Changes

A special tag is used to suppress any fields that are missing from the underlying [[Entity|entity]] - '''<!--hideifnotfound-->'''[[Image:Advc2.png]]. Placing this tag in front of any field that may not be present will suppress the display of the variable name.

2. Add this tag before the '''@salutation@ ''' field.<!--hideifnotfound-->@salutation@ @firstname@ @lastname@<br>

3. Save the Web Page View Field[[Image:Advc3.png]]

43. Display an Employee recordSave the '''Web Page View''' Field.

54. Click the Open button on the Letter of Offer fieldDisplay an '''Employee''' record.

5. Click the '''Open''' button on the '''Letter of Offer''' field. The '''@salutation@ ''' field is suppressed.

6. '''Close ''' the Window. ==Document Options==

You control which options are available to the user of each Web Page View field. Each of the selected options will add a button to the top of the [[Custom Field Type (110): Display Only – Web Page View|Web Page View ]] field. The following example shows how the field will look with all options enabled:

• * '''Show Menu ''' – check box that defines if a [[Menu|menu ]] should be shown in the document window. ===General Options=== • * '''Allow Printing ''' – enables the [[User|user ]] to print the resultant document.• * '''Allow Editing ''' – enables the [[User|user ]] to edit the document with the HTML Editor• * '''Allow New Window ''' – displays the document in a new window so the [[Browser|browser’s ]] print function can be used.• * '''Is XML ''' – indicates that the document is prepared as an XML output. ===PDF Options=== • * '''Enable Password Protection ''' – enables the [[User|user ]] to [[Password|password ]] protect the document (generally used when the document is going to be emailed).• * '''Send as Email ''' – enables the [[User|user ]] to send the PDF as an attachment to an email message.• * '''Save to Multiple File Field ''' – enables the [[User|user ]] to save the document as a PDF into any multiple file type fields in the related [[Entity|entity]].• * '''Save to Local Disk ''' – enables the [[User|user ]] to save a local copy of the PDF document. ===HTML Options=== • * '''Send as Email ''' – enables the [[User|user ]] to send the document as the body of an email message.• * '''Save to Multiple File Field ''' – enables the [[User|user ]] to save the document as an HTML document into any multiple file type fields in the related [[Entity|entity]].• * '''Save to Local Disk ''' – enables the [[User|user ]] to save a local copy of the HTML document.

1. Display the '''Web Page View ''' [[Custom Field|custom field]].

2. Select all the '''Document Options'''.

3. Click the '''Save ''' button.

4. Display an '''Employee ''' record.

5. Click the '''Open ''' button on the '''Letter of Offer ''' field.

The '''Letter of Offer ''' document is displayed.

6. '''Close ''' the window.

=Using the Link – Multiple Files Field=

The final [[Custom Fields|custom field ]] type will be the '''Multiple Files Field'''. This field stores multiple files into a single field and is used to store:• * Uploaded documents.• * Documents that are created using the [[Custom Field Type (110): Display Only – Web Page View|Web Page View ]] type field using the '''Store to Server ''' option.

 1. Add a new field to the '''Employee Role Field List ''' named '''Employee Related Documents'''. 2. Set the '''Display Order ''' to '''95 ''' to ensure the field appears in the correct location. 3. Set the field type to '''Link – Multiple Files'''.

==Multiple Files Field Options==

• * '''Keep Version ''' – provides for version control over documents added. When a second document with the same name is added, the name will be appended with V_# (where # is the version number starting at 1).• * '''No Deletion ''' – suppress the [[User|user’s ]] ability to delete any files stored in the field and '''Manager Permission ''' is required by the [[User|user ]] to delete a – '''Allow Delete Multiple Files Fields'''.* '''Sort Order''' – files stored in the field can be ordered by '''File Name''', '''File Size''' or '''Update Date''' (descending).* '''Index''' – enables file indexing and full text searching on the embedded documents.

Allow Delete Multiple Files Fields1.• Sort Order – files stored in Enable '''all the field can be ordered by File Name, File Size or Update Date (descending).• Index – enables file indexing and full text searching on the embedded documentsoptions'''.

12. Enable all Set the options'''Sort order''' to '''Upload Date'''.

23. Set Save the Sort order to Upload Date'''field'''.

34. Save the fieldDisplay an '''Employee''' record.

45. Display an Employee recordClick the '''Open''' button on the '''Letter of Offer''' field.

5. Click the Open button on the Letter of Offer field. The '''Letter of Offer ''' document is displayed.

6. Select the Folder Name '''Employee Related Documents'''.

7. Click the '''Save to Server as PDF ''' tab.

8. Click the '''OK ''' button.

Because you enabled the '''Password Protection ''' setting you are prompted for a document [[Password|password]].

9. Enter a [[Password|password]].

10. Click the '''OK ''' button.

The '''Letter ''' is saved.

11. Close the '''Window'''.

12. Refresh the '''Employee ''' window.

The document is saved into the '''Employee Related Documents ''' field.

Importing Data to [[Category:Custom Fields If you create custom fields for an object before you import information, then you can upload information into these custom fields. See the Module  Importing Information on page 60 for more details on the import process.]][[Category:System Management]]