Changes

Custom Fields – General Information

1,081 bytes added, 14:37, 14 September 2007
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==[[Custom Field Type (56): Creation – Created By]]==
'''General Description''':
Displays the name of the user that created the entity.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (55): Creation – Creation Date]]==
'''General Description''':
Displays the date/time stamp for the creation date of the entity.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (96): Display Only – External Entity Details]]== '''General Description''': * Copies one or more field values from an [[External|external]] entity to the current [[Entity|entity]]. This field is used in conjunction with the '''Display Only External Entity''' field.* The purpose of the field is to carry forward details of a related [[External|external]] entity record to a new [[Entity|entity]], such as a level 1 or level 2 UTA entity.* The [[User|user]] has the ability to overwrite the value or retrieve the value multiple times.  '''Click on the link above for a more detailed description'''. ==[[Custom Field Type (34): Display Only – Image]]== '''General Description''':
General Description:* Displays an uploaded image.* Any image file type can be uploaded to a maximum of 200MB.* The image size can be constrained by setting the height and width properties; otherwise the image will be displayed at its original size.
* Copies one or more field values Alternatively, the image file can be referenced from an external entity to a [[SmartFolder]]. If the current entity. This field is used image referenced in conjunction with the Display Only External Entity field. * The purpose of the field is to carry forward details of a related external entity record to a new entitySmartFolder changes, such as a level 1 or level 2 UTA entity. * The user has the ability to overwrite the value or retrieve the value multiple timesdisplayed image will also change.
'''Click on the link above for a more detailed description'''.[edit]Custom Field Type (34): Display Only – Image
General Description==[[Custom Field Type (36):Display Only – Text or System Variable]]==
* Displays an uploaded image. * Any image file type can be uploaded to a maximum of 200MB. * The image size can be constrained by setting the height and width properties; otherwise the image will be displayed at its original size. Alternatively, the image file can be referenced from a SmartFolder. If the image referenced in the SmartFolder changes, the displayed image will also change. '''General Description''':
Click on the link above * Displays a block of static text for instructional purposes, or a more detailed descriptionlink to some other [[SmartSimple]] entity (or external [[URL]]).* Typically this field type is used to embed a chart into some related [[editEntity|entity]]Custom Field Type (36): Display Only – Text or System Variable. For example, a chart of the [[User|user’s]] login history into their profile.
General Description:'''Click on the link above for a more detailed description'''.
* Displays a block of static text for instructional purposes, or a link to some other SmartSimple entity ==[[Custom Field Type (or external URL110). * Typically this field type is used to embed a chart into some related entity. For example, a chart of the user’s login history into their profile. : Display Only – Web Page View]]==
Click on the link above for a more detailed description.[edit]Custom Field Type (110)'''General Description''': Display Only – Web Page View
General Description:A '''Web Page View''' field is used to create a “document” based on underlying [[Entity|entity]] data. The field type has a wide variety of document management options associated, including the conversion to '''PDF''' or '''XML'''.
A Web page view field is used to create a “document” based '''Click on underlying entity data. The field type has the link above for a wide variety of document management options associated, including the conversion to PDF or XMLmore detailed description'''.
Click on the link above for a more detailed description.==[[edit]Custom Field Type (88): Dynamic Data – Data Grid]]==
'''General Description''':
Displays sets of additional [[Custom Field|custom fields ]] as records in a grid layout. A summary value. For example, a sum or a count can be displayed.
Click on the link above for a more detailed description.
[edit]
Custom Field Type (87): Dynamic Data – Dynamic Control Field
General Description==[[Custom Field Type (87):Dynamic Data – Dynamic Control Field]]==
* This field type is used to create sets of fields that are dependent on a value selected from the Dynamic Control field. * This field type is displayed as a combo box. Depending on the options selected, additional fields will be displayed. In the example above, selecting Yes as the value for the Legal Representation field displays all related fields. '''General Description''':
* This field type is used to create sets of fields that are dependent on a value selected from the '''Dynamic Control''' field.* This field type is displayed as a combo box. Depending on the options selected, additional fields will be displayed. In the example above, selecting '''Yes''' as the value for the '''Legal Representation''' field displays all related fields.  '''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (37): Link – Email]]==
'''General Description''':
Stores an email address.
