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 [[User|contact]], a [[User Role|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 [[User|contact]], a [[User Role|role]], an activity type or company.
  
 
===Overview===
 
===Overview===
−
Many areas in SmartSimple are comprised mainly of custom fields—such as the {{UTA}}—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 primarily of custom fields—such as the {{UTA}}—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===
 
===Feature Articles===
Line 18: Line 16:
 
Custom Fields share many of the same setup options, so we've listed them here. Please see below:
 
Custom Fields share many of the same setup options, so we've listed them here. Please see below:
  
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<span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="  FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="  FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="    FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="    FieldOptions" data-bs-type="template" data-bs-id="2">{{     FieldOptions }}</span></span></span></span></span></span>
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<span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="  FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="  FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="    FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="    FieldOptions" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name="      FieldOptions" data-bs-type="template" data-bs-id="2">{{       FieldOptions }}</span></span></span></span></span></span></span>
 
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===Types of Custom Fields===
 
===Types of Custom Fields===
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||Common Input
 
||Common Input
 
||Displays a set of values in an Ajax lookup box.
 
||Displays a set of values in an Ajax lookup box.
 +
|-
 +
||[[Custom Field Type: Select Many – Check Boxes]]
 +
||Common Input
 +
||Creates a set of check-boxes, from which your users can select more than one value.
 +
|-
 +
||[[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 - Date]]
 
||[[Custom Field Type: Text Box - Date]]
Line 53: Line 63:
 
||Common Input
 
||Common Input
 
||Input a phone number, with options for automatic formatting.
 
||Input a phone number, with options for automatic formatting.
−
|-
 
−
||[[Custom Field Type: Select Many – Check Boxes]]
 
−
||Common Input
 
−
||Creates a set of check-boxes, from which your users can select more than one value.
 
−
|-
 
−
||[[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]]
 
||[[Custom Field Type: Text Box - Text Multiple Lines]]
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||Common Input
 
||Common Input
 
||Stores multiple files in a single field.
 
||Stores multiple files in a single field.
−
|-
 
−
||[[Custom Field Type: Upload - Single File Storage]]
 
−
||Common Input
 
−
||Stores a single file to a field.
 
−
|-
 
−
||[[Custom Field Type: Display - Instructions]]
 
−
||Display Control
 
−
||Creates a static text box, in which to display instructions to users.
 
−
|-
 
−
||[[Custom_Field_Type:_Display_-_Text]]
 
−
||Display Control
 
−
||A read-only version of another field.
 
−
|-
 
−
||[[Custom_Field_Type:_Display_-_Text_and_Variables]]
 
−
||Display Control
 
−
||A read-only field that can display text, HTML, variables, and expressions.
 
−
|-
 
−
||[[Custom Field Type: Layout - Tabbed Section]]
 
−
||Display Control
 
−
||Create a section with tabs.
 
−
|-
 
−
||[[Custom Field Type: Layout - Title Bar]]
 
−
||Display Control
 
−
||Displays a title bar, to help arrange your data.
 
 
|-
 
|-
 
||[[Custom_Field_Type:_Computed_-_Auto_Number]]
 
||[[Custom_Field_Type:_Computed_-_Auto_Number]]
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||Store a hidden value, for use in other fields or reports.
 
||Store a hidden value, for use in other fields or reports.
 
|-
 
|-
−
||[[Computed - Variable Value]]
+
||[[Computed - Variable Date]]
 
||Computed Input
 
||Computed Input
 
|-
 
|-
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||Computed Input
 
||Computed Input
 
|-
 
|-
−
||[[Computed - Variable Date]]
+
||[[Computed - Variable Value]]
 
||Computed Input
 
||Computed Input
 
|-
 
|-
−
||[[Custom Field Type: Special - Advanced Data Table]]
+
||[[Custom Field Type: Lookup – ICD Code]]
 +
||Special Input
 +
||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).
 +
|-
 +
||[[Custom Field Type: Lookup – MeSH Codes]]
 +
||Special Input
 +
||Display a list of MeSH codes (Medical Subject Headings). The Medical Subject Headings (MeSH) thesaurus is a controlled and hierarchically-organized vocabulary produced by the National Library of Medicine.
 +
|-
 +
||[[Custom Field Type: Lookup – NACE Codes]]
 
||Special Input
 
||Special Input
−
||Create a larger worksheet or table, that opens in its own window. Formatted using XML by default.
+
||Display a list of NACE codes (Nomenclature of Economic Activities).
 
