Adding or Editing Fields

Use the Add Field or Edit Field view to add a new field or edit an existing field.

The system administrator and users with the appropriate role can access these features.

 Some fields and field types cannot be added or edited.

How Do I?

Open the Add a Field viewClosed
  • From the Entity Manager:
    1. On the Navigation Bar, click Entity Manager.
    2. From the Entity Manager list, select the entity of the field you want to add.
    3. If necessary, select the Fields tab in the lower pane and click AddClosed.
  • From the Entity Wizard:
    1. Open the New Entity Wizard.
    2. Complete the information in the wizard to get to the Enter Fields screen.
    3. Click AddClosed.
Add a fieldClosed
  1. In the Display box, type the field name you want to be displayed in the Infor CRM Web Client.
  2. In the Name box, type a unique and descriptive name for the field.
  3. Click the Type drop-down arrow and select the data type from the list.
  4. Depending on the type, complete the remaining information.
    • BinaryClosed
      • Is Encrypted - If selected, the field is automatically encrypted when written to the database and decrypted when read. The value appears as plain text in the business objects. For example, this could be used to secure a password property.
      • Length - Type the maximum length for the field.
    • Boolean
      There is no remaining information for this data type.
    • Byte
      There is no remaining information for this data type.
    • Calculated NumberClosed
      • Description - Enter a description of the calculated field.
      • Calculation - Define the calculation.
        You must define a calculation.
        1. Click the Add Field drop-down arrow and select the first field to add to the calculation.
          The field is added to the text box below in the order in which it was added.
        2. Click the operator buttonClosed for the calculation you want to create.
          ButtonOperator
          +Add
          -Subtract
          *Multiply
          /Divide
          (Opening parenthesis
          )Closing parenthesis
        3. Repeat the previous steps to add additional fields, numeric values, and operators to the calculation as needed.

          		To expand the text box, click the expander in the lower-right corner and drag the text box to the desired size.
        4. If the box is outlined in red, fix any errors.
    • Calculated StringClosed
      • Description - Enter a description of the calculated field.
      • Calculation - Define the calculated string.
        1. Click the Add Field drop-down arrow and select the first field to add to the calculation.
          The field is added to the text box below in the order in which it was added.
        2. Repeat the previous step to add additional fields to the calculation as needed.
        3. In the text box, add the appropriate spaces, punctuation, or text between the fields to define how the calculation is formatted.

          		To expand the text box, click the expander in the lower-right corner and drag the text box to the desired size.
        4. If the box is outlined in red, fix any errors.
          5. You must define a calculation.
    • Char
      There is no remaining information for this data type.
    • Date/Time
      There is no remaining information for this data type.
    • DecimalClosed
      • Precision - Type the maximum number of digits allowed for this field.
        For example, the number 123.45 has a precision of 5.
      • Scale - Type the maximum number of decimal places.
        For example, the number 123.45 has a scale of 2.
    • DoubleClosed
      • Is Percentage - If selected, identifies the field as a percentage value.
        The Numeric control is incompatible with entity properties of Data Type=Double that have Is Percentage?=True. To display values of such entity properties correctly, either bind to another control type such as Text Box, or change Is Percentage? to False and set the Numeric control property, Format Type, to Percent.
    • EmailClosed
      • Is Encrypted - If selected, the field is automatically encrypted when written to the database and decrypted when read. The value appears as plain text in the business objects. For example, this could be used to secure a password property.
      • Length - Type the maximum length for the field.
    • Guid
      There is no remaining information for this data type.
    • Integer
      There is no remaining information for this data type.
    • MemoClosed
      • Is Encrypted - If selected, the field is automatically encrypted when written to the database and decrypted when read. The value appears as plain text in the business objects. For example, this could be used to secure a password property.
      • Length - Type the maximum length for the field.
    • Owner
      There is no remaining information for this data type.
    • PhoneClosed
      • Is Encrypted - If selected, the field is automatically encrypted when written to the database and decrypted when read. The value appears as plain text in the business objects. For example, this could be used to secure a password property.
      • Length - Type the maximum length for the field.
    • PicklistClosed

