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: The system does not permit duplicate custom field names.
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.
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.
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:
Add New Calculated Field
From the left side menu of the Manage Fields page, select Add New Calculated Field
From the drop down menu, select the table for which the field is to be created. The field selector screen displays.
The field manager Add New Calculated Field form displays.
1. Enter the Field Name
3. (Optional) Help Description
4. (Optional) Include On Task Email (defaults to No)
5. Field Type (select from list-see below for options available)
6. Value (Select the fields to calculate - Any standard arithmetic operation symbols (+, -, /, *) may be used when creating calculations)
Calculated Field Types
Note: A Calculated Field Type of Currency, Decimal, and Integer can include any field types that contains numeric-based values, however, the resulting calculated field will be converted to the specified type. For example, if Currency is the selected type, and it is pulling a calculation based on an integer value with no decimal places and another currency value with decimal places, it will convert the resulting calculation to a currency/decimal value with 2 decimal places.
Advanced Field Notes