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Data Field Display Type Reference

There are 25 different Data Types within Ivinex. The actual data that you store in Ivinex is all kept in one of these 25 Data Types. Along with Data Types, each field has a sub-set of Display Types that vary depending on what Data Type you choose.

TEXT

The text Data Type is the most rudimentary, but common data type within Ivinex. It can store any kind of Data as plain text inside a text box.

View Display Types

  • Display Types
    • TEXT: This display type is the default. It’s a text box, plain and simple. Below is an example of what this standard field could look like.
    • TEXTAREA: The text area is a larger textbox, for storing more than one line of plain text.
      • Rows: How tall the TEXTAREA should be.
      • Rich Text: A checkbox that when checked will give your TEXTAREA formatting options like bold text, italics, paragraphs, bullet points, etc.
    • PHONE NUMBER: This option will make Ivinex try to format any text you enter into this textbox as a phone number. This display type is depreciated in this version, although it is still available for use. Instead, when you need to store a phone number use the PHONE NUMBER field.
    • HYPERLINK: This will turn the text you enter into a link. It will show an “Edit” link that when clicked will let you enter any URL (or web site address). Then when you save the record it will insert that URL and show it as a link.
    • EMAIL: This display type lets Ivinex know that the text you enter into this field will be an email, and to use it for various email related tasks, such as auto-filling the “To” field on emails you create from the tab that contains this field. It displays like a standard textbox does, just with the added functionality listed above.
    • DURATION: The DURATION display type will show a clock icon next to the textbox (shown in Fig. 8). When the clock is clicked it will show a popup box that will allow you to select a specific period of time (1 hour, 2 hours, etc.).
    • LABEL: A Label makes any TEXT field read-only. You will not be able to edit or change its contents. It is useful for information that will auto-populate in your record.

SELECT (Dropdown)

This is a Dropdown box. You can add your own items to it for users to select.

View Display Types

  • Display Types
    • SELECT: This is the default display type, it makes this field a dropdown box.
      • Options: Tool for creating multiple options for this data field. To add options, click the “Add New Option” button near the very bottom of the Field Details pane.
        • Option Name: The name of the option (display name).
        • Sort: The sorting order of the option in the list (incremental value starting at zero).
        • Display:Display conditions for the option.
          • Always: This is the default option Display condition. If display conditions have been created for the current module, they will appear below the “Always” display option.
        • Delete Link: Delete the option.
    • LABEL: Makes this field a read only label.

MULTI-SELECT

The Multi-Select field is similar to a Dropdown, but it allows you to select multiple items rather than just one.

View Display Types

  • Display Types
    • MULTI-SELECT:This is the default display type.
      • Options: Tool for creating multiple options for this data field. To add options, click the “Add New Option” button near the very bottom of the Field Details pane.
        • Option Name: The name of the option (display name).
        • Sort: The sorting order of the option in the list (incremental value starting at zero).
        • Display: Display conditions for the option.
          • Always: This is the default option Display condition. If display conditions have been created for the current module, they will appear below the “Always” display option.
        • Delete Link: Delete the option.
    • LABEL: Makes this field a read only label.

Warning : If you need to search for data contained in this field, use a different field type. This field’s data cannot currently be searched.

RADIO

Allows you to create one or more radio fields, which are similar to check boxes, but only one in a group can be selected at a time.

View Display Types

  • Display Types
    • RADIO:This is the default display type.
      • Option Alignment:How the radio options are aligned (appear) in your module.
        • Horizontal: Options will appear in a horizontal line.
        • Vertical: Options will stack vertically.
      • Options: Tool for creating multiple options for this data field. To add options, click the “Add New Option” button near the very bottom of the Field Details pane.
        • Option Name: The name of the option (display name).
        • Sort: The sorting order of the option in the list (incremental value starting at zero).
        • Display: Display conditions for the option.
          • Always: This is the default option Display condition. If display conditions have been created for the current module, they will appear below the “Always” display option.
        • Delete Link: Delete the option.
    • LABEL: Makes this field a read only label.

USER

This is a Dropdown box that will list all your users, or just selected groups.

View Display Types

  • Display Types
    • SELECT: This is the default display type, it makes this field a dropdown box.
      • Options: Tool for creating multiple options for this data field. To add options, click the “Add New Option” button near the very bottom of the Field Details pane.
        • Option Name: Select from your existing USER GROUPS.
        • Sort: The sorting order of the option in the list (incremental value starting at zero).
        • Display: Display conditions for the option.
          • Always: This is the default option Display condition. If display conditions have been created for the current module, they will appear below the “Always” display option.
        • Delete Link: Delete the option.
    • LABEL: Makes this field a read only label.

MULTI-SELECT USER

This is similar to the USER field, but instead of a dropdown, it is a multi-select field. This will allow you to select more than one user.

View Display Types

  • Display Types
    • SELECT: This is the default display type, it makes this field a dropdown box.
      • Options: Tool for creating multiple options for this data field. To add options, click the “Add New Option” button near the very bottom of the Field Details pane.
        • Option Name: Select from your existing USER GROUPS.
        • Sort: The sorting order of the option in the list (incremental value starting at zero).
        • Display: Display conditions for the option.
          • Always: This is the default option Display condition. If display conditions have been created for the current module, they will appear below the “Always” display option.
        • Delete Link: Delete the option.
    • LABEL: Makes this field a read only label.

