Difference between revisions of "Custom Field Type: Layout - Tabbed Section"
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==General Description== | ==General Description== | ||
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The '''Number Format''' setting on [[Custom Fields]] allows you to define how numbers in the field will be displayed. | The '''Number Format''' setting on [[Custom Fields]] allows you to define how numbers in the field will be displayed. | ||
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===Number Format=== | ===Number Format=== | ||
| − | ----<br />{| class="wikitable"<br />|-<br />!|Number Format<br />!|Value (Example)<br />!|Display (Example)<br />|-<br />!|None<br />123456.51<br />>-<br />!|Integer<br />123456.51<br />>-<br />!|Comma<br />123456.51<br />>-<br />!|Decimal<br />123456.51<br />>-<br />!|Currency (US Dollars) <br />123456.51<br />>-<br />!|Percent (Decimal)<br />0.5199<br />>-<br />!|Percent (Display Number)<br />51.99<br />>-<br />!|Custom<br />''Not Applicable''<br />>} | + | ---- |
| − | + | <br />{| class="wikitable"<br />|-<br />!|Number Format<br />!|Value (Example)<br />!|Display (Example)<br />|-<br />!|None<br />123456.51<br />>-<br />!|Integer<br />123456.51<br />>-<br />!|Comma<br />123456.51<br />>-<br />!|Decimal<br />123456.51<br />>-<br />!|Currency (US Dollars) <br />123456.51<br />>-<br />!|Percent (Decimal)<br />0.5199<br />>-<br />!|Percent (Display Number)<br />51.99<br />>-<br />!|Custom<br />''Not Applicable''<br />>} | |
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| − | ----<br />* '''Mandatory''': Selecting this option means that this field is required and must be completed. | + | |-!|Number Precision!|Value (Example)!|Display (Example)|-!|Whole Number123456.51>-!|Integer123456.51>-!|Comma123456.51>-!|Decimal123456.51>-!|Currency (US Dollars) 123456.51>-!|Percent (Decimal)0.5199>-!|Percent (Display Number)51.99>-!|CustomNot Applicable>}>Validation<br />* '''Mandatory''': Selecting this option means that this field is required and must be completed. |
* '''Appear Mandatory''': Makes the field appear as though it is a required field. Typically used in conjunction with browser scripts, JavaScript Validation or Submit Logic that perform validation. | * '''Appear Mandatory''': Makes the field appear as though it is a required field. Typically used in conjunction with browser scripts, JavaScript Validation or Submit Logic that perform validation. | ||
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* '''Custom Validation''': | * '''Custom Validation''': | ||
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* '''Failed Validation Message''': Message displayed if validation fails. | * '''Failed Validation Message''': Message displayed if validation fails. | ||
| − | + | Feature Options<br />* '''Track Changes''':{{FieldPermissions}}Value Storage<br />* '''From Custom Field(s)''': | |
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* '''To Custom Field''': | * '''To Custom Field''': | ||
| − | ==Permissions & Availability Tab==<br />{{FieldPermissionMatrix}}<br />{{FieldPermissions}}<br />{{VisibilityCondition}}<br />{{On New Record}} | + | ==Permissions & Availability Tab==<br />{{FieldPermissionMatrix}}<br />{{FieldPermissions}}<br />{{VisibilityCondition}}<br />{{On New Record}}{{ClassicOptions}}[[Category:Custom Fields]]<br />[[Category:Custom Field Types]] |
| − | + | <!--[[Image:PrecisionSetting.png|link=]]<br />[[Image:NewNumberFormatting.png|link=]]--><br />===Notes===<br />* The '''Number Format''' setting applies in [[view mode]], or when the values are displayed in a [[Web Page View]], [[Report]], [[MS Word Merge]], [[List View]], etc.<br />* Currency formatting will be applied when the record is in [[edit mode]] only if the setting "Show Currency Format in Edit Mode" is selected in the custom field settings.<br />* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] can be shown by using the appropriate three-letter currency code. For example, if ''Currency-JPY'' (for Japanese Yen) is entered into the Number Format setting, the entered value of '''12''' will be displayed as '''￥12'''.'''Important''': in [[edit mode]] you must use a period (.) as the decimal, even if the currency defined uses a comma (,).==See Also==<br />* [[Field Formatting Options]]<br />* [[Displaying a Number Value as Currency]]<br />* [[The Musings of Chin - Best Practice: Correct Data Formats]]|-here to learn why this feature is a benefit to your organization.>} ¶ Category:Custom FieldsCategory:CurrencyCategory:How> | |
| − | {{ClassicOptions}} | ||
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| − | [[Category:Custom Fields]]<br />[[Category:Custom Field Types]] | ||
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| − | <!--[[Image:PrecisionSetting.png|link=]]<br />[[Image:NewNumberFormatting.png|link=]]--><br />===Notes===<br />* The '''Number Format''' setting applies in [[view mode]], or when the values are displayed in a [[Web Page View]], [[Report]], [[MS Word Merge]], [[List View]], etc.<br />* Currency formatting will be applied when the record is in [[edit mode]] only if the setting "Show Currency Format in Edit Mode" is selected in the custom field settings.<br />* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] can be shown by using the appropriate three-letter currency code. For example, if ''Currency-JPY'' (for Japanese Yen) is entered into the Number Format setting, the entered value of '''12''' will be displayed as '''￥12'''. | ||
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| − | '''Important''': in [[edit mode]] you must use a period (.) as the decimal, even if the currency defined uses a comma (,). | ||
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| − | ==See Also==<br />* [[Field Formatting Options]]<br />* [[Displaying a Number Value as Currency]]<br />* [[The Musings of Chin - Best Practice: Correct Data Formats]] | ||
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Revision as of 16:58, 27 August 2018
 Please note that this page is currently under construction. There is more information to come.