      • Network and Web Client pick list behaviors can be defined in the Pick List Detail view in the Web Client. For example, you can turn Required Entry on or off for an individual pick list. To apply behaviors to Web Client pick lists, the Apply options to Web pick list attribute must be selected. If it is not, the behaviors defined by the Quick Form control that uses the pick list apply instead.
      • Before setting pick list options, ensure you understand the Pick List control's properties and how the pick list data is stored in the database. Understanding how data binds from the pick list to the database will determine if an option is supported. For example, if you edit the Preferences pick list to "Allow multiple selections", the pick list will not work properly because the database field is too small to store large amounts of text.
      • Length - Type the maximum length for the field.
      • Storage - Click the drop-down arrow and select how the data will be stored.
      • Display - Click the drop-down arrow and select how the data will appear in the Web Client.
      • Pick List - Do one of the following:
        • Click the drop-down arrow and select the pick list to be associated with the pick list field.
        • If the pick list does not already exist, select - - - New Pick List - - -.
      • If you selected an existing pick list from the list, set the following:
        • Allow Multiples - If selected, allows the users to select one or more values from the list.

        • Alpha Sort- If selected items in the pick list are ordered alphabetically. If cleared, items are listed in definition order.

        • Must Exist in List - If selected, then users cannot type in a value that does not already exist in the list.
        • None Editable - Auto-populates the "Users cannot edit items" check box on pick list definition. Sets the initial value for the Can Edit Text property of PickList controls created from the entity property.
        • Value Stored As Text - If selected then the pick list items are stored as text values.
      • If you selected New Pick List, set the following:
        • Value Stored As Text - If selected then the pick list items are stored as text values.
        • Name - Type a name for the new pick list.
        • Allow multiple selections - If selected, allows the users to select one or more values from the list.
        • Text must match a list item - If selected, then users cannot type in a value that does not already exist in the list.
        • Required entry - If selected, then the pick list must contain a value before a form containing the pick list field can be saved.
          This sets the default value of the Required option for the pick list in the Form Manager, but it can be edited at the form level in Web Form Manager.
        • Sorted alphabetically - If selected items in the pick list are ordered alphabetically. If cleared, items are listed in definition order.
        • Users cannot edit items - Sets the initial value for the Can Edit Text property of PickList controls created from the entity property.
      • Pick List Items grid - Displays the list of pick list items.
        • Use theAddClosed button to add pick list items.
        • Use the DeleteClosed button to delete pick list items.
        • In the Text column add or edit the pick list item text that appears in the pick list.
        • In the Code column to add or edit a pick list code value.
        • In the Order column specify the order the item should appear in the list.
          For example, if you type 0, the item appears as the first item in the list. If you have multiple items with the same order number, they are grouped by that number and the entire group appears in the list before the next highest order number. Note that if the Sorted alphabetically attribute is selected, Order values are ignored.
        • Is Default - select to indicate which pick list item should be the default value of the pick list.
        • In the Filter box, type the value of the filtering pick list that must be selected in order for the pick list item to be available in the list.
          For example, if you .want the pick list item to appear when the account status is equal to Purge, then type Purge.

          • In order to filter correctly, this value must match a corresponding item in the filtering pick list
          • A pick list may be used for more than one field. The pick list will only be filtered by this value when the field using this pick list has a Pick List filter data binding defined. See the Application Architect Help topic "Filtering a Pick List" for detailed steps.
    • Click OK.
  5. Select any of the following settings:

    		Some options are not available for all field types.
    1. Is Key- Indicates whether the selected field is a primary key for the entity.
    2. Audited - Indicates whether or not changes are being tracked for the field.
    3. Can Bulk Update - Indicates whether or not the field can be updated as part of a bulk action.
    4. Import - Indicates whether or not the field can be imported.
    5. Match - Indicates whether or not the field is match criteria for an import.
  6. Click OK.
Edit a field Closed
  1. Select the appropriate entity from the Entities list.
  2. In the Fields tab in the lower pane, select a field in the list, and then click EditClosed.
  3. Make your changes.
    For detailed information about each option, see the steps for Add a field.
  4. Click OK..

Related Topics

Using the Entity Manager

Entity Manager Fields Tab

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.