Custom Field Type: Lookup - Autocomplete Options
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Revision as of 14:01, 2 May 2013 by Arthur Lathrop (talk | contribs) (Created page with '{{CustomFieldPageHeader}} <u>'''General Description'''</u> Displays as a set of values in a Ajax lookup box. {{FieldOptions}} {{AllowEmpty}} {{AppearMandatory}} {{Lab…')
Click here to peruse our selection of custom fields.
General Description
Displays as a set of values in a Ajax lookup box.
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.
- Show as Radio Buttons: Values will be displayed as radio buttons, rather than check boxes.
- Show Display Value in List Views: By default, the stored value is shown when fields are referenced in List Views. Selecting this option will display the display value.
- 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.
Special Options for Field
Values: The values to be used within the combo box, delimited by semi-colons with no spaces.
The first value listed will be the default value when a new record is created.
Note: If you want the value stored in the field to be different from what is displayed in the combo box you can use the following syntax in the Values section:
StoreValue1=DisplayValue1;StoreValue2=DisplayValue2;StoreValue3=DisplayValue3;
The value before the equal sign will be stored. The value after the equal sign is what will be displayed in the combo box, but does not get saved.
- This technique is important when translating to other languages. The StoreValue must be the same in all languages. See here for further information.
- Visibility Condition: See the Visibility Condition Wiki page.
- Field Permission Matrix: See the Field Permission Matrix Wiki page.
Validation
| Option | Description | Format |
|---|---|---|
| Mandatory | Selecting this option means that this field is required and must be completed. | Not Applicable |
| 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. | Not Applicable |
| Custom Validation | - | Not Applicable |
| Failed Validation Message | Message displayed if validation fails. | Not Applicable |
- Value Storage: Enables linking two different custom fields to the same user data. See Value Stores To page.
- Field Formatting Options: See the Field Formatting Options 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)
