Difference between revisions of "Custom Field Type: Lookup – NAIC Codes"

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Displays a listing of NAIC Codes.
 
Displays a listing of NAIC Codes.
 
 
<u>'''Field Options''' </u>
+
{{FieldOptions}}
 
+
{{AllowEmpty}}
* '''Display Order''': The order (relative to other fields) in which this field is displayed
+
{{AppearMandatory}}
* '''Tab Name''': Displays the field under a given tab
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{{LabelAboveField}}
* '''Field Name''': The name of the field, used internally to reference the user's input
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{{Searchable}}
* '''[[Caption]]''': The leading question or prologue before the field
+
{{TrackChanges}}
 +
{{HideFieldForNewRecord}}
  
 
<u>'''Services'''</u>
 
<u>'''Services'''</u>

Revision as of 13:26, 10 April 2013

Field Display

NAIC.JPG

General Description

Displays a listing of NAIC Codes.

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@
  • 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.
  • Label Display: Determines the location of the field caption. Options include: Left of Field, Above Field, No Caption, Hide Caption. Note: this option was previously called Label Display. (See examples here.)
  • Searchable: This field can be searched within the tracking application.
  • Track Changes: Keeps track of changes made to this field.
  • On New Record: Controls how the field should be displayed until record has been saved once.
    • Always Display: Field will be exposed both before and after the record is saved.
    • Hide on New Record: Field will be hidden until record is saved.
    • Only Show on New Record: Field will be exposed until record is saved, and then it will be hidden. This option is useful for fields that provide instructions for filling out forms before saving.

Services

  • Enable Map Service: displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field
  • Enable People Search Service: displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services
  • Enable Organization Search Service: displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services

Role - Field Permissions

These fields allow you to control by Role who is allowed to view and/or modify the field.

Status - Field Permissions

These fields allow you to control by the Status of the record whether or not the field can be viewed and/or modified.