Difference between revisions of "Category:Custom Fields"

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{{FieldOptions}}
 
{{FieldOptions}}
  
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===Types of Custom Fields===
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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.
  
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{| border="1"
 +
|-
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||'''Field Name'''
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||'''Field Type'''
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||'''Description'''
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|-
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||Lookup - Autocomplete Options
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||Common Input
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|-
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||Text Box - Date
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||Common Input
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|-
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||Text Box - Date and Time
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||Common Input
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|-
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||[[Custom Field Type: Text Box - Email]]
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||Common Input
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|-
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||Text Box - Number
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||Common Input
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|-
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||Text Box - Phone Number
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||Common Input
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||Input a phone number, with options for automatic formatting.
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|-
 +
||Select One - Dropdown List
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||Common Input
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|-
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||Select One - Radio Buttons
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||Common Input
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|-
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||[[Custom Field Type: Text Box - Text Multiple Lines]]
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||Common Input
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|-
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||[[Custom Field Type: Text – Single Line]]
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||Common Input
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|-
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||[[Custom Field Type: Upload - Image]]
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||Common Input
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|-
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||[[Custom Field Type: Upload - Multiple Files Storage]]
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||Common Input
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|-
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||[[Custom Field Type: Upload - Single File Storage]]
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||Common Input
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|-
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||Display - Instructions
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||Display Control
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|-
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||[[Custom_Field_Type:_Display_-_Text]]
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||Display Control
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|-
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||[[Custom_Field_Type:_Display_-_Text_and_Variables]]
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||Display Control
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|-
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||Layout - Tabbed Section
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||Display Control
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|-
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||Layout - Title Bar
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||Display Control
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|-
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||[[Custom_Field_Type:_Computed_-_Auto_Number]]
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||Computed Input
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|-
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||Computed - Calculated Date
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||Computed Input
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|-
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||Computed - Calculated Number
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||Computed Input
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|-
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||Computed - Calculated Value
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||Computed Input
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|-
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||[[_Computed_-_Hidden_Value]]
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||Computed Input
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|-
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||Computed - Variable Value
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||Computed Input
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|-
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||Computed - Variable Number
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||Computed Input
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|-
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||Computed - Variable Date
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||Computed Input
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|-
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||[[Custom Field Type: Special - Advanced Data Table]]
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||Special Input
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|-
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||[[Custom Field Type: Special - Basic Data Table]]
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||Special Input
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|-
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||Select One - Dynamic Dropdown List
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||Special Input
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|-
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||Select One - Dynamic Radio Buttons
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||Special Input
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|-
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||[[Custom Field Type: Special – Browser Script]]
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||Special Input
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|-
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||Special - Geo Mapping
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||Special Input
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|-
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||Special - Hand Drawing
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||Special Input
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|-
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||[[Custom Field Type: Special – MS Word Merge]]
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||Special Input
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|-
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||Special - Question Set Builder
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||Special Input
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|-
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||[[Custom Field Type: Special - Rich Text]]
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||Special Input
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|-
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||[[Custom Field Type: Special - Web Page View]]
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||Special Control
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|-
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||[[Custom Field Type: Special - Address Lookup]]
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||Classic
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|-
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||[[Custom Field Type: Special – Auto Save]]
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||Classic
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|-
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||[[Custom Field Type: Special – Barcode]]
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||Classic
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|-
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||[[Custom Field Type: Special – ePad Signature]]
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||Classic
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|-
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||Display - External Organization Details
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||Classic
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|-
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||[[Custom Field Type: Lookup – External Organization]]
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||Classic
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|-
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||[[Custom Field Type: Lookup – External People]]
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||Classic
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|-
 +
||[[Custom Field Type: Lookup – ICD Code]]
 +
||Classic
 +
|-
 +
||[[Custom Field Type: Select One - Internal Organization Dropdown List]]
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||Classic
 +
|-
 +
||[[Custom Field Type: Select One - Internal People Dropdown List]]
 +
||Classic
 +
|-
 +
||[[Select One - Ledger Code Dropdown List]]
 +
||Classic
 +
|-
 +
||[[Custom Field Type: Lookup – NAIC Codes]]
 +
||Classic
 +
|-
 +
||[[Custom Field Type: Lookup - Organization and People]]
 +
||Classic
 +
|-
 +
||[[Custom Field Type: Special - Password Protected Text]]
 +
||Classic
 +
|}
  
