Category:Custom Fields

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