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Custom Fields – General Information

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=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}}.

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, 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:

The syntax for these field types varies (some are processed on the server and other in a JavaScript in the client) and is explained for the individual field type.-->

==Permissions & Availability==

The second tab available when opening a '''Custom Field '''is usually the '''Permissions & Availability '''section. Although the sectioning of permissions and availability will differ depending on what type of Custom Field it is, as well as to what part of the system it is attached to, the '''Permissions & Availability '''options might look something like this:

||Categories

|-

||UTA {{ l1 }} Entities

||UTA Level 1 Template Entities

|}

Emmy Fu

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Custom Fields – General Information

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