Difference between revisions of "UTA Standard Field Settings"

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(Visibility Condition)
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[[Image:StandardFieldSettings.PNG]]
 
[[Image:StandardFieldSettings.PNG]]
  
==Adding a field==
+
===Adding a field===
 
* Click the right arrow next to the field name and the field name will be copied to the label box.
 
* Click the right arrow next to the field name and the field name will be copied to the label box.
 
* You can also type directly into the Label field and provide any field name you wish.
 
* You can also type directly into the Label field and provide any field name you wish.
 
* All fields that have a name in the Label field have been added.
 
* All fields that have a name in the Label field have been added.
  
==Removing a field==
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===Removing a field===
 
Click the left arrow next to the field name or select and delete the field name from the label box.
 
Click the left arrow next to the field name or select and delete the field name from the label box.
  
==Mandatory==
+
===Mandatory===
 
* The Mandatory check box will make the field mandatory before the record can be saved.
 
* The Mandatory check box will make the field mandatory before the record can be saved.
 
* This validation can be bypassed when saving the item as a draft by using the Save Draft button (if enabled)
 
* This validation can be bypassed when saving the item as a draft by using the Save Draft button (if enabled)
  
==Read Only==
+
===Read Only===
 
* The Read Only check box restricts the field from being changed by the user.  
 
* The Read Only check box restricts the field from being changed by the user.  
 
* The field can still be updated programmatically through the use of a template formula.
 
* The field can still be updated programmatically through the use of a template formula.
  
==Track Changes==
+
===Track Changes===
 
* The Track Changes check box enables tracking of any changes made to the standard field.
 
* The Track Changes check box enables tracking of any changes made to the standard field.
 
:* Fields that have "Track Changes" enabled will be displayed with a sundial next to the field name
 
:* Fields that have "Track Changes" enabled will be displayed with a sundial next to the field name
 
:* Users that have been given the relevant [[Manager Permissions|Manager Permission]] will be able to view the field history.
 
:* Users that have been given the relevant [[Manager Permissions|Manager Permission]] will be able to view the field history.
 
   
 
   
==Label==
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===Label===
 
* All fields with a name in this field have been enabled.
 
* All fields with a name in this field have been enabled.
  
==Instruction==
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===Instruction===
 
* Entry into this text box is used to provide ''mouse over'' help on a field.  
 
* Entry into this text box is used to provide ''mouse over'' help on a field.  
 
* Type the help in the instruction box to the right of the label box. When completing a form if the user hovers their mouse of the field the instruction will be displayed.
 
* Type the help in the instruction box to the right of the label box. When completing a form if the user hovers their mouse of the field the instruction will be displayed.
  
==Validation Message==
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===Validation Message===
 
* This box is used to control the message that is displayed when the user does not complete a '''Mandatory''' field and attempts to save the record.
 
* This box is used to control the message that is displayed when the user does not complete a '''Mandatory''' field and attempts to save the record.
  
==[[Visibility Condition]]==
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===[[Visibility Condition]]===
 
* Whether or not the Standard Field is visible can be controlled using conditional statements in this box.
 
* Whether or not the Standard Field is visible can be controlled using conditional statements in this box.
  

Revision as of 17:02, 16 July 2009

StandardFieldSettings.PNG

Adding a field

  • Click the right arrow next to the field name and the field name will be copied to the label box.
  • You can also type directly into the Label field and provide any field name you wish.
  • All fields that have a name in the Label field have been added.

Removing a field

Click the left arrow next to the field name or select and delete the field name from the label box.

Mandatory

  • The Mandatory check box will make the field mandatory before the record can be saved.
  • This validation can be bypassed when saving the item as a draft by using the Save Draft button (if enabled)

Read Only

  • The Read Only check box restricts the field from being changed by the user.
  • The field can still be updated programmatically through the use of a template formula.

Track Changes

  • The Track Changes check box enables tracking of any changes made to the standard field.
  • Fields that have "Track Changes" enabled will be displayed with a sundial next to the field name
  • Users that have been given the relevant Manager Permission will be able to view the field history.

Label

  • All fields with a name in this field have been enabled.

Instruction

  • Entry into this text box is used to provide mouse over help on a field.
  • Type the help in the instruction box to the right of the label box. When completing a form if the user hovers their mouse of the field the instruction will be displayed.

Validation Message

  • This box is used to control the message that is displayed when the user does not complete a Mandatory field and attempts to save the record.

Visibility Condition

  • Whether or not the Standard Field is visible can be controlled using conditional statements in this box.

See Visibility Condition for more information.