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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: * [[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></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: Creation Select Many – Created ByCheck Boxes]]# ||Common Input||Creates a set of check-boxes, from which your users can select more than one value.|-||[[Custom Field Type: Creation – Creation DateSelect One - Dropdown List]]# ||Common Input||Populate a drop-down list with your chosen options. Recommended for longer lists.|-||[[Custom Field Type: Display Only – External Entity DetailsSelect One - Radio Buttons]]# ||Common Input||Configure a different type of selection list. Good for short lists of options.|-||[[Custom Field Type: Display Only – ImageText Box - Date]]# ||Common Input||Enables a calendar for date selection.|-||[[Custom Field Type: Display Only – Text or System ObjectBox - Date and Time]]# ||Common Input||Enables calendar and clock, for date and time selection.|-||[[Custom Field Type: Display Only – Web Page ViewText Box - Email]]# ||Common Input||Text box for an email address. Automatic validation.|-||[[Custom Field Type: Display Only – Web Page View Text Box - TabbedNumber]]# ||Common Input||Text box that includes formatting options for number display.|-||[[Custom Field Type (88): Dynamic Data – Data GridText Box - Phone Number]]# ||Common Input||Input a phone number, with options for automatic formatting.|-||[[Custom Field Type (87): Dynamic Data – Dynamic Control Text Box - Text Multiple Lines]]||Common Input||Displays multiple lines of text.|-||[[Custom FieldType: Text Box– Text Single Line]]# ||Common Input||Displays a single line of text.|-||[[Custom Field Type (37): Link – EmailUpload - Image]]# ||Common Input||Displays an uploaded image.|-||[[Custom Field Type (80): Link – Upload - Multiple FilesStorage]]||Common Input||Stores multiple files in a single field.|-||[[Custom_Field_Type:_Computed_-_Auto_Number]]# ||Computed Input||Generate unique sequential numbers, to be stored in the field.|-||[[Custom Field Type (33): Link – Single FileComputed - Calculated Date]]# ||Computed Input||Executes an expression to calculate a date and store the result.|-||[[Custom Field Type (32): Link – SmartFolderComputed - Calculated Number]]# ||Computed Input||Executes an expression to calculate a number and store the result.|-||[[Custom Field Type (35): Link – WebsiteComputed - 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 Date]]||Computed Input|-||[[Computed - Variable Number]]||Computed Input|-||[[Computed - Variable Value]]# ||Computed Input|-||[[Custom Field Type : Lookup – ICD Code]]||Special Input||Displays a list of the standard ICD Codes (76International Statistical Classification of Diseases and Related Health Problems).|-||[[Custom Field Type: Lookup – Entity and PeopleMeSH 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 (95): Lookup – External EntityNACE Codes]]# ||Special Input||Display a list of NACE codes (Nomenclature of Economic Activities).|-||[[Custom Field Type (75): Lookup – External PeopleNAIC Codes]]||Special Input||Display a list 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.|-||[[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.|-||[[Custom Field Type (109): Read Only – System VariablesSpecial - Basic Data Table]]# ||Special Input||Create a basic table in-line on the page.|-||[[Custom Field Type (39): Read Only – TextSpecial - Geo Mapping]]# ||Special Input||Highlight geographic locations on a map.|-||[[Custom Field Type (20): Select Many Special – Check BoxesHand Drawing]]# ||Special Input||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 (22): Select Many – Special - Linked Record List Box]]# ||Special Input||Display a list of linked records inline on the page.|-||[[Custom Field Type (21): Select Many – Scrolling Check BoxSpecial - Question Set Builder]]# ||Special Input||Allows users to create their own customized field sets without being an administrator.|-||[[Custom Field Type (10): Select One – Combo BoxSpecial - 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 (90): Display - Countdown Timer]]||Display Control||Creates a countdown timer display, with multiple styling templates available. Select One – Internal Entityfrom an active [[Custom Field Type: Text Box - Date]]# or [[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. |-# ||[[Custom Field Type (72): Select One – Ledger CodeDisplay - 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 (127): Select One – MultiLayout -Level ComboTabbed Section]]# ||Display Control||Create a section with tabs.|-||[[Custom Field Type (50): Special – Auto NumberLayout - Title Bar]]# ||Display Control||Displays a title bar, to help arrange your data.|-||[[Custom Field Type (103): Special – Browser Script]]# ||Special Control||Create a JavaScript function, to be run 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 – 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 (60): Special – Calculated ValueMS Word Merge]]# ||Special Control||Create an MS Word document, using SmartSimple data.|-||[[Custom Field Type (126): Special – Color Code- 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.|-||[[Display - External Organization Details]]# ||Classic||Displays the organization details from an associated [[Custom Field Type (61): Special Lookup – Drawing PadExternal Organization| Lookup - External Organization]]field.|-# ||[[Custom Field Type (100): Special Lookup – ePad SignatureExternal Organization]]# ||Classic||Look up an external organization and store the name.|-||[[Custom Field Type (38): Special Lookup – Hidden ValueExternal People]]# ||Classic||Lookup and store the names of external people.|-||[[Custom Field Type (31): Special – TimerLookup - Organization and People]]# ||Classic||Look up both internal and external organization names and people. Data is read-only.|-||[[Custom Field Type (111): Store Values – System VariablesSelect One - Internal Organization Dropdown List]]# ||Classic||Look up internal entities and store the name.|-||[[Custom Field Type (40): Text – Multiple LinesSelect 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 (44): Text – Password ProtectedSpecial - Address Lookup]]# ||Classic||Lookup addresses associated with Level 2 Contacts.|-||[[Custom Field Type (42): Text Special – Rich TextAuto Save]]# ||Classic||Can only be used to auto-save a Level 1 record, using a specified interval.|-||[[Custom Field Type (30): Text Special – Single LineBarcode]]# ||Classic||Converts another field's value to a bar code image.|-||[[Custom Field Type (5): Text Special – Multiple Columns]ePad Signature]]# ||Classic||Captures and stores a written signature. (used in conjunction with a signature pad).|-||[[Custom Field Type: MS Word MergeUpload - Single File Storage]]# ||Classic||Stores a single file to a field.|} [[Custom Field TypeCategory: Address ValidationUniversal Tracking Application|Universal Tracking Application]]