Changes

* [http://www===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.smartsimpleThe maximum number of custom fields that can be displayed on a single page is 400 total.org/wiki/indexNew fields can be created at any time, without affecting current data.php/Custom_Field_Type_%2856%29 ===Feature Articles===If you're not sure where to start, below are a few good articles to help you familiarize yourself with Custom Fields:_Creation_%E2%80%93_Created_By  * [[Custom Fields – General Information]]* [[Field Type (56): Creation – Created ByPermissions]]* [[General Tips when Creating Custom Fields]]* [http[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></wwwspan></span></span></span></span></span>-->===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_%2855%29>'''Note''':_Creation_%E2%80%93_Creation_Date 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 (55): Creation Select Many – Creation DateCheck 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.smartsimpleRecommended for longer lists.org/wiki/index.php/Custom_Field_Type_%2896%29:_Display_Only_%E2%80%93_External_Entity_Details |-||[[Custom Field Type (96): Display Only – External Entity DetailsSelect One - Radio Buttons]]* [http://www||Common Input||Configure a different type of selection list.smartsimpleGood for short lists of options.org/wiki/index.php/Custom_Field_Type_%2834%29:_Display_Only_%E2%80%93_Image |-||[[Custom Field Type (34): Display Only – ImageText Box - Date]]* ||Common Input||Enables a calendar for date selection.|-||[[httpCustom Field Type://wwwText Box - Date and Time]]||Common Input||Enables calendar and clock, for date and time selection.smartsimple.org/wiki/index.php/Custom_Field_Type_%2836%29:_Display_Only_%E2%80%93_Text_or_System_Variable |-||[[Custom Field Type (36): Display Only – Text or System VariableBox - Email]]* [http://www||Common Input||Text box for an email address.smartsimpleAutomatic validation.org/wiki/index.php/Custom_Field_Type_%28110%29:_Display_Only_%E2%80%93_Web_Page_View |-||[[Custom Field Type (110): Display Only – Web Page ViewText Box - Number]]* ||Common Input||Text box that includes formatting options for number display.|-||[[httpCustom Field Type://wwwText Box - Phone Number]]||Common Input||Input a phone number, with options for automatic formatting.smartsimple.org/wiki/index.php/Custom_Field_Type_%2888%29:_Dynamic_Data_%E2%80%93_Data_Grid |-||[[Custom Field Type (88): Dynamic Data – Data GridText Box - Text Multiple Lines]]* ||Common Input||Displays multiple lines of text.|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2887%29:_Dynamic_Data_%E2%80%93_Dynamic_Control_Field Custom Field Type (87): Dynamic Data – Dynamic Control FieldText Box– Text Single Line]]* ||Common Input||Displays a single line of text.|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2837%29:_Link_%E2%80%93_Email Custom Field Type (37): Link – EmailUpload - Image]]* ||Common Input||Displays an uploaded image.|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2880%29:_Link_%E2%80%93_Multiple_Files Custom Field Type (80): Link – Upload - Multiple FilesStorage]]||Common Input||Stores multiple files in a single field.* |-||[[httpCustom_Field_Type://www_Computed_-_Auto_Number]]||Computed Input||Generate unique sequential numbers, to be stored in the field.smartsimple.org/wiki/index.php/Custom_Field_Type_%2833%29:_Link_%E2%80%93_Single_File |-||[[Custom Field Type (33): Link – Single FileComputed - 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.org/wiki/index.php/Custom_Field_Type_%2832%29:_Link_%E2%80%93_SmartFolder |-||[[Custom Field Type (32): Link – SmartFolderComputed - Calculated Value]]* ||Computed Input||Executes an expression to calculate a value and store the result.