Difference between revisions of "Category:Custom Fields"
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Revision as of 11:28, 30 August 2018
 Please note that this page is currently under construction. There is more information to come.
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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.
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@ |
Feature Articles
If you're not sure where to start, below are a few good articles to get your feet wet:
- Custom Fields – General Information
- Field Permissions
- General Tips when Creating Custom Fields
- Visibility Condition
Pages in category ‘Custom Fields’
The following 146 pages are in this category, out of 146 total.
A
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
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I
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- 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
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
