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===Overview===Many areas in SmartSimple are comprised primarily 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 help you familiarize yourself with Custom Fields: * [http[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"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="2"><span class="mceNonEditable template" id="bs_template:@@@TPL2@@@" data-bs-name=" FieldOptions" data-bs-type="template" data-bs-id="2">{{ FieldOptions }}</span></span></span></span></span></span></wwwspan>-->===Types of Custom Fields===There are many types of custom fields, each designed for a specific purpose.smartsimpleIt's a good idea to familiarize yourself with them to gain a better understanding of what they do.org/wiki/indexWe've compiled a list of every type; feel free to click through and learn how they work.php<br /Custom_Field_Type_%2856%29>'''Note''':_Creation_%E2%80%93_Created_By 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 (56): Creation Select Many – Created ByCheck Boxes]]||Common Input||Creates a set of check-boxes, from which your users can select more than one value.|-* ||[[httpCustom Field Type://wwwSelect One - Dropdown List]]||Common Input||Populate a drop-down list with your chosen options. Recommended for longer lists.smartsimple|-||[[Custom Field Type: Select One - Radio Buttons]]||Common Input||Configure a different type of selection list.org/wiki/indexGood for short lists of options.php/Custom_Field_Type_%2855%29|-||[[Custom Field Type:_Creation_%E2%80%93_Creation_Date Text Box - Date]]||Common Input||Enables a calendar for date selection.|-||[[Custom Field Type (55): Creation – Creation Text Box - Dateand Time]]||Common Input||Enables calendar and clock, for date and time selection.|-* ||[[httpCustom Field Type://wwwText Box - Email]]||Common Input||Text box for an email address.smartsimpleAutomatic validation.org/wiki/index|-||[[Custom Field Type: Text Box - Number]]||Common Input||Text box that includes formatting options for number display.php/Custom_Field_Type_%2896%29|-||[[Custom Field Type:_Display_Only_%E2%80%93_External_Entity_Details Text Box - Phone Number]]||Common Input||Input a phone number, with options for automatic formatting.|-||[[Custom Field Type (96): Display Only – External Entity DetailsText Box - Text Multiple Lines]]* ||Common Input||Displays multiple lines of text.|-||[[httpCustom Field Type://wwwText Box– Text Single Line]]||Common Input||Displays a single line of text.smartsimple|-||[[Custom Field Type: Upload - Image]]||Common Input||Displays an uploaded image.org/wiki/index|-||[[Custom Field Type: Upload - Multiple Files Storage]]||Common Input||Stores multiple files in a single field.php/Custom_Field_Type_%2834%29|-||[[Custom_Field_Type:_Display_Only_%E2%80%93_Image _Computed_-_Auto_Number]]||Computed Input||Generate unique sequential numbers, to be stored in the field.|-||[[Custom Field Type (34): Display Only – ImageComputed - Calculated Date]]* ||Computed Input||Executes an expression to calculate a date and store the result.|-||[[httpCustom Field Type://wwwComputed - Calculated Number]]||Computed Input||Executes an expression to calculate a number and store the result.smartsimple|-||[[Custom Field Type: Computed - Calculated Value]]||Computed Input||Executes an expression to calculate a value and store the result.org/wiki/index|-||[[_Computed_-_Hidden_Value]]||Computed Input||Store a hidden value, for use in other fields or reports.php/Custom_Field_Type_%2836%29|-||[[Computed - Variable Date]]||Computed Input|-||[[Computed - Variable Number]]||Computed Input|-||[[Computed - Variable Value]]||Computed Input|-||[[Custom Field Type:_Display_Only_%E2%80%93_Text_or_System_Variable Lookup – ICD Code]]||Special Input||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).|-||[[Custom Field Type : Lookup – MeSH Codes]]||Special Input||Display a list of MeSH codes (36Medical Subject Headings). The Medical Subject Headings (MeSH) thesaurus is a controlled and hierarchically-organized vocabulary produced by the National Library of Medicine.|-||[[Custom Field Type: Lookup – NACE Codes]]||Special Input||Display Only a list of NACE codes (Nomenclature of Economic Activities).|-||[[Custom Field Type: Lookup – Text or NAIC Codes]]||Special Input||Display a list of NAIC codes (North American Industry Classification System Variable).|-||[[Select One - Dynamic Dropdown List]]||Special Input||Create sets of fields that are dependent on a value selected from the Dynamic Dropdown List.|-||[[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 - Advanced Data Table]]* ||Special Input||Create a larger worksheet or table, that opens in its own window. Formatted using XML by default.