Deprecated - Custom Field Type: Dynamic Data – Dynamic Control Field
Field Display
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.
IMPORTANT: Do not embed a dynamic control field within a dynamic control field.
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.
- Searchable: This field can be searched within the tracking application.
- Track Changes: Keeps track of changes made to this field.
- Show as Radio Buttons: Values will be displayed as radio buttons, rather than check boxes.
- Show Display Value in List Views: By default, the stored value is shown when fields are referenced in List Views. Selecting this option will display the display value.
- Enable Server-Side Validation - See Server-Side Validation page for details.
Enable KML: Used to upload a KML file which is used to display geographic data on a map.
- Disable Quick Edit: Disables this field from being selectable in Quick Edit on a List View.
- 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.)
- 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.
- SmartField View - Include or exclude this field from SmartField Views (@SmartFields@) or only display this field for SmartField Views. See SmartField View for further details.
Special Options for Field
Values control the options displayed in combo box. For example: No;Yes
Values are separated by semi-colons with no spaces. If the Allow Empty option is set to unchecked, then the first value will need to be a prompt for the user as the value will not be accepted as a valid selection. For example: Select from List;Yes;No
In this example, one set of custom fields can be displayed if Yes is selected, and an alternative set of fields displayed if No is selected.
Addition Custom fields – additional custom fields are added to the field.
The Tab name is used to control the sub-fields to be displayed. In this example, setting the tab name to Yes displays the fields when Yes is selected in the Dynamic Control field.
- Visibility Condition: See the Visibility Condition Wiki page.
- Field Permission Matrix: See the Field Permission Matrix Wiki page.
Validation
| Option | Description | Format |
|---|---|---|
| Mandatory | Selecting this option means that this field is required and must be completed. | Not Applicable |
| 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. | Not Applicable |
| Custom Validation | - | Not Applicable |
| Failed Validation Message | Message displayed if validation fails. | Not Applicable |
- Value Storage: Enables linking two different custom fields to the same user data. See Value Stores To page.
- Field Formatting Options: See the Field Formatting Options Wiki page.
- Role - Field Permissions: These settings allow you to control by Role who is allowed to view and/or modify the field.
- Status - Field Permissions: These settings allow you to control by the Status of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
- Type - Field Permissions: These settings allow you to control by the template of the record whether or not the field can be viewed and/or modified. (Only present within the Universal Tracking Application)
Notes
IMPORTANT: Do not embed a dynamic control field within a dynamic control field.
When using a dynamic control field beneath a Title bar field the number of columns of the title bar must be set to 1.
You can determine the fields to be displayed based on more than a single value. For example, if the field options are: Select From List;Less than 100;Between 100 and 200;Greater than 300. You could set the value for a given field to display in more than one selection. Setting the value to Less than 100;Greater than 300 would display the field when either of these options was selected.
Allow Empty
- Because the values in a Combo Box Custom Field are restricted to the semi-colon delimited list in the Values field, the Allow Empty field has a slightly different behaviour than usual. It controls whether or not the record can be saved with the default value (which is the first value listed in the Values section):
- If Allow Empty is checked, the record can be saved with the default value.
- If Allow Empty is not checked, the record cannot be saved with the default value. In this way you can force the user to select a value different from the default value.
- Important: Because the record cannot be saved with the default value, the first item listed in the Value section should be either a space followed by a semi-colon (if you want the field to start out blank) or an instruction to the user such as -----Select One-----; Please choose; or similar. You do not want an actual value as the first item, since the record can never be saved with the first value if Allow Empty is deselected.
