Difference between revisions of "Template:StandardFieldSettings"

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(→‎Enable Status Duration Log)
 
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===Language===
 
===Language===
 +
When a new [[language]] is selected, you will have the option to enter new values for the [[Caption]], [[Tool Tip]] and [[Validation Message]]s.
  
−
When a new [[language]] is selected, you will have the option to enter new values for the [[Caption]], [[Tool Tip]] and [[Validation Message]]s.  
+
* See Also: [[Custom Field Language Settings]].
  
−
* See Also: [[Custom Field Language Settings]].
 
 
https://wiki.smartsimple.com/index.php?title=Template:StandardFieldSettings&action=edit
 
https://wiki.smartsimple.com/index.php?title=Template:StandardFieldSettings&action=edit
 +
 
===[[Caption]]===
 
===[[Caption]]===
−
 
+
* All fields with a name in this field have been enabled.
−
* All fields with a name in this field have been enabled.  
 
  
 
===Mandatory===
 
===Mandatory===
−
*The Mandatory option will ensure that a value has been input into the field before the record can be saved.
+
* The Mandatory option will ensure that a value has been input into the field before the record can be saved.
−
*This validation is not performed when if the '''Save Draft''' button (if enabled) is used to save the record.  
+
* This validation is not performed when if the '''Save Draft''' button (if enabled) is used to save the record.
−
:*''See [[Statuses]] for details.''
+
** ''See [[Statuses]] for details.''
  
 
===Read Only===
 
===Read Only===
−
 
+
* The Read Only option prevents the value in the field from being changed by the user.
−
*The Read Only option prevents the value in the field from being changed by the user.
+
* The field can still be updated programmatically through the use of [[Template / Type Formula]]s or [[Browser Script]]s.
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*The field can still be updated programmatically through the use of [[Template / Type Formula]]s or [[Browser Script]]s.  
 
  
 
===Track Changes===
 
===Track Changes===
−
 
+
* The Track Changes option enables tracking of any changes made to the standard field.
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*The Track Changes option enables tracking of any changes made to the standard field.  
+
* ''Fields that have "[[Track Changes]]" enabled will be displayed with an icon to indicate this.
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:*''Fields that have "[[Track Changes]]" enabled will be displayed with an icon to indicate this.
+
* ''Users that have been given the relevant [[Manager Permission]] will be able to view the field history.''
−
:*''Users that have been given the relevant [[Manager Permission]] will be able to view the field history.''
 
  
 
===Server Validation===
 
===Server Validation===
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*The Server option will enable [[Server-Side Validation]] for the Standard field.  
+
* The Server option will enable [[Server-Side Validation]] for the Standard field.
−
 
 
−
===Phone Number Format===
 
−
*Available for the ''Phone'' and ''Fax'' standard fields.
 
−
*These settings determine how numbers entered into this field will be formatted.
 
−
:*''See [[Phone Number Format]] for details.''
 
  
 
===Tool Tip===
 
===Tool Tip===
−
*Allows you to define "mouse-over" help text.
+
* Allows you to define "mouse-over" help text.
−
*When the user hovers their mouse pointer over the caption, the text in the Tool Tip section will appear.
+
* When the user hovers their mouse pointer over the caption, the text in the Tool Tip section will appear.
−
:*''See [[Tool Tip]] for additional detail.''
+
* ''See [[Tool Tip]] for additional detail.''
  
 
===Validation===
 
===Validation===
−
*Allows you to define custom validation for the page, based on the values entered into this field. See [[JavaScript Validation]] for detailed instructions.  
+
* Allows you to define custom validation for the page, based on the values entered into this field. See [[JavaScript Validation]] for detailed instructions.
  
 
===Validation Message===
 
===Validation Message===
−
*This box is used to control the message that is displayed when the user does not complete a Mandatory field and attempts to save the record.  
+
* This box is used to control the message that is displayed when the user does not complete a Mandatory field and attempts to save the record.
−
:*''See [[Validation Message]] for more information.''
+
* ''See [[Validation Message]] for more information.''
  
