Difference between revisions of "Deprecated - Custom Field Type: Title Bar – Multiple Columns"

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<u>'''Field Display'''</u>
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{{ Deprecated }}
  
[[Image:Cf73.png]]
 
 
===General Description===
 
  
This [[Custom Field|custom field]] will place a title bar above the subsequent fields based on their '''Display Order'''.  
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==General Description==
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This [[Custom Field|custom field]] will place a title bar above the subsequent fields based on their '''Display 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 option can also control the layout of the fields by placing them in the desired number of columns by setting the "# of Columns".
  
===Field Options===
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==Field Illustrated==
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The screen shot below shows 2 distinct types of Title bar custom fields
  
* '''Display Order''': The order (relative to other fields) in which this field is displayed
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* Title as Tab 1/2: Title Bar - Multiple Columns custom field where the 'Use as Tab' option has been checked. User can click on it to navigate to the tab and see the fields underneath.
* '''Tab Name''': Displays the field under a given tab
 
::* See also [[Tabs (Disambiguation)]]
 
* '''Field Name''': The name of the field, used internally to reference the user's input
 
* '''[[Caption]]''': The text written on the Title Bar
 
::* If you don't want anything written on the Title Bar place a "space" in the '''Caption''' section.
 
* '''Use As Tab''': See [[#Custom Field Tabs|Custom Field Tabs]] below
 
* '''Track Changes''': Keeps track of changes made to this field
 
  
===Special Options for Field===
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* Title as header: Title Bar - Multiple Columns custom field where the 'Use as Tab' option has not been checked. User can click on the +/- symbol to the left of the title bar to hide or expose the fields underneath the header.
  
* '''# of Columns''': The number of columns that the area beneath the title bar will be organized into
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[[Image:Title_bar_examples.png|link:]]
  
'''Note:''' If you wish to have a multi column layout for your fields, but do not want to have a Title Bar above them you may create an invisible Title Bar by placing a hyphen (-) as its '''Caption'''.
 
 
===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
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{{FieldOptions}}
* '''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
 
  
===[[Role Field Permissions|Role - Field Permissions]]===
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* '''# of Columns''': The number of columns that the area beneath the title bar will be organized into
  
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
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{{HideFieldForNewRecord}}
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{{SmartFieldView}}
  
===[[Status Field Permissions|Status - Field Permissions]]===
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==Special Options for Field==
* ''Only present within the [[Universal Tracking Application]]''
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* '''Caption Location''': Control how the Title Bar label should be displayed against on record.
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
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[[Image:Title_bar_caption_location.png|link:]]
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If the '''Normal''' option is selected then the Title Bar will appear as normal, throughout the system including any template pages.
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If the '''Empty Title Bar''' option is selected then the Title Bar will not appear on the screen. Reasons for using this approach include the need for a multi-column layout for your fields, but without having a Title Bar above them, or when using the [[Show/Hide Header]] functionality.
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{{OptionsTab}}
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{{UseAsTab}}
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{{DisableFromGlobalSearch}}
  
 
 
==Custom Field Tabs==
 
==Custom Field Tabs==
The '''Use As Tab''' setting allows you to enable [[Custom Field Tabs]].
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[[Custom Field Tabs]] allows you to separate the [[Custom Fields]] on a record onto multiple tabs on the page:<br />
[[Image:UseAsTab.png]]<br>
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[[Image:Title_bar_sample_in_form.png|link:]]
  
[[Custom Field Tabs]] allows you to separate the [[Custom Fields]] on a record onto multiple tabs on the page:
 
[[Image:CFTs.png]]
 
  
  
* When you enable the '''Use As Tab''' setting, all subsequent [[Custom Fields]] will be placed on the tab.  
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* When you enable the '''Use As Tab''' setting, all subsequent [[Custom Fields]] will be placed on the tab.
 
* To start a new tab create another '''Title Bar – Multiple Column'''s field with '''Use As Tab''' enabled.
 
* To start a new tab create another '''Title Bar – Multiple Column'''s field with '''Use As Tab''' enabled.
 
* Any [[Custom Field]]s prior to the first '''Title Bar – Multiple Columns''' field that has '''Use As Tab''' enabled will be shown ''above'' the [[Custom Field Tabs]].
 
