Custom Field Catalog

The Custom Field Catalog is where the different Custom Fields are defined. This means that it is here that the Administrator will create the custom fields, but they then need to be configured for use under Screen Variants below.

Depending on the purpose for which the custom field is to be used, the configuration is very important otherwise it will not render as desired for the user.

1. Field ID - This is the system code and will not appear anywhere for the user but must be entered and be unique for this functionality to work.

2. Label - This corresponds to what will be rendered when the custom field is rendered for the user and describe the purpose of the custom field.

3. Type - As the name implies; the type will determine the behavior of the field.

   1. String - A sequence of characters

   2. Integer - A whole number (No fractions)

   3. Decimal - A number with decimal point

   4. Date - Renders a date selection for the user

   5. Date & Time - Renders a date selection for the user

   6. Boolean - Renders the ability to select the description or not.

   7. Currency - The field will render with two sections. When the user selects the currency, it will automatically render a currency symbol in the input box where the amount is entered.

4. UI Control

   1. Input - Will accept any characters entered

   2. Select - Will render a drop-down list of options configured to select from

   3. Checkbox - Will render as check boxes for selection

   4. Radio - Will render as round selection options

   5. Textarea - Will render as a text box without rich text editing

   6. Rich Text Editor - Will render a text box with rich text editing

   7. Date-Month - Will render a date selection pop-up. This selection will be limited to Month and Year selection.

   8. Date-Day - Will render a date selection pop-up. This selection will allow users to select the Day, Month and Year.

5. Size: If the UI control is a Textarea, Input, or Rich Text Editor, admins can configure the size of the custom field. The available size options are Small, Medium, Large, and Full.

6. Lookup - This pop-up will only appear for the Administrator configuring the custom field under certain Type / Lookup combinations and if Code and description is selected under lookup. If all of this is done then the following pop-up will appear when the blue gear is selected next to the custom field being configured.

1. Code - This is the system code and will not appear anywhere for the user but must be configured.

2. Description - This corresponds to what will be rendered when the custom field is rendered for the user and will give the options to select.