|-||[[http://www_Computed_-_Hidden_Value]]||Computed Input||Store a hidden value, for use in other fields or reports.smartsimple.org/wiki/index.php/Custom_Field_Type_%2835%29:_Link_%E2%80%93_Website |-||[[Computed - Variable Date]]||Computed Input|-||[[Computed - Variable Number]]||Computed Input|-||[[Computed - Variable Value]]||Computed Input|-||[[Custom Field Type (35): Link Lookup – WebsiteICD Code]]* ||Special Input||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2876%29:_Lookup_%E2%80%93_Entity_and_People Custom Field Type (76): Lookup – Entity and PeopleMeSH Codes]]* [http://www||Special Input||Display a list of MeSH codes (Medical Subject Headings).smartsimpleThe Medical Subject Headings (MeSH) thesaurus is a controlled and hierarchically-organized vocabulary produced by the National Library of Medicine.org/wiki/index.php/Custom_Field_Type_%2895%29:_Lookup_%E2%80%93_External_Entity |-||[[Custom Field Type (95): Lookup – External EntityNACE Codes]]* ||Special Input||Display a list of NACE codes (Nomenclature of Economic Activities).|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2875%29:_Lookup_%E2%80%93_External_People Custom Field Type (75): Lookup – External PeopleNAIC Codes]]* ||Special Input||Display a list of NAIC codes (North American Industry Classification System).|-||[[http://wwwSelect One - Dynamic Dropdown List]]||Special Input||Create sets of fields that are dependent on a value selected from the Dynamic Dropdown List.smartsimple|-||[[Select One - Dynamic Radio Buttons]]||Special Input||Create sets of fields that are dependent on a value selected from the Dynamic Radio Buttons.org/wiki/index.php/Custom_Field_Type_%28109%29:_Read_Only_%E2%80%93_System_Variables |-||[[Custom Field Type (109): Read Only – System VariablesSpecial - Advanced Data Table]]* [http://www||Special Input||Create a larger worksheet or table, that opens in its own window.smartsimpleFormatted using XML by default.org/wiki/index.php/Custom_Field_Type_%2839%29:_Read_Only_%E2%80%93_Text |-||[[Custom Field Type (39): Read Only – TextSpecial - Basic Data Table]]* ||Special Input||Create a basic table in-line on the page.|-||[[httpCustom Field Type://wwwSpecial - Geo Mapping]]||Special Input||Highlight geographic locations on a map.smartsimple.org/wiki/index.php/Custom_Field_Type_%2820%29:_Select_Many_%E2%80%93_Check_Boxes |-||[[Custom Field Type (20): Select Many Special – Check BoxesHand Drawing]]* [http||Special Input||Capture an image or pattern drawn using a mouse in the input area.|-||Custom Field Type://wwwSpecial - Like Button Rating||Special Input||Display a like button which can be utilized to display approval or tally votes.smartsimple.org/wiki/index.php/Custom_Field_Type_%2822%29:_Select_Many_%E2%80%93_List_Box |-||[[Custom Field Type (22): Select Many – Special - Linked Record List Box]]||Special Input||Display a list of linked records inline on the page.|-* ||[[httpCustom Field Type://wwwSpecial - Question Set Builder]]||Special Input||Allows users to create their own customized field sets without being an administrator.smartsimple.org/wiki/index.php/Custom_Field_Type_%2821%29:_Select_Many_%E2%80%93_Scrolling_Check_Box |-||[[Custom Field Type (21): Select Many – Scrolling Check BoxSpecial - Rich Text]]* [http://www||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.php/Custom_Field_Type_%2810%29:_Select_One_%E2%80%93_Combo_Box |-||[[Custom Field Type (10): Select One – Combo BoxDisplay - Countdown Timer]]* ||Display Control||Creates a countdown timer display, with multiple styling templates available. Select from an active [[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2890%29:_Select_One_%E2%80%93_Internal_Entity Custom Field Type (90): Select One – Internal EntityText Box - Date]]* or [[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2870%29:_Select_One_%E2%80%93_Internal_People Custom Field Type (70): Select One – Internal PeopleText 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. |-* ||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2872%29:_Select_One_%E2%80%93_Ledger_Code Custom Field Type (72): Select One – Ledger CodeDisplay - Instructions]]* ||Display Control||Creates a static text box, in which to display instructions to users.