* Any [[Custom Field]]s prior to the first '''Title Bar – Multiple Columns''' field that has '''Use As Tab''' enabled will be shown ''above'' the [[Custom Field Tabs]].
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* If you want to have a Title Bar, or use multiple columns '''on''' a Custom Field Tab you can add Title Bar – Multiple Columns fields ''without'' '''Use As Tab''' selected.
 
* If you want to have a Title Bar, or use multiple columns '''on''' a Custom Field Tab you can add Title Bar – Multiple Columns fields ''without'' '''Use As Tab''' selected.
  
 
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==Note==
'''Important''':
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* When a record containing '''Custom Field Tabs''' is loaded, the fields on all tabs are loaded onto the page.
* When a record containing '''Custom Field Tabs''' is loaded, the fields on all tabs are loaded onto the page.  
 
 
* You do not have to save the page before switching between '''Custom Field Tabs'''. All tabs will be saved when the record is saved.
 
* You do not have to save the page before switching between '''Custom Field Tabs'''. All tabs will be saved when the record is saved.
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* By default, any Title Bars enabled to display as tabs will appear as normal title bars instead of tabs on [[Template Page]]s (external pages).
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** To configure Title Bars as tabs on [[Template Page]]s, enable the "Use Internal Formatting" setting on the [[Level_1_Templates#Template_Settings|Template Settings page]].
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{{CFPermissionsTab}}
  
 
==See Also==
 
==See Also==
* [[Show/Hide Header]]
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** [[Show/Hide Header]]
 
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** [[Tabs (Disambiguation)]]
[[Category:Custom Fields]]
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<!--<span class="mceNonEditable template" id="bs_template:@@@TPL8@@@" data-bs-name="CustomFieldPageFooter" data-bs-type="template" data-bs-id="8">{{ CustomFieldPageFooter }}</span>-->
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[[Category:Deprecated]]

Latest revision as of 16:48, 25 June 2019


Ambox warning pn.png This feature is deprecated and should no longer be used, but may still be available for reasons of backwards compatibility.


General Description

This custom field will place a title bar above the subsequent fields based on their Display 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".

Field Illustrated

The screen shot below shows 2 distinct types of Title bar custom fields

  • Title as Tab 1/2: Title Bar - Multiple Columns custom field where the 'Use as Tab' option has been checked. User can click on it to navigate to the tab and see the fields underneath.
  • Title as header: Title Bar - Multiple Columns custom field where the 'Use as Tab' option has not been checked. User can click on the +/- symbol to the left of the title bar to hide or expose the fields underneath the header.

link:


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@


  • # of Columns: The number of columns that the area beneath the title bar will be organized into
  • 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

  • Caption Location: Control how the Title Bar label should be displayed against on record.

link:

If the Normal option is selected then the Title Bar will appear as normal, throughout the system including any template pages.

If the Empty Title Bar option is selected then the Title Bar will not appear on the screen. Reasons for using this approach include the need for a multi-column layout for your fields, but without having a Title Bar above them, or when using the Show/Hide Header functionality.

Options

General Options Custom Field Tabs are created by selecting the Use as Tab setting on the Title Bar - Multiple Columns Custom Field:

Title bar field tab.png
  • Disable Field From Global Search: Selecting this option means that the contents of this field will not be displayed in Global Search results.

Custom Field Tabs

Custom Field Tabs allows you to separate the Custom Fields on a record onto multiple tabs on the page:
link:


  • When you enable the Use As Tab setting, all subsequent Custom Fields will be placed on the tab.
  • To start a new tab create another Title Bar – Multiple Columns field with Use As Tab enabled.
  • Any Custom Fields prior to the first Title Bar – Multiple Columns field that has Use As Tab enabled will be shown above the Custom Field Tabs.
  • It is not possible to have Custom Fields that are displayed below the Custom Field Tabs. They will all appear on the last tab.
  • Tabs will be displayed with the Field Name or Caption (if defined) of the Title Bar – Multiple Columns field.
  • If you want to have a Title Bar, or use multiple columns on a Custom Field Tab you can add Title Bar – Multiple Columns fields without Use As Tab selected.

Note

  • When a record containing Custom Field Tabs is loaded, the fields on all tabs are loaded onto the page.
  • You do not have to save the page before switching between Custom Field Tabs. All tabs will be saved when the record is saved.
  • By default, any Title Bars enabled to display as tabs will appear as normal title bars instead of tabs on Template Pages (external pages).

Permissions & Availability Tab

See Also