Difference between revisions of "Template:StandardFieldSettings"
Line 8: | Line 8: | ||
* All fields with a name in this field have been enabled. | * All fields with a name in this field have been enabled. | ||
+ | |||
+ | ===Mandatory=== | ||
+ | *The Mandatory option will ensure that a value has been input into the field before the record can be saved. | ||
+ | *This validation is not performed when if the '''Save Draft''' button (if enabled) is used to save the record. | ||
+ | :*''See [[Statuses]] for details.'' | ||
===Read Only=== | ===Read Only=== | ||
Line 20: | Line 25: | ||
:*''Users that have been given the relevant [[Manager Permission]] will be able to view the field history.'' | :*''Users that have been given the relevant [[Manager Permission]] will be able to view the field history.'' | ||
− | === | + | ===Server Validation=== |
− | *The | + | *The Server option will enable [[Server-Side Validation]] for the Standard field. |
− | |||
− | |||
===Phone Number Format=== | ===Phone Number Format=== |
Revision as of 10:59, 12 July 2017
Contents
- 1 Language
- 2 Caption
- 3 Mandatory
- 4 Read Only
- 5 Track Changes
- 6 Server Validation
- 7 Phone Number Format
- 8 Tool Tip
- 9 Validation
- 10 Validation Message
- 11 Visibility Condition
- 12 Edit Condition
- 13 Role - Field Permissions
- 14 Status - Field Permissions
- 15 Category Type - Field Availability
- 16 Role Type - Field Availability
Language
When a new language is selected, you will have the option to enter new values for the Caption, Tool Tip and Validation Messages.
- See Also: Custom Field Language Settings.
https://wiki.smartsimple.com/index.php?title=Template:StandardFieldSettings&action=edit
Caption
- All fields with a name in this field have been enabled.
Mandatory
- The Mandatory option will ensure that a value has been input into the field before the record can be saved.
- This validation is not performed when if the Save Draft button (if enabled) is used to save the record.
- See Statuses for details.
Read Only
- The Read Only option prevents the value in the field from being changed by the user.
- The field can still be updated programmatically through the use of Template / Type Formulas or Browser Scripts.
Track Changes
- The Track Changes option enables tracking of any changes made to the standard field.
- Fields that have "Track Changes" enabled will be displayed with an icon to indicate this.
- Users that have been given the relevant Manager Permission will be able to view the field history.
Server Validation
- The Server option will enable Server-Side Validation for the Standard field.
Phone Number Format
- Available for the Phone and Fax standard fields.
- These settings determine how numbers entered into this field will be formatted.
- See Phone Number Format for details.
Tool Tip
- Allows you to define "mouse-over" help text.
- When the user hovers their mouse pointer over the caption, the text in the Tool Tip section will appear.
- See Tool Tip for additional detail.
Validation
- Allows you to define custom validation for the page, based on the values entered into this field. See JavaScript Validation for detailed instructions.
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.
- See Validation Message for more information.
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.
Edit Condition
- Whether or not the Standard Field is treated as read-only or not can be controlled using conditional statements in this box.
- See Edit Condition for more information.
Role - Field Permissions
These settings allow you to control by Role who is allowed to view and/or modify the field.
Status - Field Permissions
These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified.
Category Type - Field Availability
These settings allow you to control by the category of the organization record whether or not the field can be viewed. Only available against organization specific fields.
Role Type - Field Availability
These settings allow you to control by the role of the user record whether or not the field can be viewed. Only available against user specific fields.