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Field Display Options

Field display options window.

Field display options window.

Field Name

This is the ‘machine name’ and ID of the field. This name is most commonly used when referring to the field using Field Syntax.

Display Text

This is the text that will show as the Label for the the field.

Warning: Avoid using punctuation or special characters when naming your fields.

Data Type

This dropdown box let’s you decide what kind of field you want it to be. You have many options available, with varying Display Types and Sub-Options.

Display Type

This dropdown varies depending on what Data Type you pick. There is always at least one option, often there is more. Learn more about Display Types.

Automatically set if linked

This is a checkbox and it only appears if you are looking at the display options for a LINKED RECORD field type. This option will attempt to set the linked record to a value automatically.

Example: I have a contact module with a LINKED RECORD field that points to my accounts module. My accounts module is setup to show  related contacts from my contacts module. When I am looking at an account and click on the new button in the related contacts area, a new contact record will pop up and the LINKED RECORD field (in the new contact record) will already be set to the account record I am currently looking at.

Filter

This is a link that opens the filter dialog box. This only appears if you are looking at the display options for a LINKED RECORD or RECORD LIST field type. The way the filter works is slightly different when applied to the LINKED RECORD field vs. the RECORD LIST FIELD.

LINKED RECORD Example: When setting the LINKED RECORD the filter will  PRE-FILTER the records that are displayed as choices.
RECORD LIST Example: When viewing records in the (embedded) RECORD LIST,  the filter does not affect what records I can choose to link to, but it will filter the records that are displayed in the RECORD LIST box.

Workflow

This is a select box containing workflows with trigger type “When a button is pressed”.  This option only appears if you are looking at the display options for a BUTTON field type. You can select a specific workflow that will trigger when you click the button.

Sub Tab

This functionality exists so that you can visually separate information onto multiple “sections”, but still let it exist within the same set of data.

An example of this is a contact module, where you have lots of information about the contact on one sub tab, and then all of their address (shipping / billing) on another sub tab.

Sub Tabs in a data module.

Example: Sub Tabs in a data module.

 

Required Field

The Required Field checkbox will force the user to fill in the field before they can save the record when it’s checked. Doing this ensures that it will never be blank. When you check this box it makes the field display with a light yellow background to let your users know that this field is required.

By default it is left un-checked.

Example: Required Field

Example: Required Field.

 

Display Title

This checkbox lets you to choose whether or not you want to display the Label (the “Display Text”) for the field. If it’s checked, the label will be displayed.

This field is checked by default.

Display When

This is a dropdown field that lists all the Display Conditions that you create. If you choose something other than “Always” this field will only display when that condition is met.

Column Order

This textbox allows you to set what fields will show as columns in the Record List Pane of Ivinex and in what order they will appear. If this is set to “0” then it will not appear as a column. If it set set to “1” it will appear first, if it’s set to “2” it will appear second, and so on.

Column Order

A Column Order of 2 will make this field appear 2nd in the column order.

 

Table Editable

This checkbox field allows you to decide if this field should be editable from within a RECORD LIST field that exists on another tab. This functionality only works for TEXT fields.

Default Value

This field allows you to set a default value for the field when it is first created.

Equation

This field will allow you to create an equation [Field: field1]*[Field: field2]. The equation option will only appear if your field type  is INTEGER or DECIMAL.

Note: Equations will only be evaluated when using INTEGER and DECIMAL data types.

Help Text

If you haven’t created any help text for a field this will show a link that says “New”. When clicked this will pop up a rich text box that you can enter any values you want into. Once saved it will put a blue box with a white question mark in it to the right of your field.

When a user then mouses over this blue box it will show the help text you entered.

Help Text Popup

The popup for adding / editing the Help Text for your field

Mousing Over Help Text box

The box showing the Help Text you entered. This appears when you mouse over the blue Help Text box

 

 

Permissions

If you haven’t set any permissions yet then you will see an “Add Permissions” link here. When clicked it will pop up a box that will let you set permissions based on user or group for this particular field.

When this box pops up you will see two boxes, one with the heading “Available Users” and the other “Users with Change Permissions”. If the second box is blank, then that means that everyone has permissions to edit the contents of this field. If it isn’t blank, then only the users listed in the second box can edit the contents of this field.

To move a User or Group from the list in Available Users just double click it and it will move over. It’s the same process if you want to remove an item from the Users with Change Permissions list.

The Field Permissions Popup

The Field Permissions Popup

 

Label & Value Styles

You can decide how this field is going to look when it’s displayed by changing the styles for the Label (“Display Text”) and the value (the actual data of the field).

When you click on either link a set of options will expand and you’ll be able to check Style boxes to make the Label or Value bold, italic, or underlined. You will be able to set the background color, the text color, and the font size.

Here is an example of what the expanded Label and Value style fields looks like:

Label & Value Style Options

Label & Value Style Options

 

 

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