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Category:Custom Fields

1,877 bytes added, 19:20, 27 June 2019
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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:
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===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.
{| borderclass="1wikitable"
|-
||'''Field Name'''
||[[Custom Field Type: Text Box - Email]]
||Common Input
||Text box for an email address. Automatic validation.
|-
||[[Custom Field Type: Text Box - Number]]
||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]]
||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]]
||Create a section with tabs.
|-
||[[Custom Field Type: Layout - Title Bar]]
||Display Control
||Displays a title bar, to help arrange your data.
||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]]
||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
|-
||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]]
||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]]
||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]]
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