Difference between revisions of "Date Fields"

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(Created page with "The '''Track Changes''' feature is used to enable the logging of all changes to any specified Custom Fields or Standard Fields within the system, including within a ...")
 
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The '''Track Changes''' feature is used to enable the logging of all changes to any specified [[Custom Fields]] or [[Standard Fields]] within the system, including within a [[Universal Tracking Application]], contact, company or transaction record.
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The'''Calendar Date Field''' allows for easy selection of dates within SmartSimple.  
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==Individual Fields==
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For [[Custom Field|Custom Fields]] the '''Caption''' setting is used if you want to have a label for the field that is different than the field name. If the caption is not set, then the field name will be used as the caption.
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Once a [[User|user]] has the '''View Field History''' [[Manager Permissions]], the '''hourglass''' icon will be displayed in the field [[caption]]'s [[Tool Tip|tool tip]]. Hovering the mouse over the field caption will display the tool tip.
 
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:[[Image:HistoryButton.png|link=]]
 
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Clicking on the hourglass brings up a window that displays the history of changes to that field.
 
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:[[Image:HistoryPopUp.png|link=]]
 
  
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:[[Image:CaptionSetting.png|link=]]
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::will display as
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:[[Image:CaptionDisplay.png|link=]]
  
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'''Note:'''
 
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* Track Changes on [[Standard Fields]] only records changes to data. It does not create an entry for the value stored the first time the record is saved. When the data is subsequently changed, the original value will be listed as the “Old Value.” The date the original value was set will be the record creation date/time.
 
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* On [[Custom Fields]], Track Changes records the first data entry as well as each subsequent change.
 
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* If you have a [[Shadow Application]], you must enable '''Track Changes''' on the fields in the Shadow Application if you wish to track changes initiated when records are accessed through the Shadow UTA.
 
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* You can create [[reports]] on the custom field history using the [[Report_Recordsets#Field_and_Object_Log_Recordsets|Field and Object Log recordsets]].
 
  
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<!--In the case of most [[Standard Field]]s (other than those within a [[UTA]]) the caption can only be changed on [[External]] Pages. -->
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If you want the '''Caption''' to appear above the field instead of to the left of a custom field, select the "Label Above Field" option in the custom field settings.
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{{LabelAboveField}}
  
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==All Tracked Fields==
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If you are using a [[Custom Field Type: Title Bar – Multiple Columns|Title Bar – Multiple Columns]] Custom Field to define the number of columns, but don't want the actual Title Bar to appear, choose "Empty Title Bar" from the Label Display option.  
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Once a [[User|user]] has the '''View Field History''' [[Manager Permissions]], the '''Field History''' tab will be displayed at the top of each individual record within the UTA.
 
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:[[Image:FieldHistory1.png|link=]]
 
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If the user clicks on the '''Field History''' tab then they will see a list of all the tracked changes for ALL tracked fields on a record. This will make it easy to identify what fields have been changed recently, rather than having to open the track changes on each field individually.
 
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:[[Image:FieldHistory2.png|link=]]
 
  
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===See Also:===
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Note that the ''Caption'' setting is resizable, so when entering larger captions for a field, the entire caption can be seen.
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* [[Accessing Field or Status History in a Web Page View]]
 
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* [[Manager_Permissions#Manager_Permissions_Available_By_Default|Manager Permissions]]
 
  
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[[Category:System Auditing]][[Category:Custom Fields]]
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==Disambiguation - Status and Template Captions==
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[[Templates]], [[Types]] and [[Statuses]] can be given captions as well. These captions will be used instead of the Template/Type/Status name when displayed to the end user.
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Where the name of the Template/Type or Status is returned by the variable @type@ or @status@, the caption can be returned using the [[Variable List|variable]] @typecaption@ or @statuscaption@.
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==See Also==
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* [[Label Display Options]]
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[[Category:Glossary]][[Category:Custom Fields]]

Revision as of 17:12, 10 July 2014

TheCalendar Date Field allows for easy selection of dates within SmartSimple.

For Custom Fields the Caption setting is used if you want to have a label for the field that is different than the field name. If the caption is not set, then the field name will be used as the caption.

CaptionSetting.png
will display as
CaptionDisplay.png


If you want the Caption to appear above the field instead of to the left of a custom field, select the "Label Above Field" option in the custom field settings.

  • 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.)

If you are using a Title Bar – Multiple Columns Custom Field to define the number of columns, but don't want the actual Title Bar to appear, choose "Empty Title Bar" from the Label Display option.

Note that the Caption setting is resizable, so when entering larger captions for a field, the entire caption can be seen.

Disambiguation - Status and Template Captions

Templates, Types and Statuses can be given captions as well. These captions will be used instead of the Template/Type/Status name when displayed to the end user.

Where the name of the Template/Type or Status is returned by the variable @type@ or @status@, the caption can be returned using the variable @typecaption@ or @statuscaption@.

See Also

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