Changes

Jump to: navigation, search

Category:Custom Fields

143 bytes added, 19:14, 26 October 2021
Types of Custom Fields
||Common Input
||Displays a set of values in an Ajax lookup box.
|-
||[[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 - Date]]
||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
||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 - Countdown Timer]]
||Display Control
||Creates a countdown timer display, with multiple styling templates available. Select from an active [[Custom Field Type: Text Box - Date]] or [[Custom Field Type: Text 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.
|-
||[[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]]
||Store a hidden value, for use in other fields or reports.
|-
||[[Computed - Variable ValueDate]]
||Computed Input
|-
||Computed Input
|-
||[[Computed - Variable DateValue]]
||Computed Input
|-
||[[Custom Field Type: Lookup – ICD Code]]||Special Input||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases and Related Health Problems).|- Advanced Data Table||[[Custom Field Type: Lookup – MeSH Codes]]||Special Input||Display a list of MeSH codes (Medical 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
||Create Display a larger worksheet or table, that opens in its own window. Formatted using XML by defaultlist of NACE codes (Nomenclature of Economic Activities).
|-
||[[Custom Field Type: Special - Basic Data TableLookup – NAIC Codes]]
||Special Input
||Create Display a basic table in-line on the pagelist of NAIC codes (North American Industry Classification System).
|-
||[[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]]
||Create sets of fields that are dependent on a value selected from the Dynamic Radio Buttons.
|-
||[[Custom Field Type: Special - Like Button RatingAdvanced Data Table]]
||Special Input
||Display Create a like button which can be utilized to display approval larger worksheet or tally votestable, that opens in its own window. Formatted using XML by default.
|-
||[[Custom Field Type: Special – Browser Script- Basic Data Table]]||Special ControlInput||Create a JavaScript function, to be run basic table in-line on the page where it is located.|-||Custom Field Type: Special – Chart||Special Control||Create a chart to display on your record. Chart options include: Bar, Horizontal Bar, Line, and Area charts.
|-
||[[Custom Field Type: Special - Geo Mapping]]
||Capture an image or pattern drawn using a mouse in the input area.
|-
||Custom Field Type: Special - Like Button Rating||Special Input||Display a like button which can be utilized to display approval or tally votes.|-||[[Custom Field Type: Special – MS Word Merge- Linked Record List]]||Special ControlInput||Create an MS Word document, using SmartSimple dataDisplay a list of linked records inline on the page.
|-
||[[Custom Field Type: Special - Question Set Builder]]
||[[Custom Field Type: Special - Rich Text]]
||Special Input
||A text box that uses an HTML Editor for additional formatting. This field type should be used sparingly to prevent security risks. 
|-
||[[Custom Field Type: Display - Countdown Timer]]||Display Control||Creates a countdown timer display, with multiple styling templates available. Select from an active [[Custom Field Type: Text Box - Date]] or [[Custom Field Type: Text 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. |-||[[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: Special - Web Page View– Browser Script]]
||Special Control
||Allows you Create a JavaScript function, to create a virtual document using SmartSimple data. The document can also be converted to PDF and downloaded, if so configuredrun on the page where it is located.
|-
||[[Custom Field Type: Special - Address Lookup]]– Chart||ClassicSpecial Control||Lookup addresses associated with Level 2 ContactsCreate a chart to display on your record. Chart options include: Bar, Horizontal Bar, Line, and Area charts.
|-
||[[Custom Field Type: Special – Auto Save]]Consumer Creation Button Container||ClassicSpecial Control||Can only be used to auto-save Display a Consumer Creation Button on a Level 1 record, using a specified intervalallowing you to create new records from the Provider UTA, without navigating to another UTA.
|-
||[[Custom Field Type: Special – BarcodeMS Word Merge]]||ClassicSpecial Control||Converts another field's value to a barcode imageCreate an MS Word document, using SmartSimple data.
|-
||[[Custom Field Type: Special – ePad Signature- Web Page View]]||ClassicSpecial Control||Captures Allows you to create a virtual document using SmartSimple data. The document can also be converted to PDF and stores a written signaturedownloaded, if so configured. (used in conjunction with a signature pad)
|-
||[[Display - External Organization Details]]
||Lookup and store the names of external people.
|-
||[[Custom Field Type: Lookup – ICD Code- Organization and People]]
||Classic
||Displays a list of the standard ICD Codes (International Statistical Classification of Diseases Look up both internal and Related Health Problems)external organization names and people. Data is read-only.
|-
||[[Custom Field Type: Select One - Internal Organization Dropdown List]]
||Links the field to the set of account codes stored in [[Global Settings]] > [[Business & System Configuration|System Configuration]] > [[Ledger Codes]].
|-
||[[Custom Field Type: Special - Address Lookup – NAIC Codes]]
||Classic
||Display a list of NAIC codes (North American Industry Classification System)Lookup addresses associated with Level 2 Contacts.
|-
||[[Custom Field Type: Lookup Special MeSH CodesAuto Save]]
||Classic
||Display Can only be used to auto-save a list of MeSH codes (Medical Subject Headings). The Medical Subject Headings (MeSH) thesaurus is Level 1 record, using a controlled and hierarchically-organized vocabulary produced by the National Library of Medicinespecified interval.
|-
||[[Custom Field Type: Lookup Special NACE CodesBarcode]]
||Classic
||Display Converts another field's value to a list of NACE codes (Nomenclature of Economic Activities)bar code image.
|-
||[[Custom Field Type: Lookup - Organization and PeopleSpecial – ePad Signature]]
||Classic
||Look up both internal Captures and external organization names and peoplestores a written signature. Data is read-only(used in conjunction with a signature pad).
|-
||[[Custom Field Type: Special Upload - Password Protected TextSingle File Storage]]
||Classic
||Create Stores a single file to a password-protected field.
|}
[[Category:Universal Tracking Application|Universal Tracking Application]]
Smartstaff
282
edits

Navigation menu