|-
 
|-
−
||[[Custom Field Type: Special - Basic Data Table]]
+
||[[Custom Field Type: Lookup – NAIC Codes]]
 
||Special Input
 
||Special Input
−
||Create a basic table in-line on the page.
+
||Display a list of NAIC codes (North American Industry Classification System).
 
|-
 
|-
 
||[[Select One - Dynamic Dropdown List]]
 
||[[Select One - Dynamic Dropdown List]]
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||Create sets of fields that are dependent on a value selected from the Dynamic Dropdown List.
 
||Create sets of fields that are dependent on a value selected from the Dynamic Dropdown List.
 
|-
 
|-
−
||[[Custom Field Type: Special - Linked Record List]]
+
||[[Select One - Dynamic Radio Buttons]]
 
||Special Input
 
||Special Input
−
||Display a list of linked records inline on the page.
+
||Create sets of fields that are dependent on a value selected from the Dynamic Radio Buttons.
 
|-
 
|-
−
||[[Select One - Dynamic Radio Buttons]]
+
||[[Custom Field Type: Special - Advanced Data Table]]
 
||Special Input
 
||Special Input
−
||Create sets of fields that are dependent on a value selected from the Dynamic Radio Buttons.
+
||Create a larger worksheet or table, that opens in its own window. Formatted using XML by default.
 
|-
 
|-
−
||[[Custom Field Type: Special – Browser Script]]
+
||[[Custom Field Type: Special - Basic Data Table]]
−
||Special Control
+
||Special Input
−
||Create a JavaScript function, to be run on the page where it is located.
+
||Create a basic table in-line on the page.
 
|-
 
|-
 
||[[Custom Field Type: Special - Geo Mapping]]
 
||[[Custom Field Type: Special - Geo Mapping]]
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||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 - Like Button Rating
−
||Special Control
+
||Special Input
−
||Create an MS Word document, using SmartSimple data.
+
||Display a like button which can be utilized to display approval or tally votes.
 +
|-
 +
||[[Custom Field Type: Special - Linked Record List]]
 +
||Special Input
 +
||Display a list of linked records inline on the page.
 
|-
 
|-
 
||[[Custom Field Type: Special - Question Set Builder]]
 
||[[Custom Field Type: Special - Question Set Builder]]
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||[[Custom Field Type: Special - Rich Text]]
 
||[[Custom Field Type: Special - Rich Text]]
 
||Special Input
 
||Special Input
−
||A text box that uses an HTML Editor for additional formatting.
+
||A text box that uses an HTML Editor for additional formatting. This field type should be used sparingly to prevent security risks.
 
|-
 
|-
−
||[[Custom Field Type: Special - Web Page View]]
+
||[[Custom Field Type: Display - Countdown Timer]]
 +
||Display Control
 +
||Creates a countdown timer display, with multiple styling templates available. Select from an active [[Custom Field Type: Text Box - Date]] or [[Custom Field Type: Text Box - Date and Time]] field, and the timer will automatically display the amount of time remaining before the selected date and time on the record. 
 +
|-
 +
||[[Custom Field Type: Display - Instructions]]
 +
||Display Control
 +
||Creates a static text box, in which to display instructions to users.
 +
|-
 +
||[[Custom_Field_Type:_Display_-_Text]]
 +
||Display Control
 +
||A read-only version of another field.
 +
|-
 +
||[[Custom_Field_Type:_Display_-_Text_and_Variables]]
 +
||Display Control
 +
||A read-only field that can display text, HTML, variables, and expressions.
 +
|-
 +
||[[Custom Field Type: Layout - Tabbed Section]]
 +
||Display Control
 +
||Create a section with tabs.
 +
|-
 +
||[[Custom Field Type: Layout - Title Bar]]
 +
||Display Control
 +
||Displays a title bar, to help arrange your data.
 +
|-
 +
||[[Custom Field Type: Special – Browser Script]]
 
||Special Control
 
||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.
+
||Create a JavaScript function, to be run on the page where it is located.
 