CHECKBOX

This is a simple check box field (true / false).

View Display Types

  • Display Types
    • CHECKBOX: This is the default display type, it makes this field a checkbox.
    • LABEL: Makes this field a read only label

INTEGER

A simple text box, but it requires the user to enter a whole number. It won’t let the user save the record if they don’t enter a number in this field.

View Display Types

  • Display Types
    • INTEGER: This is the default display type, it makes this field a text box.
    • LABEL: Makes this field a read only label

DECIMAL

Similar to the INTEGER field, but instead of whole numbers, it allows decimal points.

View Display Types

  • Display Types
    • DECIMAL: This is the default display type, it makes this field a text box.
    • CURRENCY: Ivinex will attempt to format the data to read as currency. Example: $12,567.00
    • LABEL: Makes this field a read only label

CALENDAR-SELECT

Similar to a MULTI-SELECT field, but instead of the green + button it has a calendar button that will allow you to link a record to one of the systems calendars.

View Display Types

  • Display Types
    • CALENDAR-SELECT: This is the default display type, it makes this field a calendar select button.
    • LABEL: Makes this field a read only label

DATE

The date data type is a simple text box with a calendar button beside it that allows you to select a specific date.

View Display Types

  • Display Types
    • DATE: This is the default display type, it makes this field a text box with a calendar button.
      • Show Checkbox: This will place a checkbox next to the date text box. When the checkbox is clicked, it will insert the current date.
      • Show Date: If selected the date will be shown. If unselected, the date will be hidden.
      • Date Editable: If selected, the date will be editable. If unselected, the date will not be editable.
      • Limit Days: Comma delimited list of days that can’t be selected in the date picker. 0 = Sunday, 1 = Monday, 2 = Tuesday, 3 = Wednesday, 4= Thursday, 5 = Friday, 6 = Saturday. Example: 0, 6. Saturday and Sunday can not be selected using the calendar select tool.
    • LABEL: Makes this field a read only label

TIME

Similar to a MULTI-SELECT. It allows you to click the clock icon next to a text box and pick a time of the day between 8:00am and 4:30pm.

View Display Types

  • Display Types
    • TIME: This is the default display type, it makes this field a text box with a clock button.
    • LABEL: Makes this field a read only label

DATETIME

Combines the DATE and TIME fields. Allows you to pick a specific date and then time.

View Display Types

  • Display Types
    • DATETIME: This is the default display type, it makes this field a text box with a calendar button and a text box with a clock button.
      • Show Checkbox: This will place a checkbox next to the date text box. When the checkbox is clicked, it will insert the current date.
      • Show Date: If selected the date will be shown. If unselected, the date will be hidden.
      • Date Editable: If selected, the date will be editable. If unselected, the date will not be editable.
      • Limit Days: Comma delimited list of days that can’t be selected in the date picker. 0 = Sunday, 1 = Monday, 2 = Tuesday, 3 = Wednesday, 4= Thursday, 5 = Friday, 6 = Saturday. Example: 0, 6. Saturday and Sunday can not be selected using the calendar select tool.
    • LABEL: Makes this field a read only label

FILE

This field type allows you to store a file in your field. It accepts any kind of file that you want to store within Ivinex.

View Display Types

  • Display Types
    • FILE: This is the default display type, it will show a button that will let the user upload a file
    • IMAGE: Similar to the FILE display type, but this will attempt to show the file as an image once its uploaded
    • LABEL: Makes this field a read only label

LINKED RECORD

Link a record from one module to another.

View Display Types

  • Display Types
    • RECORD SEARCH:Displays a search icon tool that when clicked will open up the records from the selected module. A record can then be picked from the list.
      • *Module (currently named Tab):  A dropdown that lists all your modules so you can pick which module you want to link to.
      • Fields: This Sub Option lets you pick what information you want to show from the linked record.
        • Add Field: Add a field from your selected module.
        • Add Text: Add some text to the output.
        • Delete: Delete the currently selected field or text item.
      • Automatically set if linked: If selected, automatically set this field if the record is created with an existing link, or if you create a link to this record from another tab.
      • Filter: A filter that will affect what records are shown when setting this field.
        Tutorial: Using Filters
    • RECORD SELECT: Same options as RECORD SEARCH (above).
    • LABEL: Makes this field a read only label

RECORD LIST

Similar to the the LINKED RECORD data type, but this allows you to link to multiple records, and shows them all as a table.

