Viewing Forms (Records) in Tririga

The following article instructs personnel how to view and maneuver within forms in Tririga.

Article Sections

  1. Once logged into Tririga
  2. Features of the Tririga Form (record)

1. Once logged into Tririga.

Go to the Organizations or Locations sections, for example, and click on the Hierarchy links to view specific forms/records.

  1. Tririga Hierarchy Views: Displaying the hierarchical format for Space management locations.
  2. Drilldown Levels: Click the Plus button to expand levels underneath the record in the hierarchy.
  3. View Records: View the records for the level in the Records list on the right.
  4. Filter/Search Records: Use the search fields above the record to search for additional records.
  5. Open Records from Drilldown: For this example, open a specific record in the hierarchy by selecting the record in the Hierarchy and clicking Open.
  6. Create Records: Create a new record by selecting a specific record in the hierarchy list and clicking New (For example a Floor record under a Building record.
  7. Export List: A link that allows you to capture the records listed in the Records list and convert them to an CSV file.
  8. Open Records From List Link: You may also open a record directly from the List links to the right of the Hierarchy list.

2. Features of the Tririga Form (record)

Note the following features in the Tririga Form (record):

  1. Tabs: access the various tabs in the record on the Tab bar at the top of the form.
  2. Sections: All forms contain specific sections where necessary data will need to be entered.
  3. Fields: Where data will be entered.
  4. Select Field Values: A tool used to locate data from other records in Tririga. Additional information for this function -  Look Up Tool in Tririga (Magnifying Glass)
  5. Delete Field Values: Deletes existing data in a field.