|-
 
|-
−
||[[Custom Field Type: Special - Address Lookup]]
+
||Custom Field Type: Special – Chart
−
||Classic
+
||Special Control
−
||Lookup addresses associated with Level 2 Contacts.
+
||Create a chart to display on your record. Chart options include: Bar, Horizontal Bar, Line, and Area charts.
 
|-
 
|-
−
||[[Custom Field Type: Special – Auto Save]]
+
||Custom Field Type: Special – Consumer Creation Button Container
−
||Classic
+
||Special Control
−
||Can only be used to auto-save a Level 1 record, using a specified interval.
+
||Display a Consumer Creation Button on a record, allowing you to create new records from the Provider UTA, without navigating to another UTA.
 
|-
 
|-
−
||[[Custom Field Type: Special – Barcode]]
+
||[[Custom Field Type: Special – MS Word Merge]]
−
||Classic
+
||Special Control
−
||Converts another field's value to a barcode image.
+
||Create an MS Word document, using SmartSimple data.
 
|-
 
|-
−
||[[Custom Field Type: Special – ePad Signature]]
+
||[[Custom Field Type: Special - Web Page View]]
−
||Classic
+
||Special Control
−
||Captures and stores a written signature. (used in conjunction with a signature pad)
+
||Allows you to create a virtual document using SmartSimple data. The document can also be converted to PDF and downloaded, if so configured.
 
|-
 
|-
 
||[[Display - External Organization Details]]
 
||[[Display - External Organization Details]]
Line 211: Line 221:
 
||Lookup and store the names of external people.
 
||Lookup and store the names of external people.
 
|-
 
|-
−
||[[Custom Field Type: Lookup – ICD Code]]
+
||[[Custom Field Type: Lookup - Organization and People]]
 
||Classic
 
||Classic
−
||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).
+
||Look up both internal and external organization names and people. Data is read-only.
 
|-
 
|-
 
||[[Custom Field Type: Select One - Internal Organization Dropdown List]]
 
||[[Custom Field Type: Select One - Internal Organization Dropdown List]]
Line 227: Line 237:
 
||Links the field to the set of account codes stored in [[Global Settings]] > [[Business & System Configuration|System Configuration]] > [[Ledger Codes]].
 
||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: 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
 
||Classic
−
||Display a list of NAIC codes ((North American Industry Classification System).
+
||Converts another field's value to a bar code image.
 
|-
 
|-
−
||[[Custom Field Type: Lookup - Organization and People]]
+
||[[Custom Field Type: Special – ePad Signature]]
 
||Classic
 
||Classic
−
||Look up both internal and external organization names and people. Data is read-only.
+
||Captures and stores a written signature. (used in conjunction with a signature pad).
 
|-
 
|-
−
||[[Custom Field Type: Special - Password Protected Text]]
+
||[[Custom Field Type: Upload - Single File Storage]]
 
||Classic
 
||Classic
−
||Create a password-protected field.
+
||Stores a single file to a field.
 
|}
 
|}
  
 
[[Category:Universal Tracking Application|Universal Tracking Application]]
 
[[Category:Universal Tracking Application|Universal Tracking Application]]

Latest revision as of 14:14, 26 October 2021

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 primarily of custom fields—such as the —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 help you familiarize yourself with Custom Fields:

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.
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.

