Difference between revisions of "Category:Custom Fields"

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This category contains articles related to Custom Fields.
 
This category contains articles related to Custom Fields.
 
A '''Custom Field''' is the basic unit of data storage that you attach to an object such as a contact, a role, an activity type or company.
 
A '''Custom Field''' is the basic unit of data storage that you attach to an object such as a contact, a role, an activity type or company.
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{{FieldOptions}}
 
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'''Note''': the more complex field types will not display in the list when creating a new custom field, unless Advanced Options is first toggled on in the upper right of the field setup screen.
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===Feature Articles===
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If you're not sure where to start, below are a few good articles to get your feet wet:
  
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==See Also==
 
 
* [[Custom Fields – General Information]]
 
* [[Custom Fields – General Information]]
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* [[Field Permissions]]
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* [[General Tips when Creating Custom Fields]]
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* [[Visibility Condition]]
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<!--'''Note''': the more complex field types will not display in the list when creating a new custom field, unless Advanced Options is first toggled on in the upper right of the field setup screen.-->
  
 
[[Category:Universal Tracking Application| Cu]]
 
[[Category:Universal Tracking Application| Cu]]

Revision as of 10:28, 30 August 2018

Construction warning.png Please note that this page is currently under construction. There is more information to come.

This category contains articles related to Custom Fields. A Custom Field is the basic unit of data storage that you attach to an object such as a contact, a role, an activity type or company.

Overview

Many areas in SmartSimple are comprised mainly of custom fields--such as the Universal Tracking Application--so understanding their proper setup and use is vital in order to create an easy-to-use instance that addresses your organization's needs. There are over 50 field types that you can use to capture and store data; these can be grouped on tabs, or displayed in multiple columns to avoid cluttering the page. The maximum number of custom fields that can be displayed on a single page is 400 total. New fields can be created at any time, without affecting current data.

Common Field Options

Custom Fields share many of the same setup options, so we've listed them here. Please see below:

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@


Feature Articles

If you're not sure where to start, below are a few good articles to get your feet wet:

Pages in category ‘Custom Fields’

The following 146 pages are in this category, out of 146 total.

A

B

C

D

E

F

H

I

J

L

M

P

R

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T

U

V

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