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Custom Fields – General Information

429 bytes added, 15:48, 22 August 2018
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The following settings are common to almost all [[Custom Fields|Custom Field]] types:
[[Image:Cf1.png]]* '''Custom Field ID'''* '''Field Type'''* '''Field Name'''* '''Caption'''* '''Display Order'''* '''Description'''
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[[Image:Cf1.png]]-->
===Field Name and Field ID===
* The field name is mandatory.* The name and can be up to 255 characters long and in length.* The name should not include special characters that could be misinterpreted by the [[Browser|browser]].
* The Field ID is automatically generated by the system as a number value and is displayed to the right.
<u>'''Field Type'''</u>
The field type is used to define the characteristics of the field. There are over '''50''' field types currently available.
===Common Custom Field Settings===
Each custom field contains a button at the top linking it to the three following settings pages:
 
* [[Field Data]] - displays all the values that have been saved to the field.
* [[Update History]] - displays all the updates to field settings.
* [[Custom Field Language Settings|Language Setting]]
 
===[[display order|Display Order]]===
* This setting determines the order that the field will be displayed on the page. The first field that is added to an [[Entity|entity]] will use a display order of 10.
You should start the number sequence for these types of related fields at some higher level. For example, role 1 starts at 5000, role 2 starts at 8000.
 
==Common Custom Field Settings==
Each custom field contains a button at the top linking it to the three following settings pages:
 
* [[Field Data]] - displays all the values that have been saved to the field.
* [[Update History]] - displays all the updates to field settings.
<!--* [[Custom Field Language Settings|Language Setting]] - -->
* Search Reference - displays all locations where the custom field is referenced in the system.
===Tab Name===
* The tab name can be any text string.
* Custom fields that are not associated with a tab will be displayed on a tab named Default.
* The Tab Name option appears once the Advanced Options are enabled, on the Classic Options tab.
====Fields with No Tab Set====
===Visibility Condition===
Whether or not a [[Custom Field|custom field]] is visible can be controlled using conditional statements in this box.
(Appears on the Permissions and Availability tab, once the Advanced Options are enabled.)
See [[Visibility Condition]] for more information.
[[Image:Cf8.png]]
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<u>'''How Field Data is Stored'''</u>
* '''Object Type''' fields are stored on the server in a resource folder on the server.
These fields can consist of files of any type such as documents or images. Document type fields are searchable provided the '''File Index''' option is selected (this option is only available for these types of fields).-->===Custom Field References===This feature is intended to help determine the impact of a custom field change by highlighting where the custom field is referenced within the system Each Custom field has a '''Search Reference''' [[Image:SearchReference1.png|border]] When used the feature will search references to this custom field via variable syntax in various areas, including: * Other custom field options/visibility condition, including [[JavaScript Validation]], [[Visibility Condition]], [[Custom Field Type: Special – Calculated Value|calculated values]], etc.* [[Template / Type Formula|Template formulas]]* [[Submit buttons]]* [[Submit Logic]]* [[SmartCheck Validation]]* [[Workflow Task]]* [[Creating_a_Single_Step_Workflow#Connecting_Tasks|Workflow connectors]]* Data class policy [[Image:SearchReference2.png|border]]
===Import and Export Custom Fields===
Also see [[Custom Field Import Wizard]]
 
===Custom Field References===
This feature is intended to help determine the impact of a custom field change by highlighting where the custom field is referenced within the system
 
Each Custom field has a '''Search Reference'''
 
[[Image:SearchReference1.png|border]]
 
When used the feature will search references to this custom field via variable syntax in various areas, including:
 
* Other custom field options/visibility condition, including [[JavaScript Validation]], [[Visibility Condition]], [[Custom Field Type: Special – Calculated Value|calculated values]], etc.
* [[Template / Type Formula|Template formulas]]
* [[Submit buttons]]
* [[Submit Logic]]
* [[SmartCheck Validation]]
* [[Workflow Task]]
* [[Creating_a_Single_Step_Workflow#Connecting_Tasks|Workflow connectors]]
* Data class policy
 
[[Image:SearchReference2.png|border]]
===Custom Field Types===
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