Difference between revisions of "UTA Standard Field Settings"

Revision as of 15:38, 14 May 2009

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 Permissions 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.

Examples 1. To make the field visible after 06 February 2009.

  now()>'2009-02-06' 

2. To make the field visible for a role # 9999

  ',@me.rolelist@,' REGEXP ',9999,' =1

3. To make the field hidden for a role # 9999

  ',@me.rolelist@,' REGEXP ',9999,' = 0

4. More Examples,

  '@Destination City@'='Toronto' 
  '@Type@'!='Contract'

Note: remember to include the @fieldname@ in single quotes.