Measurement' will have 'Uploaded files' activated as a consolidation field

The effect of activating a consolidation field is that:

  • The property can only be changed at the top object in the chain.

  • All underlying objects will receive the same property as the top object.

If there are already differences between the top object and the underlying object for the consolidation field, the property at the top object will 'win'.

Example: If an activity is distributed down the organization, and it is centrally decided that the end date should be changed, then all distributed activities will receive the same updated end date if the 'Date' field is consolidated. If it is not, only the date at the top unit will be changed.

Existing information when activating consolidation fields

If the objects have different information before you activate the consolidation fields, that information is still saved in the background. No information is removed; it is just hidden due to the consolidation. If you later deactivate the consolidation field, this information will be displayed again. This also applies to documents

Symbol for consolidation

You can recognize a consolidation field by the icon displayed in the edit window next to the name of the components included. 

Object window: 

Classical change window: 

If you are not at the top level of the object and the field is grayed out. 

Note: Description fields can also display this symbol, but consolidation is managed in this case from the administration of the description fields.

Files as consolidation fields

If you set uploaded files as a consolidation field, files can only be uploaded at the top object. The documents can always be read/downloaded at all levels.

Exceptions: Reconciliation Dates

The reconciliation date for activities does not carry over when consolidating dates for activities. The consolidation applies only to start and end dates