Field Name Field Type Description
Lookup - Autocomplete Options Common Input Displays a set of values in an Ajax lookup box.
Custom Field Type: Select Many – Check Boxes Common Input Creates a set of check-boxes, from which your users can select more than one value.
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 - 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 Text box for an email address. Automatic validation.
Custom Field Type: Text Box - Number Common Input Text box that includes formatting options for number display.
Custom Field Type: Text Box - Phone Number Common Input Input a phone number, with options for automatic formatting.
Custom Field Type: Text Box - Text Multiple Lines Common Input Displays multiple lines of text.
Custom Field Type: Text Box– 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:_Computed_-_Auto_Number Computed Input Generate unique sequential numbers, to be stored in the field.
Custom Field Type: Computed - Calculated Date Computed Input Executes an expression to calculate a date and store the result.
Custom Field Type: Computed - Calculated Number Computed Input Executes an expression to calculate a number and store the result.
Custom Field Type: Computed - Calculated Value Computed Input Executes an expression to calculate a value and store the result.
_Computed_-_Hidden_Value Computed Input Store a hidden value, for use in other fields or reports.
Computed - Variable Date Computed Input
Computed - Variable Number Computed Input
Computed - Variable Value Computed Input
Custom Field Type: Lookup – ICD Code Special Input Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).
Custom Field Type: Lookup – MeSH Codes Special Input Display a list of MeSH codes (Medical Subject Headings). The Medical Subject Headings (MeSH) thesaurus is a controlled and hierarchically-organized vocabulary produced by the National Library of Medicine.
Custom Field Type: Lookup – NACE Codes Special Input Display a list of NACE codes (Nomenclature of Economic Activities).
Custom Field Type: Lookup – NAIC Codes Special Input Display a list of NAIC codes (North American Industry Classification System).
Select One - Dynamic Dropdown List Special Input Create sets of fields that are dependent on a value selected from the Dynamic Dropdown List.
Select One - Dynamic Radio Buttons Special Input Create sets of fields that are dependent on a value selected from the Dynamic Radio Buttons.
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.
Custom Field Type: Special - Geo Mapping Special Input Highlight geographic locations on a map.
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 - Like Button Rating Special Input Display a like button which can be utilized to display approval or tally votes.
Custom Field Type: Special - Linked Record List Special Input Display a list of linked records inline on the page.
Custom Field Type: Special - Question Set Builder Special Input Allows users to create their own customized field sets without being an administrator.
Custom Field Type: Special - Rich Text Special Input A text box that uses an HTML Editor for additional formatting. This field type should be used sparingly to prevent security risks.
Custom Field Type: Display - Countdown Timer Display Control Creates a countdown timer display, with multiple styling templates available. Select from an active Custom Field Type: Text Box - Date or Custom Field Type: Text Box - Date and Time field, and the timer will automatically display the amount of time remaining before the selected date and time on the record. 
Custom Field Type: Display - Instructions Display Control Creates a static text box, in which to display instructions to users.
Custom_Field_Type:_Display_-_Text Display Control A read-only version of another field.
Custom_Field_Type:_Display_-_Text_and_Variables Display Control A read-only field that can display text, HTML, variables, and expressions.
Custom Field Type: Layout - Tabbed Section Display Control Create a section with tabs.
Custom Field Type: Layout - Title Bar Display Control Displays a title bar, to help arrange your data.
Custom Field Type: Special – Browser Script Special Control Create a JavaScript function, to be run on the page where it is located.
Custom Field Type: Special – Chart Special Control Create a chart to display on your record. Chart options include: Bar, Horizontal Bar, Line, and Area charts.
Custom Field Type: Special – Consumer Creation Button Container Special Control Display a Consumer Creation Button on a record, allowing you to create new records from the Provider UTA, without navigating to another UTA.
Custom Field Type: Special – MS Word Merge Special Control Create an MS Word document, using SmartSimple data.
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.
Display - External Organization Details Classic Displays the organization details from an associated Lookup - External Organization field.
Custom Field Type: Lookup – External Organization Classic Look up an external organization and store the name.
Custom Field Type: Lookup – External People Classic Lookup and store the names of external people.
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: 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: 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 bar code image.
Custom Field Type: Special – ePad Signature Classic Captures and stores a written signature. (used in conjunction with a signature pad).
Custom Field Type: Upload - Single File Storage Classic Stores a single file to a field.

Pages in category ‘Custom Fields’

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

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C

D

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F

H

I

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M

P

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