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For a simple application, when creating a new custom field, you can select from a predefined list of field types depending on the end use. For example, a record containing a simple field for “About” can have the field type '''Text Box - Multiple Lines'''. A field for “Shipping Address” could have the type '''Special - Geo Mapping'''. See [[:Category:Custom Field Types|Category: Custom Field Types]] for full list of available field types to choose from, including dropdowns, radio buttons, checkboxes, date pickers, and more.
Once you select the appropriate field type, you can also give the custom field a name in the database ('''Field Name''') and a display name that will be visible to users ('''Caption'''). The '''Display Order''' determines where in the form this custom field appears. The higher the number, the closer to the top of the form the field appears. A '''Description''' is not mandatory and will only be visible to '''Global Administrators''', however filling out a simple description for each custom field will make it easier to track changes and remember what each field is for.
In the '''Permissions & Availability''' tab, you can further customize who can access the custom field and when. This allows you to tailor access to the custom field to a certain user role, a type category, or when a certain status change has been triggered.
===Record Layout Custom Fields===
: ''Main Articles: [[Custom Field Type: Layout - Title Bar]], ''[[Custom Field Type: Layout - Tabbed Section|''Custom Field Type: Layout - Tabbed Sectio''n]]
Title Bars bars and Tabbed Sections tabbed sections help organize your records page by grouping together similar custom fields. A title bar separates related content on the same records page. A tabbed section moves blocks of related content onto a separate tab. The placement of custom fields can be controlled through the ''' Display Order'''.
=Settings Explained=
To access the settings of any individual custom field, navigate to the following:
* UTA - '''Configuration Settings ''' > '''(Level 1) tab > General Settings section ''' tab > '''Custom Fields'''* Organization - '''Global Settings ''' > '''Organizations ''' tab > General Settings section > '''Custom Fields'''* Users - '''Global Settings ''' > ''' Users ''' tab > General Settings section > '''Custom Fields'''
===Display Text===
The '''Display Text ''' options help you determine how the custom field should be displayed to the user. Caption Location allows you to put the field label name either above, to the right, or the left of the input as well as hiding it altogether. You can also add additional instructions to display to the user if desired. Placeholder text will be greyed out text that pre-populates the input field. This can be useful to showing examples or hinting at the desired input format. Additionally, you also have the ability to add tooltip text. Filling out this section with helpful contextual information will make a small question mark icon appear to the right of the input form. When the user hovers over this icon, you tooltip text will appear.
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===Feature Options===
This section contains any additional features that can be enabled on the custom field. These features vary depending on the custom field type. For example, the Text Box - Single Line and Text Box - Multiple Lines contains a feature option for enabling hashtags as part of the user input.
===Value Storage===
===SmartFields===
: ''Main Article: [[SmartField View]]''
This section allows you to specify whether the custom field should be included in generated reports or system summaries.
===Visibility Condition===
: ''Main Article: [[Visibility Condition]]''
This section allows you to use additional logical statements to determine whether or not a field is visible. Common visibility condition statements are based on roles, types, statuses, and even field values.'''Bold text'''