−
===Visibility Condition===
+
===Phone Number Format===
−
*Whether or not the Standard Field is visible can be controlled using conditional statements in this box.
+
* Available for the ''Phone'' and ''Fax'' standard fields.
−
:*''See [[Visibility Condition]] for more information.''  
+
* These settings determine how numbers entered into this field will be formatted.
−
 
+
* ''See [[Phone Number Format]] for details.''
−
===Edit Condition===
 
−
*Whether or not the Standard Field is treated as read-only or not can be controlled using conditional statements in this box.  
 
−
:*''See [[Edit Condition]] for more information.''  
 
−
 
 
−
===[[Role Field Permissions|Role - Field Permissions]]===
 
−
These [[Role Field Permissions|settings]] allow you to control by [[Role]] who is allowed to view and/or modify the field.
 
−
 
 
−
===[[Status Field Permissions|Status - Field Permissions]]===
 
−
These [[Status Field Permissions|settings]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.
 
−
 
 
−
===[[Category Type - Field Availability]]===
 
−
These settings allow you to control by the [[Client Categories|category]] of the organization record whether or not the field can be viewed. Only available against organization specific fields.
 
  
−
===[[Role Type - Field Availability]]===
+
===Enable Status Duration Log===
−
These settings allow you to control by the [[User Role|role]] of the user record whether or not the field can be viewed. Only available against user specific fields.  
+
* Available for the 'Status' standard field. This selector will appear if "Track Changes" is enabled. When the "Enable Status Duration Log" is enabled, each status change will update the Duration field on the current log record. The Duration (in days) can be exported using a report from the system.
 +
* The options to "Populate Historical Data" and "Status for Daily Increment of Duration Log" will appear if "Enable Status Duration Log" is enabled. Clicking "Populate Historical Data" will complete a batch update status change history log of all existing records on the UTA to populate the Duration field. The "Status for Daily Increment of Duration Log" can select specific statuses where the daily increments of the Duration field applies.
  
 
[[Category:Standard Fields]]
 
[[Category:Standard Fields]]

Latest revision as of 14:09, 25 September 2017

Language

When a new language is selected, you will have the option to enter new values for the Caption, Tool Tip and Validation Messages.

https://wiki.smartsimple.com/index.php?title=Template:StandardFieldSettings&action=edit

Caption

  • All fields with a name in this field have been enabled.

Mandatory

  • The Mandatory option will ensure that a value has been input into the field before the record can be saved.
  • This validation is not performed when if the Save Draft button (if enabled) is used to save the record.

Read Only

  • The Read Only option prevents the value in the field from being changed by the user.
  • The field can still be updated programmatically through the use of Template / Type Formulas or Browser Scripts.

Track Changes

  • The Track Changes option enables tracking of any changes made to the standard field.
  • Fields that have "Track Changes" enabled will be displayed with an icon to indicate this.
  • Users that have been given the relevant Manager Permission will be able to view the field history.

Server Validation

Tool Tip

  • Allows you to define "mouse-over" help text.
  • When the user hovers their mouse pointer over the caption, the text in the Tool Tip section will appear.
  • See Tool Tip for additional detail.

Validation

  • Allows you to define custom validation for the page, based on the values entered into this field. See JavaScript Validation for detailed instructions.

Validation Message

  • This box is used to control the message that is displayed when the user does not complete a Mandatory field and attempts to save the record.
  • See Validation Message for more information.

Phone Number Format

  • Available for the Phone and Fax standard fields.
  • These settings determine how numbers entered into this field will be formatted.
  • See Phone Number Format for details.

Enable Status Duration Log

  • Available for the 'Status' standard field. This selector will appear if "Track Changes" is enabled. When the "Enable Status Duration Log" is enabled, each status change will update the Duration field on the current log record. The Duration (in days) can be exported using a report from the system.
  • The options to "Populate Historical Data" and "Status for Daily Increment of Duration Log" will appear if "Enable Status Duration Log" is enabled. Clicking "Populate Historical Data" will complete a batch update status change history log of all existing records on the UTA to populate the Duration field. The "Status for Daily Increment of Duration Log" can select specific statuses where the daily increments of the Duration field applies.
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