Difference between revisions of "Category:Custom Fields"

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||[[Lookup - Autocomplete Options]]
 
||[[Lookup - Autocomplete Options]]
 
||Common Input
 
||Common Input
 +
||Displays a set of values in an Ajax lookup box.
 
|-
 
|-
 
||[[Custom Field Type: Text Box - Date]]
 
||[[Custom Field Type: Text Box - Date]]
 
||Common Input
 
||Common Input
 +
||Enables a calendar for date selection.
 
|-
 
|-
 
||[[Custom Field Type: Text Box - Date and Time]]
 
||[[Custom Field Type: Text Box - Date and Time]]
 
||Common Input
 
||Common Input
 +
||Enables calendar and clock, for date and time selection.
 
|-
 
|-
 
||[[Custom Field Type: Text Box - Email]]
 
||[[Custom Field Type: Text Box - Email]]
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||[[Custom Field Type: Text Box - Number]]
 
||[[Custom Field Type: Text Box - Number]]
 
||Common Input
 
||Common Input
 +
||Text box that includes formatting options for number display.
 
|-
 
|-
 
||[[Text Box - Phone Number]]
 
||[[Text Box - Phone Number]]
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|-
 
|-
 
||[[Custom Field Type: Special – Browser Script]]
 
||[[Custom Field Type: Special – Browser Script]]
−
||Special Input
+
||Special Control
 
||Create a JavaScript function, to be run on the page where it is located.
 
||Create a JavaScript function, to be run on the page where it is located.
 
|-
 
|-
−
||[[Special - Geo Mapping]]
+
||Special - Geo Mapping
 
||Special Input
 
||Special Input
 
|-
 
|-
−
||Special - Hand Drawing
+
||[[Custom Field Type: Special – Hand Drawing]]
 
||Special Input
 
||Special Input
 
||Capture an image or pattern drawn using a mouse in the input area.
 
||Capture an image or pattern drawn using a mouse in the input area.
 
|-
 
|-
 
||[[Custom Field Type: Special – MS Word Merge]]
 
||[[Custom Field Type: Special – MS Word Merge]]
−
||Special Input
+
||Special Control
 
||Create an MS Word document, using SmartSimple data.
 
||Create an MS Word document, using SmartSimple data.
 
|-
 
|-
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||[[Custom Field Type: Special - Address Lookup]]
 
||[[Custom Field Type: Special - Address Lookup]]
 
||Classic
 
||Classic
 +
||Lookup addresses associated with Level 2 Contacts.
 
|-
 
|-
 
||[[Custom Field Type: Special – Auto Save]]
 
||[[Custom Field Type: Special – Auto Save]]
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||[[Custom Field Type: Lookup – ICD Code]]
 
||[[Custom Field Type: Lookup – ICD Code]]
 
||Classic
 
||Classic
 +
||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).
 
|-
 
|-
 
||[[Custom Field Type: Select One - Internal Organization Dropdown List]]
 
||[[Custom Field Type: Select One - Internal Organization Dropdown List]]
 
||Classic
 
||Classic
 +
||Look up internal entities and store the name.
 
|-
 
|-
 
||[[Custom Field Type: Select One - Internal People Dropdown List]]
 
||[[Custom Field Type: Select One - Internal People Dropdown List]]
 
||Classic
 
||Classic
 +
||Look up an internal person and store a single name. Data is read-only.
 
|-
 
|-
 
||[[Select One - Ledger Code Dropdown List]]
 
||[[Select One - Ledger Code Dropdown List]]
 
||Classic
 
||Classic
 +
||Links the field to the set of account codes stored in [[Global Settings]] > [[Business & System Configuration|System Configuration]] > [[Ledger Codes]].
 
|-
 
|-
 
||[[Custom Field Type: Lookup – NAIC Codes]]
 
||[[Custom Field Type: Lookup – NAIC Codes]]
 
||Classic
 
||Classic
 +
||Display a list of NAIC codes ((North American Industry Classification System).
 
|-
 
|-
 
||[[Custom Field Type: Lookup - Organization and People]]
 
||[[Custom Field Type: Lookup - Organization and People]]
 
||Classic
 
||Classic
 +
||Look up both internal and external organization names and people. Data is read-only.
 
|-
 
|-
 
||[[Custom Field Type: Special - Password Protected Text]]
 
||[[Custom Field Type: Special - Password Protected Text]]
 
||Classic
 
||Classic
 +
||Create a password-protected field.
 
|}
 
|}
  
 
'''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 10:43, 31 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.

