Category:Custom Fields

This category contains articles related to Custom Fields.

Pages in category ‘Custom Fields’

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

A

• Adding a Button that Runs a JavaScript
• Adding Custom Fields to an Applicant Profile
• Advanced Custom Fields
• Allowing Only One Check Box to be Selected
• Attach a PDF to a Web Page View

B

• Batch Update Custom Field Settings
• Built-in Code Sets

C

• Caption
• Category Type - Field Availability
• Changing Text to Uppercase or Lowercase
• Computed - Variable Number
• Computed - Variable Value
• Conditional Lists of Values
• Configuration mode
• Control Page Breaks and Page Orientation With SmartField PDF Options
• Counting Business Days between Two Dates
• Creating Custom Fields
• Custom Field IDs
• Custom Field Import Wizard
• Custom Field Language Settings
• Custom Field Type: Computed - Auto Number
• Custom Field Type: Computed - Calculated Date
• Custom Field Type: Computed - Calculated Number
• Custom Field Type: Computed - Calculated Value
• Custom Field Type: Computed - Hidden Value
• Custom Field Type: Display - Instructions
• Custom Field Type: Display - Text
• Custom Field Type: Display - Text and Variables
• Custom Field Type: Display Only – External Organization Details
• Custom Field Type: Layout - Tabbed Section
• Custom Field Type: Layout - Title Bar
• Custom Field Type: Lookup - Autocomplete Options
• Custom Field Type: Lookup - Organization and People
• Custom Field Type: Lookup – External Organization
• Custom Field Type: Lookup – External People
• Custom Field Type: Lookup – ICD Code
• Custom Field Type: Lookup – NAIC Codes
• Custom Field Type: Select Many – Check Boxes
• Custom Field Type: Select One - Dropdown List
• Custom Field Type: Select One - Internal Organization Dropdown List
• Custom Field Type: Select One - Internal People Dropdown List
• Custom Field Type: Select One - Ledger Code Dropdown List
• Custom Field Type: Select One – Combo Box
• Custom Field Type: Special - Address Lookup
• Custom Field Type: Special - Advanced Data Table
• Custom Field Type: Special - Basic Data Table
• Custom Field Type: Special - Geo Mapping
• Custom Field Type: Special - Password Protected Text
• Custom Field Type: Special - Question Set Builder
• Custom Field Type: Special - Rich Text
• Custom Field Type: Special - Web Page View
• Custom Field Type: Special – Auto Save
• Custom Field Type: Special – Barcode
• Custom Field Type: Special – Browser Script
• Custom Field Type: Special – Calculated Value
• Custom Field Type: Special – ePad Signature
• Custom Field Type: Special – Hand Drawing
• Custom Field Type: Special – MS Word Merge
• Custom Field Type: Text Box - Date
• Custom Field Type: Text Box - Date and Time
• Custom Field Type: Text Box - Email
• Custom Field Type: Text Box - Number
• Custom Field Type: Text Box - Phone Number
• Custom Field Type: Text Box - Text Multiple Lines
• Custom Field Type: Text Box– Text Single Line
• Custom Field Type: Upload - Image
• Custom Field Type: Upload - Multiple Files Storage
• Custom Field Type: Upload - Single File Storage
• Custom fields
• Custom Field Type: Special - Linked Record List
• Custom Fields – General Information
• Template:CustomFieldPageFooter

D

• Display - External Organization Details
• Display Additional File Attributes for PDF Documents
• Display order
• Document Management

E

• Edit Data
• Enable Translation Service
• Enhanced Custom Field Instructions Display

F

• Field Data
• Field Permissions
• File Name Restriction
• File Size Upload Limitations and Upload Times
• File Type Restriction

H

• How Calculated Custom Fields Work
• How do I change the styles on a custom field?
• How do I create a hyperlink from a company lookup?
• HTML Tag

I

• Importing External Contacts
• Including Check Boxes on an MS Word Merge Document
• Including XML on an MS Word Merge Document
• Indexing Multiple and Single File Fields
• IsHoliday

J

• JavaScript Validation

L

• Label Display Options
• Ledger Codes

M

• Making a Check Box Field behave as Radio Button - Select One
• Making a field under a show/hide header mandatory
• Making Company Standard Fields Mandatory
• Making Contact Standard Fields Mandatory
• Maximum Length
• Media Library
• Meta Data

P

• PDF Annotation
• Permission Quick Edit
• Phone Number Field Validation
• Policy Field Sets and Policies

R

• Removing Special Characters
• Reporting on Custom Fields
• Role Based Custom Fields
• Role Field Permissions
• Role Type - Field Availability

S

• Search Custom Fields
• Searching for Custom Field Settings Using a Report
• Select One - Dynamic Dropdown List
• Select One - Dynamic Radio Buttons
• Setting a Chart as a Custom Field
• Show/Hide Header
• SmartField View
• Ssescape
• SSlogic
• Status Field Permissions
• Stored value
• Subtract business days from a given date

T

• The Musings of Chin - Best Practice: Correct Data Formats
• Tool Tip
• Track Changes
• Transaction Custom and Standard Field Types
• Translation Import/Export
• Type Field Permissions

U

• Update History
• Updateable Web Page View Fields
• Useful Field Values
• Using a Check Box to run a JavaScript
• Using an HTML Tag to Create Action Events
• Using Special Characters in Web Page View
• Using Variables as Default Values in Single Line and Multi-line Text Box Custom Fields
• UTA Peers Combo - Level 3
• UTA Peers Combo Box
• UTA Roles for Field Access instead of System Roles

V

• Validation Message
• Value Stores To
• Visibility Condition

W

• Web Page View - Enable Password Protection
• Web Page View Field
• Web Page View Field Variables