---
title: How To Questions | OFS Customer Portal
description: This category addresses many of our common 'how-to' questions within OFS Software
---

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1. [OFS Customer Portal](https://support.ofsystems.com/)
2. [How To Questions](https://support.ofsystems.com/how-to-questions)

# How To Questions

 This category addresses many of our common 'how-to' questions within OFS Software

## Administration

- [How to display OFS on a TV?](https://support.ofsystems.com/displaying-ofs-on-a-tv)
- [How to keep a dashboard screen logged into OFS](https://support.ofsystems.com/keep-a-dashboard-screen-logged-into-ofs)
- [How to manage saved links in the OFS menu page](https://support.ofsystems.com/saved-links-in-ofs)
- [How to fix OFS display issues on iPads running iOS 15+](https://support.ofsystems.com/accessing-ofs-on-ipads-using-ios-15)

## Operator Console

- [How to access the Console on a tablet or mobile phone?](https://support.ofsystems.com/how-to-access-the-console-on-a-tablet-or-mobile-phone)
- [How to log in and out of a shift on the Console?](https://support.ofsystems.com/how-to-log-in-and-out-of-a-shift-on-the-console)
- [How to change an operator name or crew that was logged incorrectly?](https://support.ofsystems.com/how-to-change-an-operator-name-or-crew-that-was-logged-incorrectly)
- [How to log a job and end a job in OFS?](https://support.ofsystems.com/how-to-log-a-job-and-end-a-job-in-ofs)
- [How to edit an incorrect job selected in the Console?](https://support.ofsystems.com/how-to-edit-an-incorrect-job-selected-in-the-console)
- [How to end shift and jobs on the Console if the buttons disappear?](https://support.ofsystems.com/how-to-end-shift-and-jobs-on-the-console-if-the-buttons-disappear)
- [How to allocate downtime in OFS?](https://support.ofsystems.com/how-to-allocate-downtime-in-ofs)
- [How to change an allocated reason in OFS?](https://support.ofsystems.com/how-to-change-an-allocated-reason-in-ofs)
- [How to allocate multiple reasons during a downtime?](https://support.ofsystems.com/how-to-allocate-2-different-reasons-during-a-downtime)
- [How to allocate downtime while in a Setup?](https://support.ofsystems.com/how-to-allocate-downtime-while-in-a-setup)
- [How to leave a comment or feedback on the Console](https://support.ofsystems.com/how-to-leave-a-comment-feedback-on-the-console)
- [How to log a downtime reason and comment against a monitor point?](https://support.ofsystems.com/logging-a-downtime-against-a-monitor-point)
- [How to filter downtime events on the Console?](https://support.ofsystems.com/how-to-filter-downtime-events-on-the-console)
- [How to update my OUT counts on the Console?](https://support.ofsystems.com/how-to-update-out-counts)
- [How to manually finalise counts on the Console](https://support.ofsystems.com/how-to-manually-finalise-counts-0)
- [How to manually finalise counts on the Packaging Dashboard?](https://support.ofsystems.com/how-to-manually-finalise-counts)
- [How to update the IN counts in OFS?](https://support.ofsystems.com/how-to-update-the-in-counts-in-ofs)
- [How to create Multiline tabs on the Console?](https://support.ofsystems.com/how-to-create-multiline-tabs-on-the-console)
- [How to change the language in the OFS Console?](https://support.ofsystems.com/how-to-change-the-language-in-the-ofs-console)

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## Analytics

- [How to see the live status of all my lines?](https://support.ofsystems.com/how-to-see-the-live-status)
- [How to look at different time periods in my report?](https://support.ofsystems.com/how-to-look-at-different-time-periods-in-my-report)
- [How to group a report based on product data?](https://support.ofsystems.com/how-to-group-a-report-based-on-product-data)
- [How to order data in ascending or descending order in Analytics](https://support.ofsystems.com/how-to-order-data-in-ascending-or-descending-order-in-analytics)
- [How to trend data in Analytics?](https://support.ofsystems.com/how-to-trend-data-in-analytics)
- [How to save reports in OFS Analytics?](https://support.ofsystems.com/how-to-save-reports-in-ofs-analytics)
- [How to save charts in Analytics as an image](https://support.ofsystems.com/how-to-save-charts-in-analytics-as-an-image)
- [How to add and customise reports on the Portal?](https://support.ofsystems.com/how-to-add-and-customize-reports-on-the-portal)
- [How to add custom URLs to the Analytics Carousel View](https://support.ofsystems.com/adding-custom-urls-to-the-analytics-carousel-view)
- [How to find a glossary for the metrics in Analytics?](https://support.ofsystems.com/where-do-i-find-a-glossary-for-the-metrics-in-analytics)
- [How to change the OEE Variant and reporting period on the Live Reports?](https://support.ofsystems.com/how-to-change-the-oee-variant-on-the-live-reports)
- [How to delete data in OFS?](https://support.ofsystems.com/how-to-delete-data-in-ofs)

