Difference between revisions of "Custom Field Type: Select One - Internal Organization Dropdown List"

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[[User]] is able to look up [[Internal|internal]] entities and store the name – single selection.  Internal [[Entity|entities]] are displayed in a combo box.  The resulting data is read only and not linked to the underlying [[Entity|entity]].
 
[[User]] is able to look up [[Internal|internal]] entities and store the name – single selection.  Internal [[Entity|entities]] are displayed in a combo box.  The resulting data is read only and not linked to the underlying [[Entity|entity]].
 
 
<u>'''Field Options''' </u>
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{{FieldOptions}}
 
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{{LabelAboveField}}
* '''Display Order''': The order (relative to other fields) in which this field is displayed
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{{Searchable}}
* '''Tab Name''': Displays the field under a given tab
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{{TrackChanges}}
* '''Field Name''': The name of the field, used internally to reference the user's input
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{{HideFieldForNewRecord}}
* '''[[Caption]]''': The leading question or prologue before the field
 
* '''Searchable''': This field can be searched within the tracking application
 
* '''Track Changes''': Keeps track of changes made to this field
 
 
 
 
<u>'''Special Options for Field'''</u>
 
<u>'''Special Options for Field'''</u>

Revision as of 13:56, 10 April 2013

Field Display

Field in Edit Mode

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Completed Field

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General Description

User is able to look up internal entities and store the name – single selection. Internal entities are displayed in a combo box. The resulting data is read only and not linked to the underlying entity.

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@
  • 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.

Special Options for Field

  • Criteria: Selects the internal entity based on entered criteria

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

Value Stores To

  • Custom Field: Enables linking two different custom fields to the same user data

Field Formatting Options

  • Width: Determines the width of the field
  • Style: Bold, Underline, Italic, Highlight
  • Tool Tip: Enter help text to be shown on mouse-over
  • Read Only: Checkbox
  • HTML Tag: Additional attributes to the field HTML tag
  • Visibility Condition: Conditions upon which the field is visible


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.