Dictionary

The Dictionary section allows you to create and manage structured data lists that are used across tasks, vehicles, and drivers.

For example, dictionaries can store:

— task statuses

— cargo types

— drivers

Using dictionaries simplifies daily work: instead of entering the same data manually each time, you select values from predefined lists.

How to enable the Dictionary section

1. The Dictionary section is not always available in the PTM menu and is enabled on request. To activate it, please contact technical support

2. After activation, the section will be empty. The system does not include predefined dictionaries by default. You can create and configure dictionaries based on your business needs.

How to create a dictionary

1. Open the Dictionary section

2. In the Handbooks list panel, click Add

3. The Add new dictionary window will open

On the left, define general dictionary information:

Name — the display name of the dictionary (for example: Cargo type, Cancellation reasons)
Alias — the technical identifier of the dictionary
Primary key, Foreign key, Display key, Parent alias — these fields define the dictionary structure and relationships with other system tables

If you’re unsure how to configure these fields, we recommend contacting technical support.

On the right, define the dictionary row structure:

4. Click Add above the table on the right

5. Specify:

Column alias — internal field name
Type — select the data type

Optional settings:

Is null — allows the field to be left blank
Unique — ensures all values in the field are unique
Formula — the field value is calculated automatically

6. Repeat steps 4–5 for all fields required in the dictionary.

When finished:

7. Click Save

8. The new dictionary will appear in the list on the left

9. Select the dictionary from the Handbook list

On the right, the Handbook data table will open, where you can:

— add new entries

— edit existing records

— delete rows

If creating the dictionary structure is difficult, contact technical support. Once the structure is ready, you can manage the data independently.

Dictionary examples

The Dictionary section supports a wide range of data lists. Since the section starts empty, you fully control which dictionaries exist in your system.

Below are common examples.

Templates dictionary

The Templates dictionary stores all task and document templates.

Template defines:

— which fields appear in the task card

— which columns are shown in the task list

— which Driver reports can be generated for tasks

How to add a template:

1. Go to Dictionary → Templates

2. Click Add

Template window opens. Fill in:

1. A clear template name (for example, City Delivery, Service Visit)

2. A short description of the template’s purpose

3. Optional settings:

Default template — automatically selected when creating a new task
Send SMS to driver — sends an SMS when a task is created
Send SMS to initiator — sends an SMS to the task creator

4. Header template — technical configuration for table headers and Excel exports (contact support if you’re unsure)

5. Click Send. The template will appear in the list

After creating a template, configure its fields.

Click Parameters to define:

— which fields appear in the task card

— the order of fields

— which columns appear in the task list

— required and system fields

How to add a field to a template:

1. In Templates, select the required template

2. Click Parameters

3. Will open the field table

4. Click Add

4. Fill in:

Type — data type
Alias — internal field name
Name — field label in the interface
Group name
Default value
Weight — controls field order
Settings:

— Calculated by formula

— Field is allow blank

— Field is active

— Field can be deleted

— Visible only in edit mode

— Show warehouse name

— Show Ticket ID

— Is the index of the key to search
Permission templates — roles that can access the field
Read-only for selected roles

5. Click Save. The new field will be added to the template

How to create an act of accomplished works for a template:

1. Go to Dictionary → Templates

2. Select a template

3. Click Act of accomplished works

If the button is not visible, check permission templates or contact support.

4. The list of acts for the template opens

5. Click Add

6. Fill in:

Name — report name
Existing file — use an existing file template if needed
File — upload a custom template if required

7. Write the act text in the Editor tab

Auto-inserting task data:

On the right, in Parameters for act, select fields from:
Basic — task ID, dates, addresses, totals
Executor — data filled in by the driver in the mobile app (these fields must appear after the basic fields)
Template — fields specific to the selected template