Changes

A '''Custom Field''' is the basic unit of data storage that you attach to an object such as a [[User|contact]], a [[User Role|role]], an activity type or company.

Many areas in SmartSimple are comprised mainly of custom fields--such fields—such as the Universal Tracking Application--so {{UTA}}—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: * [[Custom Fields – General Information]]* [[Field Permissions]]* [[General Tips when Creating Custom Fields]]* [[Visibility Condition]]

<!--===Common Field Options===

<span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name="FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="1"><span class="mceNonEditable template" id="bs_template:@@@TPL1@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="1">{{ FieldOptions}}</span></span></span></span></span>-->===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.<br />

{| class==See Also=="wikitable"|-||'''Field Name'''||'''Field Type'''||'''Description'''|-||[[Lookup - Autocomplete Options]]||Common Input||Displays a set of values in an Ajax lookup box.|-||[[Custom Field Type: Text Box - Date]]||Common Input||Enables a calendar for date selection.|-||[[Custom Field Type: Text Box - Date and Time]]||Common Input||Enables calendar and clock, for date and time selection.|-||[[Custom Field Type: Text Box - Email]]||Common Input||Text box for an email address. Automatic validation.|-||[[Custom Field Type: Text Box - Number]]||Common Input||Text box that includes formatting options for number display.|-||[[Custom Field Type: Text Box - Phone Number]]||Common Input||Input a phone number, with options for automatic formatting.|-||[[Custom Field Type: Select Many – Check Boxes]]||Common Input||Creates a set of check-boxes, from which your users can select more than one value.|-||[[Custom Field Type: Select One - Dropdown List]]||Common Input||Populate a drop-down list with your chosen options. Recommended for longer lists.|-||[[Custom Field Type: Select One - Radio Buttons]]||Common Input||Configure a different type of selection list. Good for short lists of options.|-||[[Custom Field Type: Text Box - Text Multiple Lines]]||Common Input||Displays multiple lines of text.|-||[[Custom Field Type: Text Box– 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.|-||[[Custom Field Type: Display - Instructions]]||Display Control||Creates a static text box, in which to display instructions to users.|-||[[Custom_Field_Type:_Display_-_Text]]||Display Control||A read-only version of another field.|-||[[Custom_Field_Type:_Display_-_Text_and_Variables]]||Display Control||A read-only field that can display text, HTML, variables, and expressions.|-||[[Custom Field Type: Layout - Tabbed Section]]||Display Control||Create a section with tabs.|-||[[Custom Field Type: Layout - Title Bar]]||Display Control||Displays a title bar, to help arrange your data.|-||[[Custom_Field_Type:_Computed_-_Auto_Number]]||Computed Input||Generate unique sequential numbers, to be stored in the field.|-||[[Custom Field Type: Computed - Calculated Date]]||Computed Input||Executes an expression to calculate a date and store the result.|-||[[Custom Field Type: Computed - Calculated Number]]||Computed Input||Executes an expression to calculate a number and store the result.|-||[[Custom Field Type: Computed - Calculated Value]]||Computed Input||Executes an expression to calculate a value and store the result.|-||[[_Computed_-_Hidden_Value]]||Computed Input||Store a hidden value, for use in other fields or reports.|-||[[Computed - Variable Value]]||Computed Input|-||[[Computed - Variable Number]]||Computed Input|-||[[Computed - Variable Date]]||Computed Input|-||[[Custom Field Type: Special - Advanced Data Table]]||Special Input||Create a larger worksheet or table, that opens in its own window. Formatted using XML by default.|-||[[Custom Field Type: Special - Basic Data Table]]||Special Input||Create a basic table in-line on the page.|-||[[Select One - Dynamic Dropdown List]]||Special Input||Create sets of fields that are dependent on a value selected from the Dynamic Dropdown List.|-||[[Custom Field Type: Special - Linked Record List]]||Special Input||Display a list of linked records inline on the page.|-||[[Select One - Dynamic Radio Buttons]]||Special Input||Create sets of fields that are dependent on a value selected from the Dynamic Radio Buttons.|-||[[Custom Field Type: Special – Browser Script]]||Special Control||Create a JavaScript function, to be run on the page where it is located.|-||[[Custom Field Type: Special - Geo Mapping]]||Special Input||Highlight geographic locations on a map.|-||[[Custom Field Type: Special – Hand Drawing]]||Special Input||Capture an image or pattern drawn using a mouse in the input area.|-||[[Custom Field Type: Special – MS Word Merge]]||Special Control||Create an MS Word document, using SmartSimple data.|-||[[Custom Field Type: Special - Question Set Builder]]||Special Input||Allows users to create their own customized field sets without being an administrator.|-||[[Custom Field Type: Special - Rich Text]]||Special Input||A text box that uses an HTML Editor for additional formatting.|-||[[Custom Field Type: Special - Web Page View]]||Special Control||Allows you to create a virtual document using SmartSimple data. The document can also be converted to PDF and downloaded, if so configured.|-||[[Custom Field Type: Special - Address Lookup]]||Classic||Lookup addresses associated with Level 2 Contacts.|-||[[Custom Field Type: Special – Auto Save]]||Classic||Can only be used to auto-save a Level 1 record, using a specified interval.|-||[[Custom Field Type: Special – Barcode]]||Classic||Converts another field's value to a barcode image.|-||[[Custom Field Type: Special – ePad Signature]]||Classic||Captures and stores a written signature. (used in conjunction with a signature pad)|-||[[Display - External Organization Details]]||Classic||Displays the organization details from an associated [[Custom Field Type: Lookup – External Organization| Lookup - External Organization]] field.|-||[[Custom Field Type: Lookup – External Organization]]||Classic||Look up an external organization and store the name.|-||[[Custom Field Type: Lookup – External People]]||Classic||Lookup and store the names of external people.|-||[[Custom Field Type: Lookup – ICD Code]]||Classic||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).|-||[[Custom Field Type: Select One - Internal Organization Dropdown List]]||Classic||Look up internal entities and store the name.|-||[[Custom Field Type: Select One - Internal People Dropdown List]]||Classic||Look up an internal person and store a single name. Data is read-only.|-||[[Select One - Ledger Code Dropdown List]]||Classic||Links the field to the set of account codes stored in [[Global Settings]] > [[Business & System Configuration|System Configuration]] > [[Ledger Codes]].|-* ||[[Custom Fields Field Type: Lookup – General InformationNAIC Codes]]||Classic||Display a list of NAIC codes ((North American Industry Classification System).|-||[[Custom Field Type: Lookup - Organization and People]]||Classic||Look up both internal and external organization names and people. Data is read-only.|-||[[Custom Field Type: Special - Password Protected Text]]||Classic||Create a password-protected field.|}

[[Category:Universal Tracking Application| CuUniversal Tracking Application]]