Smartstaff
2,356
edits
Changes
m
no edit summary
: ''Main Article: [[Custom Fields – General Information]]''
For a simple application, when creating a new custom field, you can select from a predefined list of field types depending on the end use. For example, a record containing a simple field for “About” can have the field type '''Text Box - Multiple Lines'''. A field for “Shipping Address” could have the type '''Special - Geo Mapping'''. See [[:Category:Custom Field Types|Category: Custom Field Types]] for full list of available field types to choose from, including dropdowns, radio buttons, checkboxes, date pickers, and more.
Once you select the appropriate field type, you can also give the custom field a name in the database ('''Field Name''') and a display name that will be visible to users ('''Caption'''). The '''Display Order''' determines where in the form this custom field appears. The higher the number, the closer to the top of the form the field appears. A '''Description''' is not mandatory and will only be visible to '''Global Administrators''', however filling out a simple description for each custom field will make it easier to track changes and remember what each field is for.
: ''Main Article: [[Submit & Save Buttons|Submit & Save Buttons]]''
Submit & Save buttons are used to perform custom actions upon each record such as saving a record, changing the status, validate input, or add annotations. Like custom fields, submit and save buttons can also be customized to be active only for certain roles, statuses, or record categories. To access the settings of any individual custom field, navigate to the following:
* UTA - '''Configuration Settings''' > '''(Level 1)''' tab > '''Submit & Save Buttons''' * Organization - '''Global Settings''' > '''Organizations''' tab > '''Submit & Save Buttons''' * Users - '''Global Settings''' > '''Users''' tab > '''Submit & Save Buttons'''
===Record Layout Custom Fields===
To access the settings of any individual custom field, navigate to the following:
* UTA - Configuration Settings > (Level 1) tab > General Settings section > Custom Fields * Organization - Global Settings > Organizations tab > General Settings section > Custom Fields * Users - Global Settings > Users tab > General Settings section > Custom Fields