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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 as the {{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===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: Address ValidationText Box - Date]]# ||Common Input||Enables a calendar for date selection.|-||[[Custom Field Type: Creation – Created ByText Box - Date and Time]]# ||Common Input||Enables calendar and clock, for date and time selection.|-||[[Custom Field Type: Creation – Creation DateText Box - Email]]# ||Common Input||Text box for an email address. Automatic validation.|-||[[Custom Field Type: Display Only – External Entity DetailsText Box - Number]]# ||Common Input||Text box that includes formatting options for number display.|-||[[Custom Field Type: Display Only – ImageText Box - Phone Number]]# ||Common Input||Input a phone number, with options for automatic formatting.|-||[[Custom Field Type: Display Only Select Many – Text or System ObjectCheck Boxes]]# ||Common Input||Creates a set of check-boxes, from which your users can select more than one value.|-||[[Custom Field Type: Display Only – Web Page ViewSelect One - Dropdown List]]# ||Common Input||Populate a drop-down list with your chosen options. Recommended for longer lists.|-||[[Custom Field Type: Display Only – Web Page View Select One - TabbedRadio Buttons]]# ||Common Input||Configure a different type of selection list. Good for short lists of options.|-||[[Custom Field Type: Dynamic Data – Data GridText Box - Text Multiple Lines]]# ||Common Input||Displays multiple lines of text.|-||[[Custom Field Type: Dynamic Data – Dynamic Control FieldText Box– Text Single Line]]# ||Common Input||Displays a single line of text.|-||[[Custom Field Type: Link – EmailUpload - Image]]# ||Common Input||Displays an uploaded image.|-||[[Custom Field Type: Link – Upload - Multiple FilesStorage]]# ||Common Input||Stores multiple files in a single field.|-||[[Custom Field Type: Link – Upload - Single FileStorage]]# ||Common Input||Stores a single file to a field.|-||[[Custom Field Type: Link – SmartFolderDisplay - Instructions]]# ||Display Control||Creates a static text box, in which to display instructions to users.|-||[[Custom Field TypeCustom_Field_Type: Link – Website_Display_-_Text]]# ||Display Control||A read-only version of another field.|-||[[Custom Field TypeCustom_Field_Type: Lookup – Entity and People_Display_-_Text_and_Variables]]# ||Display Control||A read-only field that can display text, HTML, variables, and expressions.|-||[[Custom Field Type: Lookup – External EntityLayout - Tabbed Section]]# ||Display Control||Create a section with tabs.|-||[[Custom Field Type: Lookup – External PeopleLayout - Title Bar]]# ||Display Control||Displays a title bar, to help arrange your data.|-||[[Custom Field TypeCustom_Field_Type: Lookup _Computed_- NAIC Codes_Auto_Number]]# ||Computed Input||Generate unique sequential numbers, to be stored in the field.|-||[[Custom Field Type: MS Word MergeComputed - Calculated Date]]# ||Computed Input||Executes an expression to calculate a date and store the result.|-||[[Custom Field Type: Read Only – System VariablesComputed - Calculated Number]]# ||Computed Input||Executes an expression to calculate a number and store the result.|-||[[Custom Field Type: Read Only – TextComputed - 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: Select Many – Check BoxesSpecial - 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 Many – One - Dynamic Dropdown List Box]]# ||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 Many – Scrolling Check BoxOne - Dynamic Radio Buttons]]# ||Special Input||Create sets of fields that are dependent on a value selected from the Dynamic Radio Buttons.|-||[[Custom Field Type: Select One Special – Combo BoxBrowser Script]]# ||Special Control||Create a JavaScript function, to be run on the page where it is located.|-||[[Custom Field Type: Select One – Internal EntitySpecial - Geo Mapping]]# ||Special Input||Highlight geographic locations on a map.|-||[[Custom Field Type: Select One Special – Internal PeopleHand Drawing]]# ||Special Input||Capture an image or pattern drawn using a mouse in the input area.|-||[[Custom Field Type: Select One Special – Ledger CodeMS Word Merge]]# ||Special Control||Create an MS Word document, using SmartSimple data.|-||[[Custom Field Type: Select One – MultiSpecial -Level ComboQuestion Set Builder]]# ||Special Input||Allows users to create their own customized field sets without being an administrator.|-||[[Custom Field Type: Special – Auto Number- Rich Text]]# ||Special Input||A text box that uses an HTML Editor for additional formatting.|-||[[Custom Field Type: Special – Auto Save- 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 – Browser Script- Address Lookup]]# ||Classic||Lookup addresses associated with Level 2 Contacts.|-||[[Custom Field Type: Special – Calculated ValueAuto Save]]# ||Classic||Can only be used to auto-save a Level 1 record, using a specified interval.|-||[[Custom Field Type: Special – Color CodeBarcode]]# ||Classic||Converts another field's value to a barcode image.|-||[[Custom Field Type: Special – Drawing PadePad 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: Special Lookup – ePad SignatureExternal Organization| Lookup - External Organization]]field.# |-||[[Custom Field Type: Special Lookup – Hidden ValueExternal Organization]]# ||Classic||Look up an external organization and store the name.|-||[[Custom Field Type: Special Lookup – TimerExternal People]]# ||Classic||Lookup and store the names of external people.|-||[[Custom Field Type: Store Values Lookup – System VariablesICD Code]]# ||Classic||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).|-||[[Custom Field Type: Text – Multiple LinesSelect One - Internal Organization Dropdown List]]# ||Classic||Look up internal entities and store the name.|-||[[Custom Field Type: Text – Password ProtectedSelect 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: Text Lookup – Rich TextNAIC Codes]]# ||Classic||Display a list of NAIC codes ((North American Industry Classification System).|-||[[Custom Field Type: Text – Single LineLookup - Organization and People]]# ||Classic||Look up both internal and external organization names and people. Data is read-only.|-||[[Custom Field Type: Title Bar – Multiple ColumnsSpecial - Password Protected Text]]||Classic||Create a password-protected field.|}

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