Field Display Layout

Field Display Options:  Clicking an item (field) in the Details Layout screen, will load the settings for that field into the Field Display Options screen. You can then modify the field.

• Field Details fields:
  • Field Name:  Equal to the display text setting (also has a unique ID number).
  • Label:  Text to the left of the field that will be displayed. This will be the label name you give to the field.
    • Warning: Do not type HTML or any code in this field.
      
      
• Data Type:  Select the data type you want to use.
  • Text:  Stores data as plain text.
  • Select:  This is a drop-down box. You can add your own items to it for users to select.
  • Multi-Select:  The Multi-Select field is similar to a drop-down, but it allows you to select multiple items rather than just one.  
    • 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.
  • User:  This is a drop-down box that will list all your users, or just selected groups.
  • User Group: 
  • Multi-Select-User:  This is similar to the USER field, but instead of a drop-down, it is a multi-select field. This will allow you to select more than one user.
  • Checkbox:  This is a simple check box field.
  • Integer:  Simple text box, but it requires the user to enter a whole number.
  • Decimal:  Similar to the Integer field, but instead of whole numbers, it allows decimal points.
  • Calendar-Select:  Calendar button that will allow you to link a record to one of the systems calendars.
  • Date:  The date data type is a simple text box with a calendar button beside it that allows you to select a specific date. You can manually type a date or use the calendar button to select a date.
  • Time:  It allows you to click the clock icon next to a text box and pick a time of the day. The time range shown (when clicking the clock icon) is determined by the user preferences. You can manually type a time into this field.
  • DateTime:  Combines the Date and Time fields. Allows you to pick a specific date and then time.
  • 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.
  • Linked Record:  Let's you link two records from different modules together. 
    • Warning: When attempting to set a Linked_Record with a workflow, you must use the |0 syntax as this field type is stored as an ID only.
    • 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.
  • Linked Record Multi Select: 
  • 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.
    • 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.
      • 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.
  • 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.
  • 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.
  • Survey Item:  The Survey Item allows you to create a field that will capture a rating within a scale specified by you.
  • Color Picker:  A popup color chart used to generate Hexadecimal color codes.
  • Icon: 
  • 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.
  • 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 module data. 
    • Warning: Pasting content from Microsoft Word into the static field editor may cause issues with display conditions.
  • Category:  A tool for creating or pulling data from another module that is displayed in a categorized format.
  • Module:  Creates a select box with the names of your existing modules.
  • TimeStamp Diff:  A non-editable LABEL that displays the end result of an automatic equation related to dates and times.
  • Disposition: 
  • Subdisposition:
  • Disposition Button:
  • Transfer Call Button:
    
    
• Display Type:  This setting determines how the field will display. This will also change based on which Data Type you select above. We will go into more detail over Display Type options in the following courses.
  • Text:  Text box (single line).
  • Text Area:  Text box (multi line).
  • Phone Number:  Converts field data into a phone number format (000)000-0000.
  • Hyperlink:  Field value is shown as a hyperlink.
  • Email:  When clicking the email tool (in the user interface), this field will be used to populate a list of email addresses that you can send to.
  • Duration:  Adds a time select tool like the Time data type.
  • Label:  Used to display data that is not editable (display only).
    
    
• Sub Tab:  Choose which sub tab you want the field to display on.
  
  
• Required Field:  Check the box to make the field required.  This will ensure that the field will never be blank.  
  
  
• Display Title:  Check to show the label or display text (text to the left of the field).
  
  
• Read Only:  Used to display data that is not editable (read only). The field will look slightly grayed out, and the contents of the field will not be editable.
  
  
• Display When:  Tool for configuring when the field will display.
  • Always:  This is the default.  Will always show this field.
  • Never:  Never show this field.
  • *Your Display Condition Name*:   Any display conditions that you have setup for the current module, will show up here and can be selected.  See Display Conditions section for details.
    
    
• Column Order:  Order that the columns will display in the table view. If set to zero, the column will not display. 
  
  
• Table Editable:  Check to make this field editable in the table view.
  
  
• Default Value:  Set the default value for the field.
  
  
• Help Text: This will show a question mark next to the field, and when you hover over it, it will show the 'help' text that you wrote.
  
  
• 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.
    
    
• Label Style:  Tool for styling the label element.
  
  
• Value Style:  Tool for styling the displayed value.
  
  
• Field Locked: This will lock a field if "1" is typed, to unlock the field, change it to "0". When a field is locked, it cannot be deleted.