When the email address is clicked in '''View ''' mode, the '''SmartSimple Email Agent ''' is launched with the email address set as the recipient of the email.
Click on the link above for a more detailed description.
[edit]
Custom Field Type (80): Link – Multiple Files
==[[Custom Field Type (80): Link – Multiple Files]]== '''General Description''':
Stores multiple files into a single field. This field type is used to store:
* Uploaded documents. * Documents that are created using the '''Web Page View ''' type field using the '''Store to Server ''' option.
Click on the link above for a more detailed description.
[edit]
Custom Field Type (33): Link – Single File
==[[Custom Field Type (33): Link – Single File]]== '''General Description''':
Stores a single file into a single field. This field type is used to store a single uploaded document.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (32): Link – SmartFolder]]==
'''General Description''':
Provides a link to a SmartFolder.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (35): Link – Website]]== '''General Description''': Provides a link to an [[External|external]] website. When the link is clicked the website will be displayed in a new [[Browser|browser]] window. '''Click on the link above for a more detailed description'''. ==[[Custom Field Type (76): Lookup – Entity and People]]==
'''General Description''':
Provides a link * [[User]] is able to an external websitelook up people and store their organisation names and individual names.* Both [[Internal]] and [[External]] people and organisations can be searched. When the link * The resulting data is clicked read only and not linked to the website will be displayed in a new browser windowunderlying [[Entity|entity]].
'''Click on the link above for a more detailed description'''.[edit]Custom Field Type (76): Lookup – Entity and People
General Description==[[Custom Field Type (95):Lookup – External Entity]]==
* User is able to look up people and store their organisation names and individual names. * Both Internal and external people and organisations can be searched. * The resulting data is read only and not linked to the underlying entity. '''General Description''':
Click on the link above for a more detailed description.[edit[User]] is able to look up external [[Entity|entity]]Custom Field Type (95company): Lookup – External and store the [[Entity|entity]] name. The resulting data is read only and not linked to the underlying [[Entity|entity]].
General Description:'''Click on the link above for a more detailed description'''.
User is able to look up external entity ==[[Custom Field Type (company75) and store the entity name. The resulting data is read only and not linked to the underlying entity.: Lookup – External People]]==
Click on the link above for a more detailed description.[edit]Custom Field Type (75)'''General Description''': Lookup – External People
General Description:[[User]] is able to look up [[External|external]] people and store the names (multiple select). The resulting data is read only and not linked to the underlying [[Entity|entity]].
User is able to look up external people and store '''Click on the names (multiple select). The resulting data is read only and not linked to the underlying entitylink above for a more detailed description'''.
Click on the link above for a more detailed description.==[[edit]Custom Field Type (90): Select One – Internal Entity]]==
'''General Description''':
* [[User ]] is able to look up internal [[Entity|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|entity]].
'''Click on the link above for a more detailed description'''.[edit]Custom Field Type (70): Select One – Internal People
General Description==[[Custom Field Type (70):Select One – Internal People]]==
User is able to look up internal people and store a single name. The resulting data is read only and not linked to the underlying entity.'''General Description''':
Click on [[User]] is able to look up [[Internal|internal]] people and store a single name. The resulting data is read only and not linked to the link above for a more detailed descriptionunderlying [[Entity|entity]].
'''Click on the link above for a more detailed description'''.