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## Fusion Manager

- [How to create a new user in OFS?](https://support.ofsystems.com/how-do-i-create-a-new-user-in-ofs)
- [How to change a user's password in OFS](https://support.ofsystems.com/changing-passwords-in-ofs)
- [How to create new Display Groups in OFS](https://support.ofsystems.com/how-to-create-new-display-groups-in-ofs)
- [How to add or change Console operators?](https://support.ofsystems.com/how-do-i-add-or-change-console-operators)
- [How to add or change crews](https://support.ofsystems.com/how-to-add-or-change-crews)
- [How to create automatic shift schedules?](https://support.ofsystems.com/how-to-create-automatic-shift-starts)
- [How to configure Products in OFS?](https://support.ofsystems.com/how-to-configure-products-in-ofs)
- [How to change the Rated Speed default in the product list?](https://support.ofsystems.com/how-to-change-the-rated-speed-default-in-the-product-list)
- [How to change the Rated Speed for each product in OFS](https://support.ofsystems.com/how-to-change-the-rated-speed-for-each-product-in-ofs)
- [How to schedule jobs?](https://support.ofsystems.com/how-to-schedule-jobs)
- [How to create a new job data or editable field within the Console?](https://support.ofsystems.com/how-to-create-an-editable-field-in-ofs)
- [How to add an image to the Job screen in the OFS Console?](https://support.ofsystems.com/how-to-add-an-image-to-the-job-screen-in-the-ofs-console)
- [How to map a product list to my OFS Line?](https://support.ofsystems.com/how-can-i-map-a-product-list-to-my-ofs-line)
- [How to add Subcategories within a Reason list?](https://support.ofsystems.com/how-to-add-subcategories-within-a-reason-list)
- [How to configure downtime reasons for monitor points?](https://support.ofsystems.com/how-to-configure-downtime-reasons-for-monitor-points)
- [How to turn off Setup in OFS](https://support.ofsystems.com/how-to-turn-off-setup)

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## Fusion Manager - Alerts & Services

- [How to set up an alert for downtime?](https://support.ofsystems.com/how-to-set-up-an-alert-for-downtime)
- [How to format my Alert Message in Fusion Manager?](https://support.ofsystems.com/how-to-format-my-alert-message-in-fusion-manager)
- [How to set up SMS Services](https://support.ofsystems.com/how-to-set-up-sms-services)
- [How to set the hours a participant receives alerts](https://support.ofsystems.com/how-to-set-the-hours-a-participant-receives-alerts)
- [How to set a reminder to log a job when a shift is logged?](https://support.ofsystems.com/how-to-set-a-reminder-to-log-a-job-when-a-shift-is-logged)
- [How to track when a planned downtime runs over its target time](https://support.ofsystems.com/how-to-set-up-a-planned-activity-overtime)
- [How to track when a job setup runs over its target time](https://support.ofsystems.com/how-to-create-a-setup-expiry)
- [How to create a setup expiry (with variations)](https://support.ofsystems.com/how-to-create-a-setup-expiry-with-variations)
- [How to create an alert when the line is not in Run State 'X' duration after shift start](https://support.ofsystems.com/how-to-create-an-alert-when-the-line-is-not-in-run-state-x-duration-after-shift-start)
- [How to make a state transition to a downtime at a scheduled time?](https://support.ofsystems.com/how-to-make-a-machine-state-transition-to-a-downtime-at-a-specific-time)
- [How to send automatic reports to OFS users?](https://support.ofsystems.com/how-to-send-automatic-reports)

