Difference between revisions of "Field Settings"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| Line 7: | Line 7: | ||
::*Default is unchecked | ::*Default is unchecked | ||
::*If checked, this field is required in All [[Forms]] and all [[API]] calls | ::*If checked, this field is required in All [[Forms]] and all [[API]] calls | ||
:;Field Name:The name that will be used to reference this object. Must conform to the [[Field Naming Rules]] | :;Field Name:The name that will be used to reference this object. Must conform to the [[Field Naming Rules]] | ||
:;(Optional) Mapped to Account Column:This choice will appear for fields in [[{{leadprospect}}s]] only; Select a field in the Accounts object that will be mapped to this new field (When a {{leadprospect}} is converted to an Account, this field value is copied to the specified Account field; The Account field is overwritten with the value in this field) | :;(Optional) Mapped to Account Column:This choice will appear for fields in [[{{leadprospect}}s]] only; Select a field in the Accounts object that will be mapped to this new field (When a {{leadprospect}} is converted to an Account, this field value is copied to the specified Account field; The Account field is overwritten with the value in this field) | ||
Revision as of 21:57, 11 October 2012
Basic Information
Specify the basic characteristics of the field
- Label
- Enter a field label; This label is displayed on the Form
- Display Type
- The fields in this page will change, depending on the Field Display Type selected
- Always Required
- Checkbox
- Field Name
- The name that will be used to reference this object. Must conform to the Field Naming Rules
- (Optional) Mapped to Account Column
- This choice will appear for fields in [[Template:Leadprospects]] only; Select a field in the Accounts object that will be mapped to this new field (When a Template:Leadprospect is converted to an Account, this field value is copied to the specified Account field; The Account field is overwritten with the value in this field)
Display Attributes
This section is displayed when adding a new field. It specifies the default attributes for the field, when it appears in a Form.
- Section
- Select the section in the default form where the field will appear. (The Basic Information section is the default.)
- Required
- Checkbox
- Default is unchecked
- If checked, this field is required in the current Form
Default Value
- Specify the content to be displayed as the Default Value when adding a new record to this object, or use the interactive Formula Builder to define a default-value expression.
- Considerations
-
- For Lookup fields, the value must resolve to a record_id. (A user_id, for Lookups to the USER object.)
For example, this formula can be used to specify a default value for the record Owner, by using an email address to do the Lookup:
- LOOKUP('USER','id','email="newOwner@OurCompany.com"')
- For Lookup fields, the value must resolve to a record_id. (A user_id, for Lookups to the USER object.)
Role Based Permission Control
When a new field is created, a Role Based Permission Control can be defined on a field-by-field basis.
- Learn more: Role Based Permission Control
Description Information
Optionally, add a description of the field
- Description
- Text entered here will be displayed when the user hovers their mouse over the field--but only if Show_Field_Hints has been enabled for the form the user is in.