==[[edit]Custom Field Type (109): Read Only – System Variables]]==
'''General Description''':
This field type is similar to a web page view field and can contain HTML, text field references and expressions. Unlike a web page view field there are no options to save the data.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (39): Read Only – Text]]==
'''General Description''':
This field is used in two circumstances:
* Display a read only version of field value linked through the '''Store to Value'''. * Display the results of a [[Template|template ]] level formula in the [[Universal Tracking Application ]].  '''Click on the link above for a more detailed description'''. ==[[Custom Field Type (20): Select Many – Check Boxes]]== '''General Description''':
* Displays as a set of check boxes in '''Edit''' mode. The [[User|user]] can select multiple values.* In '''View''' mode, the values are displayed as text, semi-colon delimited.* The # of columns option is used to define the number of columns required for display.  '''Click on the link above for a more detailed description'''==[edit[Custom Field Type (22): Select Many – List Box]]== '''General Description''': * Displays as a '''List''' box in '''Edit''' mode.* Displays as a list of values the [[User|user]] can select multiple values. The [[User|user]] needs to use '''Control + Click''' to select multiple items or '''Shift + Click''' to select a set of contiguous items.  '''Click on the link above for a more detailed description'''. ==[[Custom Field Type (2021): Select Many – Scrolling Check BoxesBox]]==
'''General Description''':
* Displays as a set of check boxes within a scrolling window when viewed in '''Edit ''' mode. The [[User|user ]] can select multiple values. * The size of the scrolling window is controlled by the '''Height Setting'''.* In '''View ''' mode, the values are displayed as text, semi-colon delimited. * The # of columns option is used to define the number of columns required for display.
'''Click on the link above for a more detailed description'''.[edit]Custom Field Type (22): Select Many – List Box
General Description==[[Custom Field Type (10):Select One – Combo Box]]==
* Displays as a List box in Edit mode. * Displays as a list of values the user can select multiple values. The user needs to use Control + Click to select multiple items or Shift + Click to select a set of contiguous items. '''General Description''':
Click on the link above for * Displays as a set of values in a more detailed descriptioncombo box.The [[editUser|user]] can select a single value.* The size of scrolling window is controlled by the '''Height Setting'''.Custom Field Type (21): Select Many – Scrolling Check Box* In '''View''' mode the values are displayed as text, semi-colon delimited.
General Description:'''Click on the link above for a more detailed description'''.
* Displays as a set of check boxes within a scrolling window when viewed in Edit mode. The user can select multiple values. * The size of the scrolling window is controlled by the Height Setting. * In View mode the values are displayed as text, semi-colon delimited. ==[[Custom Field Type (72): Select One – Ledger Code]]==
Click on the link above for a more detailed description.[edit]Custom Field Type (10)'''General Description''': Select One – Combo Box
General Description:Links the [[Custom Field|custom field]] to the set of account codes stored in the [[Global Settings]], '''Business Configurations''', '''Ledger Codes'''.
* Displays as '''Click on the link above for a set of values in a combo box. The user can select a single value. * The size of scrolling window is controlled by the Height Setting. * In View mode the values are displayed as text, semi-colon delimitedmore detailed description'''.
Click on the link above for a more detailed description.==[[edit]Custom Field Type (72127): Select One – Ledger CodeMulti-Level Combo]]==
'''General Description''':
Links * Displays up to three combo boxes linked by the selected value.* When the [[User|user]] selects a value for the custom field to first combo box, only the set of account codes stored related values are displayed in the Global Settings, Business Configurations, Ledger Codessecond combo box.
Click on the link above for a more detailed description.
[edit]
Custom Field Type (127): Select One – Multi-Level Combo
General Description==[[Custom Field Type (50):Special – Auto Number]]==
* Displays up to three combo boxes linked by the selected value. * When the user selects a value for the first combo box, only the related values are displayed in the second combo box. '''General Description''':
Click on the link above * Generate a '''unique sequential''' number for a more detailed descriptionthis field.[edit]Custom Field Type (50): Special – Auto * The '''Start''' number is entered in the '''Start Number''' setting and will increment by one for each new record created.
General Description:'''Click on the link above for a more detailed description'''.
* Generate a unique sequential number for this field. * The Start number is entered in the Start Number setting and will increment by one for each new record created. ==[[Custom Field Type (103): Special – Browser Script]]==
Click on the link above for a more detailed description.[edit]Custom Field Type (103)'''General Description''': Special – Browser Script
General Description:* This field type adds a JavaScript to the page on which it is located.* This script will execute whenever the page is saved.* This field type is used by programmers to create enhanced functionality.* The field is not displayed.