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## Flow

- [How to manually raise a form?](https://support.ofsystems.com/how-to-manually-raise-a-form)
- [How to create a save button on your flow form](https://support.ofsystems.com/how-to-save-your-progress-when-completing-a-form-on-the-console)
- [How to add pictures to my form?](https://support.ofsystems.com/how-to-add-pictures-to-my-form)
- [How to add an image link in a Flow form?](https://support.ofsystems.com/how-to-add-an-image-link-in-a-flow-form)
- [How to capture a form against a specific job using the Job Override field](https://support.ofsystems.com/how-to-capture-a-form-against-a-specific-job-using-the-job-override-field)
- [How to use job data in a calculation field within my Flow form?](https://support.ofsystems.com/how-to-use-job-data-in-a-calculation-field-within-my-flow-form)
- [How to calculate the range (max − min) across multiple fields in a form](https://support.ofsystems.com/how-to-calculate-the-range-max-min-across-multiple-fields-in-a-form)
- [How to use calculation roundings in OFS-Flow](https://support.ofsystems.com/how-to-use-calculation-roundings-in-ofs-flow)
- [How to round my calculation field to 2 decimal places?](https://support.ofsystems.com/how-to-round-my-calculation-field-to-2-decimal-places)
- [How to add a default alert variable to my Flow form?](https://support.ofsystems.com/how-to-add-alert-variable)
- [How to create a secondary alert in a form?](https://support.ofsystems.com/how-to-create-a-secondary-alert-in-a-form)
- [How to create run time alerts to celebrate team wins?](https://support.ofsystems.com/how-to-celebrate-production-wins)
- [How to use Form Filters to trace data](https://support.ofsystems.com/how-to-use-form-filters-to-trace-data)
- [How to create an Out of Spec Flow report?](https://support.ofsystems.com/how-to-create-an-out-of-spec-flow-report)
- [How to create a Flow Expert Gemini GEM](https://support.ofsystems.com/how-to-create-a-flow-expert-gemini-gem)

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## Flow - Validations

- [How to create pass/fail validation rules in your Flow form](https://support.ofsystems.com/how-to-create-pass/fail-validation-rules-in-your-flow-form)
- [How to make a field required/not required based on a 'Yes' or 'No' selection](https://support.ofsystems.com/how-to-make-a-field-required/not-required-based-on-a-yes-or-no-selection)
- [How to validate a range in my Flow form?](https://support.ofsystems.com/how-to-validate-a-range-in-my-flow-form)
- [How to validate a field against a dynamic range (product metadata)?](https://support.ofsystems.com/how-to-validate-a-range-using-product-metadata)
- [How to validate a form field to accept exactly 4 numbers](https://support.ofsystems.com/how-to-validate-a-form-field-to-accept-exactly-4-numbers)
- [How to validate a form field to 1 decimal place?](https://support.ofsystems.com/how-to-validate-a-form-field-to-1-decimal-place)
- [How to validate and differentiate between 0 and empty in Flow?](https://support.ofsystems.com/how-do-i-validate-and-differentiate-between-0-and-empty-in-flow)
- [How to make a corrective action field required based on another field's numerical range](https://support.ofsystems.com/how-to-make-a-corrective-action-field-required-based-on-another-fields-numerical-range)
- [How to create a validation for the Multi-Select field in forms?](https://support.ofsystems.com/how-do-we-create-multi-)
- [How to validate a best-before date?](https://support.ofsystems.com/how-to-validate-a-best-before-date)
- [How to validate a label barcode?](https://support.ofsystems.com/how-to-validate-a-label-barcode)
- [How to validate a form field for a barcode format like ABCD0312](https://support.ofsystems.com/how-to-validate-a-form-field-for-a-barcode-format-like-abcd0312)
- [How to create a case-insensitive barcode matching validation in my form?](https://support.ofsystems.com/how-to-create-a-case-insensitive-barcode-matching-validation-in-my-form)
- [How to validate a specific product metadata code within a barcode](https://support.ofsystems.com/how-to-valide-a-code-within-a-barcode)
- [How to validate a code from my product list in my Flow form?](https://support.ofsystems.com/how-to-validate-a-code-from-my-product-list)
- [How to validate an operator entry against a set format using regex](https://support.ofsystems.com/how-to-validate-an-operator-entry-against-a-set-format-using-regex)
- [How to reference a previous job in validation using the Job Context Selector](https://support.ofsystems.com/how-to-reference-a-previous-job-in-validation-using-the-job-context-selector)

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## Flow - Conditional Expression & Triggers

