A field is both a place to input a specific type of information, and the information itself that is then stored in that part of a record.

supports fields of many different data types, such as text, single choice list, multi-choice list, integer, floating decimal point, telephone, email, URL, attached file, date, time, date/time, elapsed time, currency, and so on, and each field can be provided with validation rules appropriate to its type. For instance an integer field might require a value between 1 and 100. A full list of field types is provided in List of Data Types.

Each field has a "field name" and a "field label". The field name is the name of the column in the database, and may not contain spaces or most special characters. The field label is the value that users see through the GUI. Labels can contain spaces, for example Customer Name.

provides full National Language Support, meaning that field labels can be translated into multiple foreign languages so the user will see labels in the language specified by their browser settings.

Adding and Modifying Fields

To review the fields for a particular Table and add, modify, or delete fields, go to Setup > Tables, select the Table to edit, then select the Fields tab.

To add a field:

Hover over New to view the drop-down of all available data types. A new progress window with progress indicators will pop-up when an administrator adds a new column to a table to indicate how long the operation will take. Adding database columns is usually quick, but can take longer in certain circumstances and on some systems.

To modify a field:

To change the settings for a specific field, click the Edit icon next to the field name. This opens the Field wizard where you can set default values, basic permissions, visibility or edit conditions, and other options based on the type of field.

Mass editing field properties

The Set Field Properties item on the action bar lets you set certain properties for multiple fields at once.

The following properties can be mass-edited: Set Visibility Dependence - sets visibility dependence on another field, Set Edit Dependency - conditional editing requirements, Set Requirement Dependency - whether the field is required under some conditions, and Enable/Disable Quick Edit - whether Quick Edit is enabled. 

To do this:

  1. Select one ore more fields to edit.
  2. Hover over Set Field Properties and choose which property to change.
  3. Use the pop-up window the change the settings, and then click Finish to save.

Field property confirmation dialog

The settings window shows the names of the selected fields. The dialog will also list any fields that cannot be modified, which is usually due to a data type incompatibility. For example, the system may say, "The changes won't be applied to the following fields: contacts_to_contacts."


 Data TypeVisibility Dependency ConditionsRestricted Editing ConditionsRequirement ConditionsIn-Table Editing
Auto-IncrementX


Remote Access/ChatX


Action buttonXX

Append Only TextXXXX
Short TextXXXX
TextXXXX
Billing FieldXX

Calculated ResultX


CompoundX


Credit Card


X
ChoiceXXXX
Multi-ChoiceXXXX
CurrencyXXXX
DateXXXX
Date/TimeXXXX
Elapsed TimeXXXX
TimeXXXX
Telephone/FaxXXXX
EmailXXXX
Email PagerXXXX
Floating PointXXXX
IntegerXXXX
Long Integer FieldXXXX
Linked Logical NameXXX
PasswordXXXX
PercentageXXXX
URLXXXX
Variable FormulaXXX
Question Description FieldXXX
Survey Definition FieldXXX
Survey Presentation FieldXX

Linked FieldsXXXX
Linked Data from Another TableX


Embedded Search ResultX


Communications Search ResultX


Calculation on Multiple Linked RecordsX


WMI FieldXX

File with VersioningXXX
Image with VersioningXXX


Default Fields

Each table comes with a set of default fields:

Fields tab and default field list

You can change these default fields from the Table wizard by clicking Edit when Table Tree is selected. This allows you to create new tables that inherit different or additional fields.

Summary Fields

Every table must have exactly one summary field. A summary field represents records at certain places in the system. For example, a table's summary field controls the items displayed under Last Opened on the left pane. And if you link two records in a table, the system uses the table's summary field and record IDs to indicate the linked records.

A regular Text field often works best for a summary field, but you can use any text field data type. To make a field a summary field, select Yes for Display as summary field? on the Options tab of the Field wizard. If you already have a summary field defined for the table, you'll receive a message indicating that the current field will be used instead.

Field Cleanup

For a new table some general field cleanup is likely to be necessary:

Field Design Considerations


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