Custom Field Type: Special - Password Protected Text

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Field Display

Cf71.png

General Description

Creating a password protected field will allow you to store data within the system that cannot be viewed by anyone, regardless of role or permission, without supplying the correct password. Before you can view or add a value to the field you must enter the pass phrase and click the password button.

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.)
  • 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

Encryption: Pass phrase used to encrypt the values in the field (maximum length of 12 characters)

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
  • Height: Determines the height of the field
  • 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.


Notes

Using Password Protected Fields in Reports

If you use a password protected field in a report, you will be prompted to enter the associated pass phrase in order to see the data in the report. If you do not enter the pass phrase or enter the pass phrase incorrectly, the report will still be displayed but the column containing the pass phrase protected data will be blank.

If you use more than one pass phrase protected field in a report, you will be prompted for each pass phrase in turn.