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Custom Field Type: Special - Advanced Data Table

32 bytes removed, 18:19, 8 December 2016
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XML (Extensible Markup Language) is a type of custom field used to create budgets and lists of information. This advanced custom field opens in a modal window, it can have multiple sections, and it is robustly configurable (formulas, validation, reporting). If you are looking to create a basic lists or budget, you can also use the field called '''Special - In-Line Data Grid.'''
==XML Overview==
Creating a XML is a multi step process. For convenience we have grouped how you do specific tasks under several groupings.
# In the action bar click on the '''Section Builder''' button (it has four squares on it).
# Enter a '''Section Name''' (example: '''expense''').
# Click into the '''Section Node Name''' (notice the name auto populates. Note: '''Section Node Names''' are case sensitive).
# Enter '''Number of Rows''' desired.
# Enter '''Number of Columns''' desired.
# Check '''Apply Default Styles'''.
# Notice and scroll down Navigate to the '''Cell Grid''' in the lower section of the page.
# Click into the first cell of the '''Cell Grid''' at the top left.
# Enter a '''Display Name'''.
# For '''Caption''' select '''Hide Caption''' (we recommended that you hide the caption for the display so that you can utilize the full screen width).
# Click '''Save'''.
# Navigate back to the XML custom field and click '''Save''' (notice '''Display Fields Refreshed Upon Edit''' will be updated with the custom field ID of the Read Only we just created. From now on when a user edits the XML the read only will be automatically updated. If you miss this step it will only refresh when the object is saved).
=== Access, Display and Format options for XML ===
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