- [How to trigger an alert on a specific shift or crew?](https://support.ofsystems.com/how-to-trigger-an-alert-on-a-specific-shift-or-crew)
- [How to trigger an alert on a specific SKU or job description?](https://support.ofsystems.com/how-do-i-trigger-on-a-specific-sku)
- [How to fire a trigger only for certain products using a conditional expression](https://support.ofsystems.com/how-to-fire-a-trigger-only-for-certain-products-using-a-conditional-expression)
- [How to trigger an alert based on a downtime reason code](https://support.ofsystems.com/how-to-trigger-an-alert-based-on-a-downtime-reason-code)
- [How to create a conditional expression on PE%?](https://support.ofsystems.com/how-to-create-a-conditional-expression-on-pe)
- [How to create an alert when waste is greater than 5%?](https://support.ofsystems.com/how-to-create-an-alert-when-waste-is-greater-than-5)
- [How to create a count-based trigger using the conditional expression for the rated speed](https://support.ofsystems.com/how-to-create-a-count-based-trigger)
- [How to create a trigger outside of a Setup state?](https://support.ofsystems.com/how-to-create-a-trigger-outside-of-a-setup-state)
- [How to stop time-based alerts from triggering outside of shift hours?](https://support.ofsystems.com/how-to-stop-time-based-triggers-from-triggering-outside-of-shift-hours)

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## APIs

- [Exporting OFS-X data via APIs](https://support.ofsystems.com/exporting-ofs-x-data)
- [Exporting OFS-Flow data via APIs](https://support.ofsystems.com/exporting-ofs-flow-data-via-apis)
- [How to raise an OFS Flow form with pre-filled data](https://support.ofsystems.com/how-to-raise-an-ofs-flow-form-with-pre-filled-data)

- [Getting Started](https://support.ofsystems.com/getting-started#main-content)

    - [Console: The Basics](https://support.ofsystems.com/getting-started#console-the-basics)
    - [Analytics: The Basics](https://support.ofsystems.com/getting-started#analytics-the-basics)
    - [Fusion Manager: The Basics](https://support.ofsystems.com/getting-started#fusion-manager-the-basics)
    - [OFS-Flow Training : The Basics](https://support.ofsystems.com/getting-started#ofs-flow-training-the-basics)
    - [OFS-Go](https://support.ofsystems.com/getting-started#ofs-go)
    - [MayvnAI](https://support.ofsystems.com/getting-started#mayvnai)
- [Help & Support](https://support.ofsystems.com/help-support#main-content)

    - [Troubleshooting](https://support.ofsystems.com/help-support#troubleshooting)
    - [OFS in a Box](https://support.ofsystems.com/help-support#ofs-in-a-box)
    - [Routers](https://support.ofsystems.com/help-support#routers)
    - [PLCs](https://support.ofsystems.com/help-support#plcs)
- [Success with MayvnAI](https://support.ofsystems.com/success-with-mayvnai)
- [Training Videos](https://support.ofsystems.com/training-videos#main-content)

    - [Operator Console](https://support.ofsystems.com/training-videos#operator-console)
    - [OFS Analytics](https://support.ofsystems.com/training-videos#ofs-analytics)
    - [Fusion-Manager](https://support.ofsystems.com/training-videos#fusion-manager)
    - [OFS-Flow](https://support.ofsystems.com/training-videos#ofs-flow)
    - [OFS-Go](https://support.ofsystems.com/training-videos#ofs-go)
- [How To Questions](https://support.ofsystems.com/how-to-questions#main-content)

    - [Administration](https://support.ofsystems.com/how-to-questions#administration)
    - [Operator Console](https://support.ofsystems.com/how-to-questions#operator-console)
    - [Analytics](https://support.ofsystems.com/how-to-questions#analytics)
    - [Fusion Manager](https://support.ofsystems.com/how-to-questions#fusion-manager)
    - [Fusion Manager - Alerts & Services](https://support.ofsystems.com/how-to-questions#fusion-manager-alerts-services)
    - [Flow](https://support.ofsystems.com/how-to-questions#flow)
    - [Flow - Validations](https://support.ofsystems.com/how-to-questions#flow-validations)
    - [Flow - Conditional Expression & Triggers](https://support.ofsystems.com/how-to-questions#flow-conditional-expression-triggers)
    - [APIs](https://support.ofsystems.com/how-to-questions#apis)
- [FAQs](https://support.ofsystems.com/faqs#main-content)

    - [Operator Console](https://support.ofsystems.com/faqs#operator-console)
    - [Fusion Manager](https://support.ofsystems.com/faqs#fusion-manager)
    - [Analytics](https://support.ofsystems.com/faqs#analytics)
    - [OFS-Flow](https://support.ofsystems.com/faqs#ofs-flow)
- [Case Studies](https://support.ofsystems.com/case-studies#main-content)

    - [Mavyn AI](https://support.ofsystems.com/case-studies#mavyn-ai)
- [OFS Guides](https://support.ofsystems.com/ofs-guides)
- [Webinars](https://support.ofsystems.com/webinars)

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