View Display Types

  • Display Types
    • RECORD LIST: This is the default display type. It shows multiple linked records in table format
      • *Module (currently named Tab):  A dropdown that lists all your modules so you can pick which modules records will be shown.
      • *Copy from Module (currently named Tab): This option allows you to copy the column layout from any module. It defaults to the same as the “Module” option and should rarely, if ever, be changed.
      • Rows: This option lets you specify how many rows you want to see before scrolling (default is 3 rows).
      • Add New: If checked it gives you a button to add new records to the module that you’re linking to, and auto-link that new record to this one. It is checked by default.
      • Add Existing: If checked it gives you a button that lets you link to an existing record. It would appear next to the “Add New” button and be labeled “Link”.
      • Show View: When you click on a linked record in the table view you’ll see a popup window. If this Sub Option is checked this window will show a “View” button that allows the user the view that record in the Detail View pane rather than the popup. If left un-checked the “View” button will not be visible on the popup.
      • Show Update: This Sub Option is similar to “Show View”, but instead of showing a “View” button it shows an update button in the popup so the user can save any changes they make to the record.
      • Table Editable: Checking this option allows the user to edit the TEXT fields of linked records directly within the table view. It will make the fields appear as text box’s and add a “Save Changes” button to the bottom of the table.
      • Filter: A filter that will affect what records are shown when working with this field.
        Tutorial: Using Filters

BUTTON

Allows you to create a button. You can assign an existing workflow to the button. The workflow will execute when the button is clicked. When used with script or survey modules, you can program the button to navigate the module sub-tabs.

View Display Types

  • Display Types
    • BUTTON:This is the default display type.
      • Workflow: Select the workflow that will fire when the button is clicked.
        Tutorial: Workflow Wizard

HIERARCHY WIZARD

The HIERARCHY WIZARD is used to describe parent / child relationships within a module. This is helpful when you want to create a module that describes the problem solving workflow for support tickets. It allows users to follow a specified course to a solution.

Note: This field is complex and difficult to set up, so if it sounds like something you’d like to use, please contact us for more information.

SURVEY ITEM

The SURVEY ITEM allows you to create a field that will capture a rating within a scale specified by you.

View Display Types

  • Display Types
    • SCALE:This is the default display type, shows a group of RADIO buttons within a rating scale.
      • Num Options: This is the range of options, it defaults to 5, so there will be 5 RADIO buttons in the group.
      • Headers: Comma separated list of titles for each radio button in the group. It defaults to “Poor,,Average,,Excellent” with two blank headers between Poor/Average and Average/Excellent.

COLOR PICKER

A popup color chart used to generate Hexadecimal color codes.

View Display Types

  • Display Types
    • COLOR_PICKER: Default display type, shows a text box and a color picker icon that will popup a color picker. The hexadecimal color code will be saved to the text box and the background color of the text box will become the color you picked.
    • LABEL: Makes this a read only field.

PHONE NUMBER

A text box that stores phone numbers. It’s similar to the PHONE NUMBER display type of the text box, but it’s specifically for phone numbers.

Note: This field must be used for storing phone numbers if you plan on utilizing any click to dial functionality.

View Display Types

  • Display Types
    • PHONE NUMBER: This is the default display type. It shows a text box that will allow you to enter phone numbers. If you attempt to enter a number that isn’t a standard 10 digit number or you enter text it will not be able to format it as a phone number.
      • Format Numbers: This button will attempt to format ALL the phone numbers stored in this field to the (xxx) xxx-xxxx format.
    • LABEL: Makes this a read only field.

STATIC

A STATIC field is a place where you can enter in static text or images. This is a read only field that can help you when you want to have a background color behind your fields or when you want a header image for the tab data.

View Display Types

  • Display Types
    • STATIC: This is the default display type. It shows a static area where you can add your own content that will be the same for every record within a module. To modify the content for the STATIC field, you need to save the new field and then click on the ‘Text To Display” link in the display options area.
  • Field Display Options:The Field Display Options are a little different for this field
    • Text To Display: 
      • Content Box: Using the Rich Text editor, you can add anything you want, like pictures, or tables with background colors, etc.
      • Save: This button will save changes made to the static field.
      • Cancel: This button will close the window and not save the changes for the static field.

CATEGORY

The CATEGORY data type is similar to a MULTI-SELECT box in that you can select multiple options. The options selected will appear in the CATEGORY display area.

View Display Types

  • Display Types
    • CATEGORY:This is the default display type.
      • *Module(currently named Tab): This is the module the CATEGORY selection options will be based upon.
        • Name Field: This is the initial field we are basing everything on.
        • Top Level Field: Select from any CHECKBOX field types in your module.
        • Sort Field: Select from any INTEGER field types in your module.
        • Add New: Enables you to add a new record to the selected module.
        • Height: Height of the category field display area.

MODULE

A SELECT (drop down) box that is populated with the names of your modules.

View Display Types

  • Display Types
    • MODULE: This is the default display type.
    • LABEL: Makes this a read only field.

TIMESTAMP DIFF

A non-editable LABEL that displays the end result of an automatic equation related to dates and times.

View Display Types

  • Display Types
    • TIMESTAMP DIFF: This is the default display type.
      • Unit: The unit of measure you want to use in the calculation, and display in the field (DAY, MONTH, YEAR, HOUR, MINUTE).
        • Compare: The starting field or option for the calculation. You can pick from your existing fields in your data module, or you can select — Current Time — (the –Current Time — option is always available).
        • With:  The ending field or option for the calculation. You can pick from your existing fields in your data module, or you can select — Current Time — (the –Current Time — option is always available).

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