Difference between revisions of "Custom Field Type: Layout - Tabbed Section"
Line 1: | Line 1: | ||
− | + | {{FieldPermissionMatrix}} | |
==General Description== | ==General Description== | ||
Line 8: | Line 8: | ||
{{FieldOptions}} | {{FieldOptions}} | ||
− | + | '''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. | * '''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. | ||
Line 19: | Line 17: | ||
* '''Failed Validation Message''': Message displayed if validation fails. | * '''Failed Validation Message''': Message displayed if validation fails. | ||
− | Feature Options | + | |
+ | |||
+ | |||
+ | Feature Options | ||
+ | |||
+ | |||
+ | |||
+ | * | ||
+ | |||
+ | '''Track Changes''' | ||
+ | |||
+ | |||
+ | : | ||
+ | |||
+ | {{FieldPermissions}} | ||
+ | |||
+ | |||
+ | Value Storage | ||
+ | |||
+ | |||
+ | |||
+ | * | ||
+ | |||
+ | '''From Custom Field(s)''' | ||
+ | |||
+ | |||
+ | : | ||
+ | |||
+ | |||
+ | |||
+ | |||
* '''To Custom Field''': | * '''To Custom Field''': | ||
− | ==Permissions & Availability Tab== | + | |
− | <!--[[Image:PrecisionSetting.png|link=]]<br />[[Image:NewNumberFormatting.png|link=]]--> | + | |
+ | |||
+ | ==Permissions & Availability Tab== | ||
+ | |||
+ | |||
+ | |||
+ | {{FieldPermissionMatrix}} | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | {{FieldPermissions}} | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | {{VisibilityCondition}} | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | {{On New Record}} | ||
+ | |||
+ | |||
+ | {{ClassicOptions}} | ||
+ | |||
+ | |||
+ | [[Category:Custom Fields]] | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | [[Category:Custom Field Types]] | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | <!--[[Image:PrecisionSetting.png|link=]]<br />[[Image:NewNumberFormatting.png|link=]]--> | ||
+ | |||
+ | |||
+ | ===Notes=== | ||
+ | |||
+ | |||
+ | |||
+ | * The | ||
+ | |||
+ | '''Number Format''' | ||
+ | |||
+ | |||
+ | setting applies in | ||
+ | |||
+ | [[view mode]] | ||
+ | |||
+ | |||
+ | , or when the values are displayed in a | ||
+ | |||
+ | [[Web Page View]] | ||
+ | |||
+ | |||
+ | , | ||
+ | |||
+ | [[Report]] | ||
+ | |||
+ | |||
+ | , | ||
+ | |||
+ | [[MS Word Merge]] | ||
+ | |||
+ | |||
+ | , | ||
+ | |||
+ | [[List View]] | ||
+ | |||
+ | |||
+ | , etc. | ||
+ | |||
+ | |||
+ | |||
+ | * Currency formatting will be applied when the record is in | ||
+ | |||
+ | [[edit mode]] | ||
+ | |||
+ | |||
+ | only if the setting "Show Currency Format in Edit Mode" is selected in the custom field settings. | ||
+ | |||
+ | |||
+ | |||
+ | * Any currency defined by | ||
+ | |||
+ | [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] | ||
+ | |||
+ | |||
+ | can be shown by using the appropriate three-letter currency code. For example, if | ||
+ | |||
+ | ''Currency-JPY'' | ||
+ | |||
+ | |||
+ | (for Japanese Yen) is entered into the Number Format setting, the entered value of | ||
+ | |||
+ | '''12''' | ||
+ | |||
+ | |||
+ | will be displayed as | ||
+ | |||
+ | '''¥12''' | ||
+ | |||
+ | |||
+ | . | ||
+ | |||
+ | '''Important''' | ||
+ | |||
+ | |||
+ | : in | ||
+ | |||
+ | [[edit mode]] | ||
+ | |||
+ | |||
+ | you must use a period (.) as the decimal, even if the currency defined uses a comma (,).==See Also== | ||
+ | |||
+ | |||
+ | |||
+ | * | ||
+ | |||
+ | [[Field Formatting Options]] | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | * | ||
+ | |||
+ | [[Displaying a Number Value as Currency]] | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | * | ||
+ | |||
+ | [[The Musings of Chin - Best Practice: Correct Data Formats]] | ||
+ | |||
+ | |||
+ | |-here to learn why this feature is a benefit to your organization.>} ¶ Category:Custom FieldsCategory:CurrencyCategory:How> |
Revision as of 09:07, 28 August 2018
- Field Permission Matrix: See the Field Permission Matrix Wiki page.
Contents
General Description
The Number Format setting on Custom Fields allows you to define how numbers in the field will be displayed.
==Field Illustrated==
File:Placeholder.png
Text Box - Number, in Edit Mode (above)
Field Options
Option | Description | Format |
---|---|---|
Custom Field ID | The unique ID number associated with the custom field. | Not Applicable |
Field Type | The list of available Field Types. | @fieldtype@ |
Field Name | The name of the field, used internally to reference the user's input; | @fieldname@ |
Caption | The leading question or prologue before the field. | @caption@ |
Display Order | The order (relative to other fields) in which this field is displayed. | @displayorder@ |
Description | Definition and general description of the custom field. Will not be displayed. | @description@ |
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.
- Custom Validation:
- Failed Validation Message: Message displayed if validation fails.
Feature Options
Track Changes
- Role - Field Permissions: These settings allow you to control by Role who is allowed to view and/or modify the field.
- Status - Field Permissions: These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
- Type - Field Permissions: These settings allow you to control by the template of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
Value Storage
From Custom Field(s)
- To Custom Field:
Permissions & Availability Tab
- Field Permission Matrix: See the Field Permission Matrix Wiki page.
- Role - Field Permissions: These settings allow you to control by Role who is allowed to view and/or modify the field.
- Status - Field Permissions: These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
- Type - Field Permissions: These settings allow you to control by the template of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
- Visibility Condition: See the Visibility Condition Wiki page.
- On New Record: Used to control when the field should be displayed.
Classic Options
- Tab Name: Creates and displays a specific tab for the field (field will not exist on main page of UTA record anymore).
- Custom HTML Tag: For additional attributes to the field HTML tag.
- Searchable: Enable to make field to be searchable.
- Read Only: Enable to make field read only.
- Disable Quick Edit: Enable to disable quick edit.
- Disable Field from Global Search: Enable to disable field from global search.
Notes
- The
Number Format
setting applies in
, or when the values are displayed in a
,
,
,
, etc.
- Currency formatting will be applied when the record is in
only if the setting "Show Currency Format in Edit Mode" is selected in the custom field settings.
- Any currency defined by
can be shown by using the appropriate three-letter currency code. For example, if
Currency-JPY
(for Japanese Yen) is entered into the Number Format setting, the entered value of
12
will be displayed as
¥12
.
Important
- in
you must use a period (.) as the decimal, even if the currency defined uses a comma (,).==See Also==
Displaying a Number Value as Currency
The Musings of Chin - Best Practice: Correct Data Formats
|-here to learn why this feature is a benefit to your organization.>} ¶ Category:Custom FieldsCategory:CurrencyCategory:How>