|-||[[httpCustom_Field_Type://www_Display_-_Text]]||Display Control||A read-only version of another field.smartsimple|-||[[Custom_Field_Type:_Display_-_Text_and_Variables]]||Display Control||A read-only field that can display text, HTML, variables, and expressions.org/wiki/index.php/Custom_Field_Type_%28127%29:_Select_One_%E2%80%93_Multi|-Level_Combo ||[[Custom Field Type (127): Select One – MultiLayout -Level ComboTabbed Section]]* ||Display Control||Create a section with tabs.|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2850%29:_Special_%E2%80%93_Auto_Number Custom Field Type (50): Special – Auto NumberLayout - Title Bar]]* ||Display Control||Displays a title bar, to help arrange your data.|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%28103%29:_Special_%E2%80%93_Browser_Script Custom Field Type (103): Special – Browser Script]]||Special Control* [http://www||Create a JavaScript function, to be run on the page where it is located.smartsimple.org/wiki/index.php/Custom_Field_Type_%2860%29:_Special_%E2%80%93_Calculated_Value |-||Custom Field Type (60): Special – Calculated Value]Chart||Special Control* [http||Create a chart to display on your record. Chart options include://wwwBar, Horizontal Bar, Line, and Area charts.smartsimple.org/wiki/index.php/Custom_Field_Type_%28126%29:_Special_%E2%80%93_Color_Code |-||Custom Field Type (126): Special – Color Code]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.|-* ||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2861%29:_Special_%E2%80%93_Drawing_Pad Custom Field Type (61): Special – Drawing PadMS 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.php/Custom_Field_Type_%28100%29:_Special_%E2%80%93_ePad_Signature |-||[[Display - External Organization Details]]||Classic||Displays the organization details from an associated [[Custom Field Type (100): Special Lookup – ePad SignatureExternal Organization| Lookup - External Organization]]field.|-* ||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2838%29:_Special_%E2%80%93_Hidden_Value Custom Field Type (38): Special Lookup – Hidden ValueExternal Organization]]* ||Classic||Look up an external organization and store the name.|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2831%29:_Special_%E2%80%93_Timer Custom Field Type (31): Special Lookup – TimerExternal People]]* ||Classic||Lookup and store the names of external people.|-||[[httpCustom Field Type://wwwLookup - Organization and People]]||Classic||Look up both internal and external organization names and people.smartsimpleData is read-only.org/wiki/index.php/Custom_Field_Type_%28111%29:_Store_Values_%E2%80%93_System_Variables |-||[[Custom Field Type (111): Store Values – System VariablesSelect 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_%2840%29:_Text_%E2%80%93_Multiple_Lines |-||[[Custom Field Type (40): Text – Multiple LinesSpecial - Address Lookup]]* ||Classic||Lookup addresses associated with Level 2 Contacts.|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2844%29:_Text_%E2%80%93_Password_Protected Custom Field Type (44): Text Special – Password ProtectedAuto Save]]||Classic||Can only be used to auto-save a Level 1 record, using a specified interval.|-* ||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2842%29:_Text_%E2%80%93_Rich_Text Custom Field Type (42): Text Special – Rich TextBarcode]]* ||Classic||Converts another field's value to a bar code image.|-||[[http://www.smartsimple.org/wiki/index.php/Custom_Field_Type_%2830%29:_Text_%E2%80%93_Single_Line Custom Field Type (30): Text Special – Single LineePad Signature]]* [http://www||Classic||Captures and stores a written signature.smartsimple(used in conjunction with a signature pad).org/wiki/index.php/Custom_Field_Type_%285%29:_Text_%E2%80%93_Multiple_Columns |-||[[Custom Field Type (5): Text – Multiple ColumnsUpload - Single File Storage]]||Classic||Stores a single file to a field.|} [[Category:Universal Tracking Application|Universal Tracking Application]]