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Custom Fields – General Information

11,992 bytes added, 17:10, 27 June 2019

Undo revision 35908 by Efu (talk)

~~__TOC__~~=Overview=A '''Custom Field '''is the basic unit of data storage, created on an as-needed basis for your system, and is associated with a [[SmartSimple]] [[entity]] such as a [[User|contact]], [[Organization|organization]], [[User Role|role]], or activity. These fields can be accessed and controlled from either the [[Global Settings]] area of your system, or on the Entity-based '''Settings '''page within a {{UTA}}. New custom fields are added on a regular basis - we currently have over 50 field types that can be used to capture and store data. Check the [[Upgrades]] section of our Wiki for continuous notice of the latest field types.

~~==General Description==A custom field is created on an as-needed basis~~'''Custom Fields '''are used in addition to [[Standard Fields]], which are automatically built into your system (for example, '''Name '''or '''Address '''are typical Standard Fields), ~~and is associated with a SmartSimple entity such~~ and as a ~~contact~~general rule cannot be changed, ~~company, role, or activity. These fields can~~ although they might be ~~accessed and controlled via links on the Global Settings page~~ renamed or ~~on the Entity Settings Page within a UTA. New custom field types are added on a regular basis, so check the upgrade notes in the Wiki for the latest field types~~modified.

~~===Overview===This page will serve as the main repository~~ All fields display data in configurable ways: for ~~setup information that is shared between most field types--setup options that are specific~~ example, they can be grouped into tabs or displayed in multiple columns to ~~a certain field type will be explained on~~ avoid cluttering the ~~field~~ page ~~itself~~.

* The maximum number of custom fields that can be displayed on a single page is 400 total. ==Accessing Custom Fields=~~Common~~ =1. Click the 9-square menu icon on the top right of your page. :: {{Icon-Menu}} 2. Under the heading '''Configuration, '''select '''Global Settings.''' The hyperlink to '''Custom Fields '''will be available under ''each ''tab. Clicking the '''Custom Fields '''link under a specific tab will bring you to the custom fields that are associated with the purpose of that tab - for example, if you click on the '''Custom Fields '''under the '''User '''tab, this will bring you to a list of all custom fields specifically associated with [[User|users]], both [[Internal|internal]] and [[External|external]]. {| class="wikitable"|-||'''System - Custom Fields'''||A list of all custom fields from ''all ''object types in the system.|-||'''Organizations - Custom Fields'''||Create and manage custom fields for '''Branch '''([[Internal]] organization on the [[Organization hierarchy|organization hierarchy]]) and '''Organization '''([[External]])|-||'''Users - Custom Fields'''||Create and manage custom fields for [[User|users]], both [[Internal]] '''Staff '''and [[External]] '''Contacts'''|-||'''Associations - Custom Fields'''||Create and manage custom fields for [[Association Settings|associations]], which can be between companies and users or company-to-company |-||'''Transactions - Custom Fields'''||Create and manage custom fields for [[:Category:Transactions|Transactions]] and [[Transaction Attribution|transactions attributions]]|}:: [[File:All custom fields.png|thumb|none|600px|border|All custom fields for system objects]]:: [[File:Organization custom fields.png|thumb|none|500px|border|Custom fields for Organizations under the Organizations tab]]When you click into a '''Custom Fields''' hyperlink from the '''Global Settings''' area, you will be brought to a [[List View Overview|list display]] of all available custom fields relating to that part of the system. In order to modify a Custom Field ~~Options=~~, you can simply select the '''pencil icon''' to the left side of the custom field name, as shown below::: [[File:Edit custom field.png|950px|border]]=Configuration - Essentials=<pre> This page will serve as the main repository for setup information that is shared between most field types. To find setup options that are specific to a certain field type, look into the Wiki page for that field type itself. </pre>

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The following settings are common to nearly all [[Custom Fields|Custom Field]] types:

||Categories

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||UTA {{ l1 }} Entities

||UTA Level 1 Template Entities

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Emmy Fu

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Custom Fields – General Information

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