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

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Links the [[Custom Field|custom field]] to the set of account codes stored in the [[Global Settings]], '''Business Configurations''', '''Ledger Codes'''.
 
Links the [[Custom Field|custom field]] to the set of account codes stored in the [[Global Settings]], '''Business Configurations''', '''Ledger Codes'''.
 
 
−
<u>'''Field Options'''</u>
+
<u>'''Field Options''' </u>
  
−
* '''Allow Empty''': N/A
+
* '''Display Order''': The order (relative to other fields) in which this field is displayed
−
* '''Default Text''': N/A
+
* '''Tab Name''': Displays the field under a given tab
−
* '''Options''': N/A
+
* '''Field Name''': The name of the field, used internally to reference the user's input
−
* '''Track Changes''': Yes
+
* '''[[Caption]]''': The leading question or prologue before the field
−
* '''Store To Value''': Yes
+
* '''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>'''Services'''</u>
  
−
None but '''Ledger''' codes need to have been uploaded.
+
* '''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
−
<u>'''Field Validation'''</u>
+
* '''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
 +
 
 +
<u>'''Value Stores To'''</u>
  
−
* '''Type''': N/A
+
* '''Custom Field''': Enables linking two different custom fields to the same user data
−
* '''JavaScript Validation''': N/A
 
−
* '''Message''': N/A
 
−
* '''HTML Tag''': N/A
 
 
 
 
<u>'''Field Formatting Options'''</u>
 
<u>'''Field Formatting Options'''</u>
  
−
* '''Height''': N/A '''Measure''': '''Default''':
+
* '''Width''': Determines the width of the field
−
* '''Width''': Yes '''Measure''': Pixels '''Default''': N/A
+
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font>
−
* '''Number Format''': N/A
+
* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over
−
* '''Style''': Yes
+
* '''Read Only''': Checkbox
−
* '''Tool Tip''': Yes
+
* '''HTML Tag''': Additional attributes to the field HTML tag
 +
* '''[[Custom Fields – Detailed Descriptions#Visibility Condition|Visibility Condition]]''': Conditions upon which the field is visible
 +
 
 +
<u>'''Role - Field Permissions'''</u>
 +
 
 +
These [[Custom Fields UTA Status Permissions|fields]] allow you to control who is allowed and who is denied viewing and/or modifying the field.
 
 
 
<u>'''Notes'''</u>
 
<u>'''Notes'''</u>

Revision as of 15:45, 4 May 2009

Field Display

Edit Mode

Cf56.png

View Mode

Cf57.png

General Description

Links the custom field to the set of account codes stored in the Global Settings, Business Configurations, Ledger Codes.

Field Options

  • Display Order: The order (relative to other fields) in which this field is displayed
  • Tab Name: Displays the field under a given tab
  • Field Name: The name of the field, used internally to reference the user's input
  • 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

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 who is allowed and who is denied viewing and/or modifying the field.

Notes

The ledger codes are setup in the Global Settings, Business Configuration and Ledger Codes.

Cf58.png

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