Difference between revisions of "Category:Custom Fields"

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'''Note''': the more complex field types will not display in the list when creating a new custom field, unless Advanced Options is first toggled on in the upper right of the field setup screen.
 
[[Category:Universal Tracking Application|Universal Tracking Application]]
 
[[Category:Universal Tracking Application|Universal Tracking Application]]

Revision as of 15:41, 30 August 2018

Construction warning.png 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 Displays multiple lines of text.
Custom Field Type: Text – Single Line Common Input Displays a single line of text.
Custom Field Type: Upload - Image Common Input Displays an uploaded image.
Custom Field Type: Upload - Multiple Files Storage Common Input Stores multiple files in a single field.
Custom Field Type: Upload - Single File Storage Common Input Stores a single file to a field.
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 Displays a title bar, to help arrange your data.
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

Note: the more complex field types will not display in the list when creating a new custom field, unless Advanced Options is first toggled on in the upper right of the field setup screen.

Pages in category ‘Custom Fields’

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

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