Difference between revisions of "Custom Field Type: Select One - Ledger Code Dropdown List"

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{{HideFieldForNewRecord}}
 
{{HideFieldForNewRecord}}
 
 
<u>'''Services'''</u>
+
{{VisibilityCondition}}
 
+
{{FieldPermissionMatrix}}
* '''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
+
{{ValueStoresTo}}
* '''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
+
{{FieldFormattingOptions}}
* '''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
+
{{FieldPermissions}}
 
 
<u>'''Value Stores To'''</u>
 
 
 
* '''Custom Field''': Enables linking two different custom fields to the same user data
 
 
<u>'''Field Formatting Options'''</u>
 
 
 
* '''Width''': Determines the width of the field
 
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font>
 
* '''[[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
 
 
 
<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u>
 
 
 
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
 
 
 
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u>
 
* ''Only present within the [[Universal Tracking Application]]''
 
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
 
  
 
 

Revision as of 12:56, 11 April 2013

Field Display

Edit Mode

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View Mode

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General Description

Links the custom field to the set of account codes stored in the Global Settings > Business & System Configurations > Ledger Codes section.

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.


Notes

The ledger codes are setup in the Global Settings > Business & System Configurations > Ledger Codes section.

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