Difference between revisions of "Deprecated - Custom Field Type: Store Values – System Variables"

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You can report on that field.
 
You can report on that field.
 
 
<u>'''Field Options''' </u>
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{{FieldOptions}}
 
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{{LabelAboveField}}
* '''Display Order''': The order (relative to other fields) in which this field is displayed
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{{Searchable}}
* '''Tab Name''': Displays the field under a given tab
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{{TrackChanges}}
* '''Field Name''': The name of the field, used internally to reference the user's input
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{{HideField}}
* '''[[Caption]]''': The leading question or prologue before the field
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{{HideFieldForNewRecord}}
* '''Searchable''': This field can be searched within the tracking application
 
* '''Track Changes''': Keeps track of changes made to this field
 
 
 
 
<u>'''Special Options for Field'''</u>
 
<u>'''Special Options for Field'''</u>

Revision as of 14:21, 10 April 2013

Field Display

Cf70.png

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.
Value on the field is updated each time you save.
You can report on that 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@
  • 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.)
  • Searchable: This field can be searched within the tracking application.
  • Track Changes: Keeps track of changes made to this field.
  • Hide Field: Field will be hidden.
  • 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

  • Variables: Reference to field to be stored

e.g. The use of the @currentdate@, in this field can mimic a last modified date feature.

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

Field Formatting Options

  • Style: Bold, Underline, Italic, Highlight
  • 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.

See Also