|-||[[httpCustom Field Type://wwwSpecial - Basic Data Table]]||Special Input||Create a basic table in-line on the page.smartsimple|-||[[Custom Field Type: Special - Geo Mapping]]||Special Input||Highlight geographic locations on a map.org/wiki/index|-||[[Custom Field Type: Special – Hand Drawing]]||Special Input||Capture an image or pattern drawn using a mouse in the input area.php/Custom_Field_Type_%28110%29|-||Custom Field Type:_Display_Only_%E2%80%93_Web_Page_View Special - Like Button Rating||Special Input||Display a like button which can be utilized to display approval or tally votes.|-||[[Custom Field Type (110): Special - Linked Record List]]||Special Input||Display Only – Web Page Viewa list of linked records inline on the page.|-||[[Custom Field Type: Special - Question Set Builder]]* ||Special Input||Allows users to create their own customized field sets without being an administrator.|-||[[httpCustom Field Type://wwwSpecial - Rich Text]]||Special Input||A text box that uses an HTML Editor for additional formatting.smartsimpleThis field type should be used sparingly to prevent security risks.org/wiki/index|-||[[Custom Field Type: Display - Countdown Timer]]||Display Control||Creates a countdown timer display, with multiple styling templates available.php/Custom_Field_Type_%2888%29Select from an active [[Custom Field Type:_Dynamic_Data_%E2%80%93_Data_Grid Text Box - Date]] or [[Custom Field Type (88): Dynamic Data – Data GridText Box - Date and Time]]field, and the timer will automatically display the amount of time remaining before the selected date and time on the record. |-* ||[[httpCustom Field Type://wwwDisplay - Instructions]]||Display Control||Creates a static text box, in which to display instructions to users.smartsimple|-||[[Custom_Field_Type:_Display_-_Text]]||Display Control||A read-only version of another field.org/wiki/index|-||[[Custom_Field_Type:_Display_-_Text_and_Variables]]||Display Control||A read-only field that can display text, HTML, variables, and expressions.php/Custom_Field_Type_%2887%29:_Dynamic_Data_%E2%80%93_Dynamic_Control_Field |-||[[Custom Field Type (87): Dynamic Data – Dynamic Layout - Tabbed Section]]||Display Control ||Create a section with tabs.|-||[[Custom FieldType: Layout - Title Bar]]* ||Display Control||Displays a title bar, to help arrange your data.|-||[[httpCustom Field Type://wwwSpecial – Browser Script]]||Special Control||Create a JavaScript function, to be run on the page where it is located.smartsimple|-||Custom Field Type: Special – Chart||Special Control||Create a chart to display on your record.org/wiki/indexChart options include: Bar, Horizontal Bar, Line, and Area charts.php/Custom_Field_Type_%2837%29|-||Custom Field Type:_Link_%E2%80%93_Email Special – Consumer Creation Button Container||Special Control||Display a Consumer Creation Button on a record, allowing you to create new records from the Provider UTA, without navigating to another UTA.|-||[[Custom Field Type (37): Link Special – EmailMS Word Merge]]* ||Special Control||Create an MS Word document, using SmartSimple data.|-||[[httpCustom Field Type://wwwSpecial - Web Page View]]||Special Control||Allows you to create a virtual document using SmartSimple data.smartsimpleThe document can also be converted to PDF and downloaded, if so configured.org/wiki/index|-||[[Display - External Organization Details]]||Classic||Displays the organization details from an associated [[Custom Field Type: Lookup – External Organization| Lookup - External Organization]] field.php/Custom_Field_Type_%2880%29|-||[[Custom Field Type:_Link_%E2%80%93_Multiple_Files Lookup – External Organization]]||Classic||Look up an external organization and store the name.|-||[[Custom Field Type (80): Link Lookup – Multiple FilesExternal People]]||Classic||Lookup and store the names of external people.|-||[[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: Select One - Internal Organization Dropdown List]]* ||Classic||Look up internal entities and store the name.|-||[[httpCustom Field Type://wwwSelect One - Internal People Dropdown List]]||Classic||Look up an internal person and store a single name.smartsimpleData is read-only.org/wiki/index|-||[[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]].php/Custom_Field_Type_%2833%29|-||[[Custom Field Type:_Link_%E2%80%93_Single_File Special - Address Lookup]]||Classic||Lookup addresses associated with Level 2 Contacts.|-||[[Custom Field Type (33): Link Special – Single FileAuto Save]]* ||Classic||Can only be used to auto-save a Level 1 record, using a specified interval.|-||[[httpCustom Field Type://wwwSpecial – Barcode]]||Classic||Converts another field's value to a bar code image.smartsimple|-||[[Custom Field Type: Special – ePad Signature]]||Classic||Captures and stores a written signature.org/wiki/index(used in conjunction with a signature pad).php/Custom_Field_Type_%2832%29:_Link_%E2%80%93_SmartFolder |-||[[Custom Field Type (32): Link – SmartFolderUpload - Single File Storage]]||Classic||Stores a single file to a field.|} [[Category:Universal Tracking Application|Universal Tracking Application]]