 
<!--'''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.-->
 
<!--'''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.-->
 
[[Category:Universal Tracking Application|Universal Tracking Application]]
 
[[Category:Universal Tracking Application|Universal Tracking Application]]

Revision as of 13:51, 30 August 2018

Construction warning.png Please note that this page is currently under construction. There is more information to come.

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 mainly of custom fields--such as the Universal Tracking Application--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 get your feet wet:

Common Field Options

Custom Fields share many of the same setup options, so we've listed them here. Please see below:

Field Options

Option Description Format
Custom Field ID The unique ID number associated with the custom field. Not Applicable
Field Type The list of available Field Types. @fieldtype@
Field Name The name of the field, used internally to reference the user's input; @fieldname@
Caption  The leading question or prologue before the field. @caption@
Display Order  The order (relative to other fields) in which this field is displayed. @displayorder@
Description Definition and general description of the custom field. Will not be displayed. @description@


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.

Field Name Field Type Description
Lookup - Autocomplete Options Common Input
Text Box - Date Common Input
Text Box - Date and Time Common Input
Custom Field Type: Text Box - Email Common Input
Text Box - Number Common Input
Text Box - Phone Number Common Input Input a phone number, with options for automatic formatting.
Select One - Dropdown List Common Input
Select One - Radio Buttons Common Input
Custom Field Type: Text Box - Text Multiple Lines Common Input
Custom Field Type: Text – Single Line Common Input
Custom Field Type: Upload - Image Common Input
Custom Field Type: Upload - Multiple Files Storage Common Input
Custom Field Type: Upload - Single File Storage Common Input
Display - Instructions Display Control
Custom_Field_Type:_Display_-_Text Display Control
Custom_Field_Type:_Display_-_Text_and_Variables Display Control
Layout - Tabbed Section Display Control
Layout - Title Bar Display Control
Custom_Field_Type:_Computed_-_Auto_Number Computed Input
Computed - Calculated Date Computed Input
Computed - Calculated Number Computed Input
Computed - Calculated Value Computed Input
_Computed_-_Hidden_Value Computed Input
Computed - Variable Value Computed Input
Computed - Variable Number Computed Input
Computed - Variable Date Computed Input
Custom Field Type: Special - Advanced Data Table Special Input
Custom Field Type: Special - Basic Data Table Special Input
Select One - Dynamic Dropdown List Special Input
Select One - Dynamic Radio Buttons Special Input
Custom Field Type: Special – Browser Script Special Input
Special - Geo Mapping Special Input
Special - Hand Drawing Special Input
Custom Field Type: Special – MS Word Merge Special Input
Special - Question Set Builder Special Input
Custom Field Type: Special - Rich Text Special Input
Custom Field Type: Special - Web Page View Special Control
Custom Field Type: Special - Address Lookup Classic
Custom Field Type: Special – Auto Save Classic
Custom Field Type: Special – Barcode Classic
Custom Field Type: Special – ePad Signature Classic
Display - External Organization Details Classic
Custom Field Type: Lookup – External Organization Classic
Custom Field Type: Lookup – External People Classic
Custom Field Type: Lookup – ICD Code Classic
Custom Field Type: Select One - Internal Organization Dropdown List Classic
Custom Field Type: Select One - Internal People Dropdown List Classic
Select One - Ledger Code Dropdown List Classic
Custom Field Type: Lookup – NAIC Codes Classic
Custom Field Type: Lookup - Organization and People Classic
Custom Field Type: Special - Password Protected Text Classic

Pages in category ‘Custom Fields’

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

A

B

C

D

E

F

H

I

J

L

M

P

R

S

T

U

V

W

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