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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 [[User|contact]], a [[User Role|role]], an activity type or company.
===Overview===
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===
* [[Visibility Condition]]
<!--===Common Field Options===
Custom Fields share many of the same setup options, so we've listed them here. Please see below:
<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 />'''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.
{| class="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 Field Type: Lookup – NAIC 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|Universal Tracking Application]]
