Changes

Custom Fields – General Information

3,453 bytes added, 20:07, 27 June 2019

no edit summary

=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~~ based '''Settings '''page from within a {{UTA}}.

~~New custom fields~~ '''Custom Fields '''are ~~added on a regular basis - we currently have over 50 field types that can be~~ used ~~to capture and store data. For a full list of Custom Fields, see~~ in addition to [[~~:Category:Custom~~ Standard Fields~~#Types of Custom~~ ]], which are automatically built into your system (for example, '''Name '''or '''Address '''are typical Standard Fields~~|Types of~~ ). While '''Custom Fields~~]]. You~~ '''can ~~also check the [[Upgrades]] section of our Wiki for continuous notice of the latest field types~~be added, removed, and customized, as a general rule Standard Fields cannot be changed, although they might be renamed or modified.

'''~~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). While '''~~Features of Custom Fields : '''~~can be added, removed, and customized, as a general rule Standard Fields cannot be changed, although they might be renamed or modified.~~

* All fields display data in configurable ways: for example, they can be grouped into tabs or displayed in multiple columns to avoid cluttering the page.* The maximum number of custom fields that can be displayed on a single page is 400 total - although any number of custom fields can be created for any object* New custom fields can be added at any time without compromising existing and current information* You use [[User Role|roles]] to control who can see and update specific fields * You can build [[Reports]] based on custom fields (as well as [[Standard Fields]]) * You can build Search [[Filters]] using custom fields (as well as [[Standard Fields]])

* The maximum number For a full list of Custom Fields, see [[:Category:Custom Fields#Types of Custom Fields|Types of ~~custom fields that~~ Custom Fields]]. You can ~~be displayed on a single page is 400 total~~also check the [[Upgrades]] section of our Wiki for continuous notice of the latest field types.

==Accessing Custom Fields==

<!--

{{ </spanclass="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" FieldOptionsINFO" data-bs-type="template" data-bs-id="3"><class="mceNonEditable template" id="bs_template:@@@TPL3@@@" data-bs-name=" FieldOptionsINFO" data-bs-type="template" data-bs-id="3">{{ FieldOptionsINFO }}{{ DisplayINFO }}</span~~><~~/span></~~spanclass="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" DisplayINFO" data-bs-type="template" data-bs-id="4"><~~/span></~~spanclass="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" DisplayINFO" data-bs-type="template" data-bs-id="4"><class="mceNonEditable template" id="bs_template:@@@TPL4@@@" data-bs-name=" DisplayINFO" data-bs-type="template" data-bs-id="4">{{ DisplayINFO }}{{ </spanclass="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" ValidationINFO" data-bs-type="template" data-bs-id="5"><~~/span></~~spanclass="mceNonEditable template" id="bs_template:@@@TPL5@@@" data-bs-name=" ValidationINFO" data-bs-type="template" data-bs-id="5">{{ ValidationINFO }}~~{{ FeatureOptionsINFO }}~~<~~/span></~~spanclass="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" FeatureOptionsINFO" data-bs-type="template" data-bs-id="6"><~~/span></~~spanclass="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" FeatureOptionsINFO" data-bs-type="template" data-bs-id="6"></span~~></class="mceNonEditable template" id="bs_template:@@@TPL6@@@" data-bs-name=" FeatureOptionsINFO" data-bs-type="template" data-bs-id="6">{{ FeatureOptionsINFO }}{{ {{ ValueStorage }}}

-->

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

||Categories

|-

||UTA {{ l1 }} Entities

||UTA Level 1 Template Entities

|}

Emmy Fu

2,299

edits

Changes

Custom Fields – General Information

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools