Deprecated - Custom Field Type: Title Bar – Multiple Columns

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Revision as of 12:55, 22 April 2013 by Arthur Lathrop (talk | contribs) (Special Options for Field)

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Field Display

Cf73.png

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 Options

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@
  • Use As Tab: See Custom Field Tabs below.
  • 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

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

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
  • 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

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.


Custom Field Tabs

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


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


  • 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.


Important:

  • 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.

See Also