Field Manager: Editing Fields
User-Defined and System fields can be edited, but only certain aspects of the field are able to be edited. To manage and edit fields, go to the Manage/Setup menu, select Field Manager, and then select Manage Fields.
The Manage Fields screen displays. From the Select a table to manage drop down menu, select the table for which to manage the fields. Once the table is selected, a list of all fields for the selected table shows.
To edit a field, click Edit for the line item to be altered.
The Edit Field screen for the selected field opens.
Fields that cannot be edited are highlighted in red below:
Note: Fields that have Is System set to Yes cannot be deleted.
Fields that can be edited are highlighted in green below:
Note: For Text Box, Drop Down, and Multi-Select List Box field types, the Default Values can be edited as well.
Once the Field has been edited, be sure to select the "Save" button to save any changes.
To move the order in which the fields are displayed, there are two options:
1. Drag and drop the field line item to move.
2. Click the Edit for the line item you would like to move and select the new position in Field Order.
Specifying Which Fields will Show on Email Alerts
To specify which fields you would like displayed on e-mail alerts, go to the Manage/Setup menu, and navigate to Field Manager > Manage Fields. Select the table to manage from the drop down menu. The Show on Emails column displays for the field line items.
To change whether a field is displayed on e-mail alerts, click Edit for the field to alter the Show on E-mails.
Additionally, a complete breakdown of where the field is utilized is shown below field details.
This information is important when it comes to deciding if a field should be deleted from the application or not. It is a standard best practice not to delete any field that is currently being used anywhere within Contract Insight. Doing so risks breaking other parts of the application.
Show/Hide Fields Based on Field Values
Additionally, You are able to control a fields visibility based on another field's value.
The Add Conditions to Show Field table allows the setting of rules for the field visibility based on another field's value.
You select your Parent Field and click Add to bring you to another window for you to set your rules.
Operator has 2 options: = and != (Equal to and not equal to) and Value is a pick-list of values from the Parent Field you had selected earlier.
Note: Be sure all Fields Used On/ Assigned To is empty before deleting a field.
Note: The system does not permit duplicate custom field names.
CobbleStone provides a method of ensuring unique values are entered for a given field and that no two (or more) records share the same value.
Note: To enable duplicate checking from the Edit/Details screens, navigate to Mangaae/Setup - Application Configuration, select the General System group, and set Unique Record Check while Editing Record to True. This setting impacts all fields with duplicate checking enabled.
In-Line Value Adding
Coupled with permissions is an option to add counterparty, MRD, and/or employee records in-line when adding a new record. To permit in-line adding for a field, from the Field Manager for that field, set Allow Add-Inline to Yes.
Updated the Field Manager to show the ‘Mark as Unique’ column on the grid so users do not have to open the field to see which are set as unique.
Advanced Field Notes