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

From SmartWiki
Jump to: navigation, search
 
(25 intermediate revisions by 8 users not shown)
Line 1: Line 1:
<u>'''Field Display'''</u>
+
==General Description==
 +
Displays as a set of check boxes in '''Edit''' mode. The [[User|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.
  
'''Edit Mode'''
+
==Field Illustrated==
 +
[[Image:Cf_smcb_ex1.png|link=]]<br />
 +
'' '''Select Many - Check Boxes''' field, in '''Edit Mode''' (above)''
  
[[Image:Cf48.png]]
 
 
'''View Mode'''
 
  
[[Image:Cf49.png]]
+
[[Image:Cf_smcb_ex3.png|link=]]<br />
+
'' '''Select Many - Check Boxes''' field, in '''View Mode''' (above)''
<u>'''General Description'''</u>
 
  
Displays as a set of check boxes in '''Edit''' mode.  The [[User|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.
 
 
<u>'''Field Options''' </u>
 
  
* '''Display Order''': The order (relative to other fields) in which this field is displayed
+
[[Image:Cf_smcb_ex2.png|link=]]<br />
* '''Tab Name''': Displays the field under a given tab
+
'' Setting the values for the '''Select Many - Check Boxes''' field, in '''General Settings''' (above)''
* '''Field Name''': The name of the field, used internally to reference the user's input
 
* '''[[Caption]]''': The leading question or prologue before the field
 
* '''Allow Empty''': This checkbox allows the field to be left empty
 
* '''Searchable''': This field can be searched within the tracking application
 
* '''Track Changes''': Keeps track of changes made to this field
 
 
<u>'''Special Options for Field'''</u>
 
  
* '''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.  
+
==Field Options==
+
All common options:<br />
<u>'''Services'''</u>
+
[[Custom Fields - General Information #General_Settings|General Settings]]<br />
 +
[[Custom Fields - General Information #Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />
 +
[[Custom Fields - General Information #Classic Options|Classic Options]]<br />
 +
For further information, please refer to [[Custom Fields – General Information]].<br /><br />
 +
Options listed below are specific to this particular field type.
 +
{{ParentField}}
 +
 
 +
* '''Predefined Options''': The values to be used for each checkbox, delimited by a semicolon with no spaces.
  
* '''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
+
{{SortValuesToDisplayVertically}}
* '''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 as Attributes''' -
* '''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
 
 
<u>'''Field Validation'''</u>
 
  
* '''Type''': Select Date, Numeric, or Alphabetic validation
+
==Notes==
* '''[[JavaScript Validation]]''': Custom JavaScript validation formulas can be entered in this field
+
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:
* '''[[Validation Message|Message]]''': The message that the user will see if the data in the field fails a validation check
 
  
<u>'''Value Stores To'''</u>
+
''StoreValue1=DisplayValue1;StoreValue2=DisplayValue2;StoreValue3=DisplayValue3;
  
* '''Custom Field''': Enables linking two different custom fields to the same user data
+
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.
  
<u>'''Field Formatting Options'''</u>
+
* This technique is important when translating to other languages. The '''StoreValue''' must be the same in all languages. See [[Custom Field Language Settings|here]] for further information.
  
* '''# of Columns''': Determines the number of columns to be used for display purposes
 
* '''Number Format''': Formats any numbers entered into this field
 
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font>
 
* '''[[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
 
  
<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u>
+
'''<u>Referencing the Value</u>'''
  
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
+
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.
  
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u>
+
Using @fieldname.value@ will return the 1, 2, or 3.
* ''Only present within the [[Universal Tracking Application]]''
 
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
 
  
 +
{{RetiredOptions}}
  
 
==See Also==
 
==See Also==
 +
* [[Select Check Boxes by Default]]
 
* [[Allowing Only One Check Box to be Selected]]
 
* [[Allowing Only One Check Box to be Selected]]
 +
* [[Custom Field Language Settings]]
 +
  
[[Category:Custom Fields]]
+
{{CustomFieldPageFooter}}

Latest revision as of 11:36, 23 November 2018

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 Illustrated

Cf smcb ex1.png
Select Many - Check Boxes field, in Edit Mode (above)


Cf smcb ex3.png
Select Many - Check Boxes field, in View Mode (above)


Cf smcb ex2.png
Setting the values for the Select Many - Check Boxes field, in General Settings (above)


Field Options

All common options:
General Settings
Permissions & Availability
Classic Options
For further information, please refer to Custom Fields – General Information.

Options listed below are specific to this particular field type.

  • Predefined Options: The values to be used for each checkbox, delimited by a semicolon with no spaces.
  • 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:
“Sort Options To Display Vertically”
setting is Unchecked:
“Sort Options To Display Vertically”
setting is Checked:
A B A D
C D B E
E F C F
  • Enable as Attributes -

Notes

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.


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.

Retired Options

If you need to hide options which are no longer being used but need to be retained for historical value, you can use the following syntax:

<ssRetiredOptions> </ssRetiredOptions>

Make sure there are semi-colons before and after the syntax.

Example: 1;2;3;<ssRetiredOptions>5;6</ssRetiredOptions>;7;8

When using this method, the retired options must not be the first options in the list. If the first option(s) in the list are to be retired, simply move them to the end of the list so that Option1;Option2;Option3 becomes Option2;Option3;<ssRetiredOptions>Option1</ssRetiredOptions>;


See Also