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Create User-Defined/Custom Fields   
Page last modified on Wednesday, June 26, 2019 3:41 PM (by Jennifer Carvin) (initially created on Monday, April 11, 2011 10:21 AM)
Assigned to: Field Manager
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Field Manager: Overview

Contract Insight supports an unlimited number of easy-to-create, user-definable fields. Contract Insight includes standard fields and enables your organization to create unlimited user-definable fields and assign each field per each contract type. This offers the flexibility to gather and track all of the critical information that your organization requires, and track various fields per contract type. In addition, each field has a customizable field label and pop-up help description. Contract Insight’s Field Manager also offers the flexibility of various field types (text, date, currency, number, decimal, drop-down, multi select, etc.) with required and not-required settings.

Create a User-defined Field
1. Select Field Manager from the Manage/Setup menu option.



2. From the drop down menu, select the table for which the field is to be created. The field selector screen displays.



3. All existing field names display.


Note: This interface can be utilized to scroll through the records and make data changes (there is no undo option - all changes are final). If there are user-defined fields entered, you will be presented with the option to manage the field values and/or delete the custom field. All changes are final and cannot be undone. System fields cannot be deleted.


4. Click Add Field.

5. The field manager Add Field form displays.



1. Enter the Field Name

2. (Optional) Field Group

3. Field Type (select from list-see below for options available)

4. Field Length

5. Default Value

6. Required Value (True or False)

7. (Optional) Help Description


Note: For field types of Drop Down BoxSlider or Multi-Select List Box, values entered into the Default Value box should be entered, separated by commas, with no spaces.  (i.e. Yes,No,Maybe).


Field Types:

Text The Text field type can be used to save characters or a mix of characters and numbers. The text field type will create a "varchar" data type in the underlying table.
Integer The Integer field type can be used to save integer numeric values. This can be used for whole numbers.
Checkbox The Checkbox field type can be used to create a field that can save a TRUE or FALSE value visually as a tick mark.
Currency The Currency field type can be used to create a field that can save currency data.
Date The Date field type can be used to create custom fields that can save dates. Dates should be formatted as 'mm/dd/yy' or 'mm/dd/yyyy'.
Date Time The Date Time field type can be used to create custom fields that can save dates and times.
Drop Down The Drop Down field type can be used to create a custom field that contains list items to pick from. Enter the list items (separated by commas using NO spaces after the comma) in the default value box.
Multi Select Drop Down The Multi-Select field type can be used to create a custom field that contains list items to pick from. This differs from a Drop Down in that the user can select multiple items from the list. Enter the list items (separated by commas using no spaces after the comma) in the default value box.
Multi Line Text Box The Multi-Line Text field type is similar to the Text field type in that it can be used to save characters or a mix of characters and numbers. This multi-line text box differs from a text box in that the user can enter multiple lines of text into multiple lines (the text box will not wrap into multiple lines as a multi-line text box will).
Hyperlink The Hyperlink field type is used to include a clickable link to a URL or email address. This field type has three options from which to select upon creation: Email Link, URL Link, and URL Link (open in a new window). Email allows an email address to be entered and, when clicked, launch the user's default mail manager with the address pre-populated in a new message. The two URL Link options are for web addresses and to open in the record's window or in a new window/tab. Friendly Text can be entered so users so not see the address but specified text instead.
Password
The Passwords field type allows users to enter "password" values that hide the actual values with password-type characters.
Rich Text Editor
The Rich Text Editor field type is similar to the Multi-Line Text field but allows formatting and additional options when adding/editing the field value.
Slider
The Slider field type can be used to create a custom field that contains list items from which to pick. This differs from a Drop Down field in that all options are displayed and a sliding indicator is used to select an option. Enter the list items (separated by commas using no spaces after the comma) in the default value box.
Decimal
The Decimal field type allows users to enter a decimal value with a two (2) digit number to the right of the decimal.
Decimal 4
The Decimal 4 field type allows users to enter a decimal value with a four (4) digit number to the right of the decimal.

 


Note: The system does not permit duplicate custom field names. 


Drop-Down Fields

Drop-Down fields offer an additional option, Auto Complete Box.

If set to Yes, the field allows users to type into the field to filter the results to those containing the string entered. Users can then select from the filtered options.


Notes:

While Auto Complete Box adds a nice aesthetic to drop-down fields, it also reduces the page's load time due to limiting the number of results that populate when the page is first loaded.

Additionally, Contract Insight has intelligence built in to monitor the number of entries for a drop-down field. If the number of entries exceeds the intelligence threshold, the drop-down field is automatically given the auto complete functionality.


Field Groups

Establishing field groups associates fields named within the group. For example, fields in the group Record Information will always be displayed together. The display sequence of fields and groups is dependent upon alphabetic sorting of the group name and then by order number:



Advanced Field Notes

 •
All user defined custom fields are saved to the table source with the prefix of "u_" appended to the field name. The end user will not see the "u_" prefix. 
 •
The Drop Down field types are saved to the table as a varchar(50) data type.
 •
User defined field names cannot be modified.
 •
User defined fields can be deleted, however, this action is permanent and all associated data saved in the user defined field is deleted.
 •
System defined fields cannot be deleted or modified without customization.
 •
Any field (standard or user-defined) may be included in email alerts.


 
   
 
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