|
General Description
The Number Format setting on Custom Fields allows you to define how numbers in the field will be displayed.
==Field Illustrated==
File:Placeholder.png
Text Box - Number, in Edit Mode (above)
Field Options
| Option | Description | Format |
|---|---|---|
| Custom Field ID | The unique ID number associated with the custom field. | Not Applicable |
| Field Type | The list of available Field Types. | @fieldtype@ |
| Field Name | The name of the field, used internally to reference the user's input; | @fieldname@ |
| Caption | The leading question or prologue before the field. | @caption@ |
| Display Order | The order (relative to other fields) in which this field is displayed. | @displayorder@ |
| Description | Definition and general description of the custom field. Will not be displayed. | @description@ |
Number Format
{| class="wikitable"
|-
!|Number Format
!|Value (Example)
!|Display (Example)
|-
!|None
123456.51
>-
!|Integer
123456.51
>-
!|Comma
123456.51
>-
!|Decimal
123456.51
>-
!|Currency (US Dollars)
123456.51
>-
!|Percent (Decimal)
0.5199
>-
!|Percent (Display Number)
51.99
>-
!|Custom
Not Applicable
>}
|-!|Number Precision!|Value (Example)!|Display (Example)|-!|Whole Number123456.51>-!|Integer123456.51>-!|Comma123456.51>-!|Decimal123456.51>-!|Currency (US Dollars) 123456.51>-!|Percent (Decimal)0.5199>-!|Percent (Display Number)51.99>-!|CustomNot Applicable>}>Validation
* Mandatory: Selecting this option means that this field is required and must be completed.
- Appear Mandatory: Makes the field appear as though it is a required field. Typically used in conjunction with browser scripts, JavaScript Validation or Submit Logic that perform validation.
- Custom Validation:
- Failed Validation Message: Message displayed if validation fails.
Feature Options
* Track Changes:
- Role - Field Permissions: These settings allow you to control by Role who is allowed to view and/or modify the field.
- Status - Field Permissions: These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
- Type - Field Permissions: These settings allow you to control by the template of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)Value Storage
* From Custom Field(s):
- To Custom Field:
==Permissions & Availability Tab==
- Field Permission Matrix: See the Field Permission Matrix Wiki page.
- Role - Field Permissions: These settings allow you to control by Role who is allowed to view and/or modify the field.
- Status - Field Permissions: These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
- Type - Field Permissions: These settings allow you to control by the template of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
- Visibility Condition: See the Visibility Condition Wiki page.
- On New Record: Used to control when the field should be displayed.==Classic Options==
- Tab Name: Creates and displays a specific tab for the field (field will not exist on main page of UTA record anymore).
- Custom HTML Tag: For additional attributes to the field HTML tag.
- Searchable: Enable to make field to be searchable.
- Read Only: Enable to make field read only.
- Disable Quick Edit: Enable to disable quick edit.
- Disable Field from Global Search: Enable to disable field from global search.
===Notes===
* The Number Format setting applies in view mode, or when the values are displayed in a Web Page View, Report, MS Word Merge, List View, etc.
* Currency formatting will be applied when the record is in edit mode only if the setting "Show Currency Format in Edit Mode" is selected in the custom field settings.
* Any currency defined by ISO 4217 can be shown by using the appropriate three-letter currency code. For example, if Currency-JPY (for Japanese Yen) is entered into the Number Format setting, the entered value of 12 will be displayed as ￥12.Important: in edit mode you must use a period (.) as the decimal, even if the currency defined uses a comma (,).==See Also==
* Field Formatting Options
* Displaying a Number Value as Currency
* The Musings of Chin - Best Practice: Correct Data Formats|-here to learn why this feature is a benefit to your organization.>} ¶ Category:Custom FieldsCategory:CurrencyCategory:How>
