Difference between revisions of "Category:Custom Fields"
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===Overview=== | ===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. | 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. | ||
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===Feature Articles=== | ===Feature Articles=== | ||
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* [[General Tips when Creating Custom Fields]] | * [[General Tips when Creating Custom Fields]] | ||
* [[Visibility Condition]] | * [[Visibility Condition]] | ||
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| + | ===Common Field Options=== | ||
| + | Custom Fields share many of the same setup options, so we've listed them here. Please see below: | ||
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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.--> | <!--'''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|Universal Tracking Application]] | [[Category:Universal Tracking Application|Universal Tracking Application]] | ||
Revision as of 13:39, 30 August 2018
 Please note that this page is currently under construction. There is more information to come.
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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.
Feature Articles
If you're not sure where to start, below are a few good articles to get your feet wet:
- Custom Fields – General Information
- Field Permissions
- General Tips when Creating Custom Fields
- Visibility Condition
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@ |
Pages in category ‘Custom Fields’
The following 146 pages are in this category, out of 146 total.
A
C
- Caption
- Category Type - Field Availability
- Changing Text to Uppercase or Lowercase
- Computed - Variable Number
- Computed - Variable Value
- Conditional Lists of Values
- Configuration mode
- Control Page Breaks and Page Orientation With SmartField PDF Options
- Counting Business Days between Two Dates
- Creating Custom Fields
- Custom Field IDs
- Custom Field Import Wizard
- Custom Field Language Settings
- Custom Field Type: Computed - Auto Number
- Custom Field Type: Computed - Calculated Date
- Custom Field Type: Computed - Calculated Number
- Custom Field Type: Computed - Calculated Value
- Custom Field Type: Computed - Hidden Value
- Custom Field Type: Display - Instructions
- Custom Field Type: Display - Text
- Custom Field Type: Display - Text and Variables
- Custom Field Type: Display Only – External Organization Details
- Custom Field Type: Layout - Tabbed Section
- Custom Field Type: Layout - Title Bar
- Custom Field Type: Lookup - Autocomplete Options
- Custom Field Type: Lookup - Organization and People
- Custom Field Type: Lookup – External Organization
- Custom Field Type: Lookup – External People
- Custom Field Type: Lookup – ICD Code
- Custom Field Type: Lookup – NAIC Codes
- Custom Field Type: Select Many – Check Boxes
- Custom Field Type: Select One - Dropdown List
- Custom Field Type: Select One - Internal Organization Dropdown List
- Custom Field Type: Select One - Internal People Dropdown List
- Custom Field Type: Select One - Ledger Code Dropdown List
- Custom Field Type: Select One – Combo Box
- Custom Field Type: Special - Address Lookup
- Custom Field Type: Special - Advanced Data Table
- Custom Field Type: Special - Basic Data Table
- Custom Field Type: Special - Geo Mapping
- Custom Field Type: Special - Password Protected Text
- Custom Field Type: Special - Question Set Builder
- Custom Field Type: Special - Rich Text
- Custom Field Type: Special - Web Page View
- Custom Field Type: Special – Auto Save
- Custom Field Type: Special – Barcode
- Custom Field Type: Special – Browser Script
- Custom Field Type: Special – Calculated Value
- Custom Field Type: Special – ePad Signature
- Custom Field Type: Special – Hand Drawing
- Custom Field Type: Special – MS Word Merge
- Custom Field Type: Text Box - Date
- Custom Field Type: Text Box - Date and Time
- Custom Field Type: Text Box - Email
- Custom Field Type: Text Box - Number
- Custom Field Type: Text Box - Phone Number
- Custom Field Type: Text Box - Text Multiple Lines
- Custom Field Type: Text Box– Text Single Line
- Custom Field Type: Upload - Image
- Custom Field Type: Upload - Multiple Files Storage
- Custom Field Type: Upload - Single File Storage
- Custom fields
- Custom Field Type: Special - Linked Record List
- Custom Fields – General Information
- Template:CustomFieldPageFooter
D
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H
I
M
R
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- Search Custom Fields
- Searching for Custom Field Settings Using a Report
- Select One - Dynamic Dropdown List
- Select One - Dynamic Radio Buttons
- Setting a Chart as a Custom Field
- Show/Hide Header
- SmartField View
- Ssescape
- SSlogic
- Status Field Permissions
- Stored value
- Subtract business days from a given date
T
U
- Update History
- Updateable Web Page View Fields
- Useful Field Values
- Using a Check Box to run a JavaScript
- Using an HTML Tag to Create Action Events
- Using Special Characters in Web Page View
- Using Variables as Default Values in Single Line and Multi-line Text Box Custom Fields
- UTA Peers Combo - Level 3
- UTA Peers Combo Box
- UTA Roles for Field Access instead of System Roles