Feature Articles

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

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@


Types of Custom Fields

There are many types of custom fields, each designed for a specific purpose. It's a good idea to familiarize yourself with them to gain a better understanding of what they do. We've compiled a list of every type; feel free to click through and learn how they work.

Field Name Field Type Description
Lookup - Autocomplete Options Common Input Displays a set of values in an Ajax lookup box.
Custom Field Type: Text Box - Date Common Input Enables a calendar for date selection.
Custom Field Type: Text Box - Date and Time Common Input Enables calendar and clock, for date and time selection.
Custom Field Type: Text Box - Email Common Input
Custom Field Type: Text Box - Number Common Input Text box that includes formatting options for number display.
Text Box - Phone Number Common Input Input a phone number, with options for automatic formatting.
Custom Field Type: Select One - Dropdown List Common Input Populate a drop-down list with your chosen options. Recommended for longer lists.
Custom Field Type: Select One - Radio Buttons Common Input Configure a different type of selection list. Good for short lists of options.
Custom Field Type: Text Box - Text Multiple Lines Common Input Displays multiple lines of text.
Custom Field Type: Text – Single Line Common Input Displays a single line of text.
Custom Field Type: Upload - Image Common Input Displays an uploaded image.
Custom Field Type: Upload - Multiple Files Storage Common Input Stores multiple files in a single field.
Custom Field Type: Upload - Single File Storage Common Input Stores a single file to a field.
Display - Instructions Display Control
Custom_Field_Type:_Display_-_Text Display Control
Custom_Field_Type:_Display_-_Text_and_Variables Display Control
Custom Field Type: Layout - Tabbed Section Display Control
Layout - Title Bar Display Control Displays a title bar, to help arrange your data.
Custom_Field_Type:_Computed_-_Auto_Number Computed Input
Computed - Calculated Date Computed Input
Computed - Calculated Number Computed Input
Computed - Calculated Value Computed Input
_Computed_-_Hidden_Value Computed Input
Computed - Variable Value Computed Input
Computed - Variable Number Computed Input
Computed - Variable Date Computed Input
Custom Field Type: Special - Advanced Data Table Special Input Create a larger worksheet or table, that opens in its own window. Formatted using XML by default.
Custom Field Type: Special - Basic Data Table Special Input Create a basic table in-line on the page.
Select One - Dynamic Dropdown List Special Input
Select One - Dynamic Radio Buttons Special Input
Custom Field Type: Special – Browser Script Special Control Create a JavaScript function, to be run on the page where it is located.
Special - Geo Mapping Special Input
Custom Field Type: Special – Hand Drawing Special Input Capture an image or pattern drawn using a mouse in the input area.
Custom Field Type: Special – MS Word Merge Special Control Create an MS Word document, using SmartSimple data.
Special - Question Set Builder Special Input
Custom Field Type: Special - Rich Text Special Input A text box that uses an HTML Editor for additional formatting.
Custom Field Type: Special - Web Page View Special Control Allows you to create a virtual document using SmartSimple data. The document can also be converted to PDF and downloaded, if so configured.
Custom Field Type: Special - Address Lookup Classic Lookup addresses associated with Level 2 Contacts.
Custom Field Type: Special – Auto Save Classic Can only be used to auto-save a Level 1 record, using a specified interval.
Custom Field Type: Special – Barcode Classic Converts another field's value to a barcode image.
Custom Field Type: Special – ePad Signature Classic Captures and stores a written signature. (used in conjunction with a signature pad)
Display - External Organization Details Classic
Custom Field Type: Lookup – External Organization Classic
Custom Field Type: Lookup – External People Classic
Custom Field Type: Lookup – ICD Code Classic Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).
Custom Field Type: Select One - Internal Organization Dropdown List Classic Look up internal entities and store the name.
Custom Field Type: Select One - Internal People Dropdown List Classic Look up an internal person and store a single name. Data is read-only.
Select One - Ledger Code Dropdown List Classic Links the field to the set of account codes stored in Global Settings > System Configuration > Ledger Codes.
Custom Field Type: Lookup – NAIC Codes Classic Display a list of NAIC codes ((North American Industry Classification System).
Custom Field Type: Lookup - Organization and People Classic Look up both internal and external organization names and people. Data is read-only.
Custom Field Type: Special - Password Protected Text Classic Create a password-protected field.

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.

Pages in category ‘Custom Fields’

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

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B

C

D

E

F

H

I

J

L

M

P

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T

U

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