Difference between revisions of "Category:Custom Fields"
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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. | ||
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− | ||[[Custom Field Type: | + | ||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. | ||
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||[[Custom Field Type: Display - Instructions]] | ||[[Custom Field Type: Display - Instructions]] | ||
||Display Control | ||Display Control | ||
||Creates a static text box, in which to display instructions to users. | ||Creates a static text box, in which to display instructions to users. | ||
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||[[Custom_Field_Type:_Display_-_Text]] | ||[[Custom_Field_Type:_Display_-_Text]] | ||
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||Display Control | ||Display Control | ||
||Displays a title bar, to help arrange your data. | ||Displays a title bar, to help arrange your data. | ||
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||[[Custom Field Type: Special – Browser Script]] | ||[[Custom Field Type: Special – Browser Script]] | ||
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||Special Control | ||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 - Web Page View]] | ||[[Custom Field Type: Special - Web Page View]] | ||
||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. | ||Allows you to create a virtual document using SmartSimple data. The document can also be converted to PDF and downloaded, if so configured. | ||
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||[[Display - External Organization Details]] | ||[[Display - External Organization Details]] | ||
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||Classic | ||Classic | ||
||Lookup and store the names of external people. | ||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]] | ||[[Custom Field Type: Select One - Internal Organization Dropdown List]] | ||
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||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 - | + | ||[[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 | ||Classic | ||
− | || | + | ||Captures and stores a written signature. (used in conjunction with a signature pad). |
|- | |- | ||
− | ||[[Custom Field Type: | + | ||[[Custom Field Type: Upload - Single File Storage]] |
||Classic | ||Classic | ||
− | || | + | ||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:
- Custom Fields – General Information
- Field Permissions
- General Tips when Creating Custom Fields
- Visibility Condition
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.
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
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H
I
M
R
S
- 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
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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