Difference between revisions of "Template:StandardFieldSettings"

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===Server Validation===
 
===Server Validation===
 
*The Server option will enable [[Server-Side Validation]] for the Standard field.  
 
*The Server option will enable [[Server-Side Validation]] for the Standard field.  
−
 
−
===Phone Number Format===
 
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*Available for the ''Phone'' and ''Fax'' standard fields.
 
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*These settings determine how numbers entered into this field will be formatted.
 
−
:*''See [[Phone Number Format]] for details.''
 
  
 
===Tool Tip===
 
===Tool Tip===
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:*''See [[Validation Message]] for more information.''
 
:*''See [[Validation Message]] for more information.''
  
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===Visibility Condition===
+
===Phone Number Format===
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*Whether or not the Standard Field is visible can be controlled using conditional statements in this box.
+
*Available for the ''Phone'' and ''Fax'' standard fields.
−
:*''See [[Visibility Condition]] for more information.''  
+
*These settings determine how numbers entered into this field will be formatted.
−
 
+
:*''See [[Phone Number Format]] for details.''
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===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.''  
 
−
 
 
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===[[Role Field Permissions|Role - Field Permissions]]===
 
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These [[Role Field Permissions|settings]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
 
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===[[Status Field Permissions|Status - Field Permissions]]===
 
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These [[Status Field Permissions|settings]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
 
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===[[Category Type - Field Availability]]===
 
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These settings allow you to control by the [[Client Categories|category]] of the organization record whether or not the field can be viewed. Only available against organization specific fields.
 
  
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===[[Role Type - Field Availability]]===
 
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These settings allow you to control by the [[User Role|role]] of the user record whether or not the field can be viewed. Only available against user specific fields.
 
  
 
[[Category:Standard Fields]]
 
[[Category:Standard Fields]]

Revision as of 11:00, 12 July 2017

Language

When a new language is selected, you will have the option to enter new values for the Caption, Tool Tip and Validation Messages.

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.

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

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.

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.

Phone Number Format

  • Available for the Phone and Fax standard fields.
  • These settings determine how numbers entered into this field will be formatted.
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