* This field type adds a JavaScript to the page '''Click on which it is located. * This script will execute whenever the page is saved. * This field type is used by programmers to create enhanced functionality. * The field is not displayedlink above for a more detailed description'''.
==[[Custom Field Type (60): Special – Calculated Value]]==
Click on the link above for a more detailed description.[edit]Custom Field Type (60)'''General Description''': Special – Calculated Value
General Description:* Executes an expression to calculate a value and store the result.* Additional information can be found in the [[SmartSimple]] wiki.
* Executes an expression to calculate '''Click on the link above for a value and store the result. * Additional information can be found in the SmartSimple wikimore detailed description'''.
Click on the link above for a more detailed description.==[[edit]Custom Field Type (126): Special – Color Code]]==
'''General Description''':
Used to display a colour box based on the value selected by the [[User|user]].
'''Click on the link above for a more detailed description'''.[edit]Custom Field Type (61): Special – Drawing Pad
General Description==[[Custom Field Type (61):Special – Drawing Pad]]==
Used to display a drawing pad on which the user can draw and store the drawing into the field.'''General Description''':
Click Used to display a drawing pad on which the [[User|user]] can draw and store the drawing into the link above for a more detailed descriptionfield.
'''Click on the link above for a more detailed description'''.
==[[edit]Custom Field Type (100): Special – ePad Signature]]==
'''General Description''':
In conjunction with signature pad hardware, is used to capture a written signature and store in the field.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (38): Special – Hidden Value]]== '''General Description''': This field type is used to store a value that you do not want to display to the [[User|user]], but that you may wish to use in a calculated value field or a report.
General Description:'''Click on the link above for a more detailed description'''.
This field type is used to store a value that you do not want to display to the user, but that you may wish to use in a calculated value field or a report.==[[Custom Field Type (31): Special – Timer]]==
Click on the link above for a more detailed description.[edit]Custom Field Type (31)'''General Description''': Special – Timer
General Description:Used to time the amount of time an [[Entity|entity]] is being edited.
Used to time '''Click on the amount of time an entity is being editedlink above for a more detailed description'''.
Click on the link above for a more detailed description.==[[edit]Custom Field Type (111): Store Values – System Variables]]==
'''General Description''':
Used to store an existing value from another field. The example above stores a value from a “parent” UTA entity to a level 2 item.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (44): Text – Password Protected]]== '''General Description''':
General Description:Creating a [[Password|password]] protected field will allow you to store data within the system that cannot be viewed by anyone, regardless of [[Role|role]] or permission, without supplying the correct [[Password|password]]. Before you can view or add a value to the field, you must enter the pass phrase and click the [[Password|password]] button.
Creating a password protected field will allow you to store data within '''Click on the system that cannot be viewed by anyone, regardless of role or permission, without supplying the correct password. Before you can view or add link above for a value to the field, you must enter the pass phrase and click the password buttonmore detailed description'''.
Click on the link above for a more detailed description.==[[edit]Custom Field Type (40): Text – Multiple Lines]]==
'''General Description''':
Text box consisting of one or more lines of text.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (42): Text – Rich Text]]==
'''General Description''':
Text box connected to the HTML Editor.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (30): Text – Single Line]]==
'''General Description''':
A single line of text.
'''Click on the link above for a more detailed description'''==[[edit]Custom Field Type (5): Text – Multiple Columns]]== '''General Description''':
General Description:This [[Custom Field|custom field]] will place a title bar above the fields that fall below it based on the order. This option can also control the layout of the fields by placing them in the desired number of columns by setting the "# of Columns".
This custom field will place a title bar above the fields that fall below it based '''Click on the order. This option can also control the layout of the fields by placing them in the desired number of columns by setting the "# of Columns"link above for a more detailed description'''.
Click on the link above for a more detailed description.[[Category:System Management]][[Category:Custom Fields]]
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