Changes

Transaction Custom and Standard Field Types

1,578 bytes added, 17:27, 12 June 2014
Transaction Standard Fields
=Transaction Standard Fields=
Each The following [[standard fields]] can be activated for each transaction type:  {||bgcolor=#D1D0CE|'''Field Name'''|bgcolor=#D1D0CE|'''Description'''|bgcolor=#D1D0CE|'''[[Variable_List#Level_1|Associated Variable]]'''|- |'''Created By'''|Stamp of user name that created the record.|''not applicable''|-|bgcolor=#D1D0CE|'''Created Date'''|bgcolor=#D1D0CE|Stamp of the date and time that the record was created.|bgcolor=#D1D0CE|''not applicable''|-|'''Description'''|A text field to enter a description.|@description@ or @details@|-|bgcolor=#D1D0CE|'''Customer'''|bgcolor=#D1D0CE|A company lookup field to link the {{l1}} item to one specific company.|bgcolor=#D1D0CE|@client@|-|'''Description'''|Narrative description text box.|@description@|-|bgcolor=#D1D0CE|'''End Date'''|bgcolor=#D1D0CE|Milestone date.|bgcolor=#D1D0CE|@enddate@|-|'''Level Two Lookup'''|Used to associate transaction with a {{l2}} record|''not applicable''|- |bgcolor=#D1D0CE|'''Modified Date'''|bgcolor=#D1D0CE|Date that the {{l1}} item was last modified.|bgcolor=#D1D0CE|@trsts@ (transaction time-stamp)|- |'''Start Date'''|Milestone date – initially set to current date.|@startdate@|-|bgcolor=#D1D0CE|'''Status'''|bgcolor=#D1D0CE|[[Status]] setting for the transaction|bgcolor=#D1D0CE|@status@|-|'''Subject'''|Narrative text field for Subject.|@subject@|} * '''Created By''' - * '''Created Date''' - * '''Description''' - * '''End Date''' - * '''Level Two Lookup''' - * '''Modified Date''' - * '''Start Date''' - * '''Status''' - * '''Subject''' -  transaction consists of the following fields:
* '''Name''' - The '''Name''' of the transaction type. This name will be displayed on the tab.
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