Maintain Actions

Tasting Notes Detail

Overview

• Actions are in the lower section of the Tasting Note view. They are located on the right-hand side of the table (to the right of EURs).

• There are several Actions available.

  • Ones with a calculation associated with it (e.g. DAP, Saignee, etc.).

  • Cap management ones that provide choices on the type of cap management process.

  • Actions that just provide an input box for loose text.

• We’ll go over an example of each kind.

Calculation-based

• New Action

  • We will use DAP as the example

  • Go to a tasting note detail page

  • Go to the bottom table and find “DAP”

    • If it isn’t there, edit your view and add DAP as an Action.

  • Click on the checkbox. A modal view will open up.

  • The top part of the modal view are inputs for you to enter in variables.

  • The bottom part, “Output” section, is where the results of the calculation are visible.

  • If you want to update an output value, click on the “lock” icon to unlock the output and type in the value you’d like to override the value with.

  • Click Done.

  • After the modal view goes away, the DAP action now has the value of the output.

• Edit Action

  • Click on the value in the tasting note table.

  • The modal view will appear

  • Make your adjustments

  • Click Done

• Delete Action

  • Uncheck the checkbox in the tasting note table.

Cap Management

• New Action

  • Go to a tasting note detail page

  • Go to the bottom table and find “Day PO”

    • If it isn’t there, edit your view and add Day PO as an Action.

  • Click on the checkbox. A modal view will open up.

  • There are several types of Cap Management options to choose from. Pick one. In some cases, depending on the option, you may be asked to fill in more data.

  • Click OK

• Edit Action

  • Click on the value in the tasting note table.

  • The modal view will appear

  • Make your adjustments

  • Click OK

• Delete Action

  • Uncheck the checkbox in the tasting note table.

Loose Text

• New Action

  • Go to a tasting note detail page

  • Go to the bottom table and find “Fining Agents”

    • If it isn’t there, edit your view and add Fining Agents as an Action.

  • Click on the checkbox.

  • An input box will appear to the right of the checkbox.

  • Type in your info in the input box.

  • Click anywhere outside of the input box to save.

• Edit Action

  • Click in the input box and modify the value.

  • Click anywhere outside of the input box to save.

• Delete Action

  • Uncheck the checkbox in the tasting note table.