Difference between revisions of "Custom Field Type: Select Many – Check Boxes"

Revision as of 12:48, 10 April 2013

Field Display

Edit Mode

View Mode

General Description

Displays as a set of check boxes in Edit mode. The user can select multiple values. In View mode the values are displayed as text, semi-colon delimited. The # of columns option is used to define the number of columns required for display.

Field Options

• Mandatory: Selecting this option means that this field is required and must be completed.
• Appear Mandatory: Makes the field appear as though it is a required field. Typically used in conjunction with browser scripts, JavaScript Validation or Submit Logic that perform validation.
• Label Display: Determines the location of the field caption. Options include: Left of Field, Above Field, No Caption, Hide Caption. Note: this option was previously called Label Display. (See examples here.)
• Searchable: This field can be searched within the tracking application.
• Track Changes: Keeps track of changes made to this field.
• Show Display Value in List Views: By default, the stored value is shown when fields are referenced in List Views. Selecting this option will display the display value.
• On New Record: Controls how the field should be displayed until record has been saved once.
  • Always Display: Field will be exposed both before and after the record is saved.
  • Hide on New Record: Field will be hidden until record is saved.
  • Only Show on New Record: Field will be exposed until record is saved, and then it will be hidden. This option is useful for fields that provide instructions for filling out forms before saving.
• Sort Options To Display Vertically: allows the user to display values of a checkbox field with multiple columns of values in columns.
  The example below illustrates how values (designated "A" through "F") would be displayed if a checkbox field were to be configured with two columns:

Special Options for Field

• Values: The values to be used for each check box delimited by a semi-colon with no spaces

Note: If you want the value(s) stored in the field to be different from what is displayed beside the check boxes you can use the following syntax in the Values section:

StoreValue1=DisplayValue1;StoreValue2=DisplayValue2;StoreValue3=DisplayValue3;

The value before the equal sign will be stored. The value after the equal sign is what will be displayed by each check box, but does not get saved.

• This technique is important when translating to other languages. The StoreValue must be the same in all languages. See here for further information.

Services

• Enable Map Service: displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field
• Enable People Search Service: displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services
• Enable Organization Search Service: displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services

Field Validation

• Type: Select Date, Numeric, or Alphabetic validation
• JavaScript Validation: Custom JavaScript validation formulas can be entered in this field
• Message: The message that the user will see if the data in the field fails a validation check

Value Stores To

• Custom Field: Enables linking two different custom fields to the same user data

Field Formatting Options

• # of Columns: Determines the number of columns to be used for display purposes
• Number Format: Allows you to define how numbers in this field will be displayed. See here for details.
• Style: Bold, Underline, Italic, Highlight
• Tool Tip: Enter help text to be shown on mouse-over
• Read Only: Checkbox
• HTML Tag: Additional attributes to the field HTML tag
• Visibility Condition: Conditions upon which the field is visible

Role - Field Permissions

These fields allow you to control by Role who is allowed to view and/or modify the field.

Status - Field Permissions

• Only present within the Universal Tracking Application

These fields allow you to control by the Status of the record whether or not the field can be viewed and/or modified.

Notes

Referencing the Value

When trying to reference the values of this custom field type, you must use @fieldname.value@ when the values in the combo box are 1=Yes;2=No;3=Maybe.

Using @fieldname.value@ will return the 1, 2, or 3.

See Also

• Select Check Boxes by Default
• Allowing Only One Check Box to be Selected
• Custom Field Language Settings