Adding a Field

To add a new field:

  1. Navigate to Add a field view.
  2. In the Display field, specify the field name to be displayed in the Infor CloudSuite CRM Web Client.
  3. In the Name field, specify a unique and descriptive name for the field.
  4. From the Type field, select the data type.
  5. Based on the type, specify this information:
    • Binary

      The fields available for this option are:

      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 can be used to secure a password property.
      Length
      Specify the maximum length for the field.
    • Boolean

      There are no additional fields for this option.

    • Byte

      There are no additional fields for this option.

    • Calculated Number

      The fields available for this option are:

      Description
      Specify a description of the calculated field.
      Calculation
      Define the calculation:
      1. From the Add Field, select the first field to be added to the calculation. The field is added to the text field below in the order in which it was added.
      2. Click Operator and select the operator to be used:
        Button Operator
        + 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.
        Note: To expand the field, click the expander in the lower-right corner and drag it to the desired size.
      4. If the field is outlined in red, fix any errors.
    • Calculated String

      The fields available for this option are:

      Description
      Specify a description of the calculated field.
      Calculation
      Define the calculated string:
      1. Click the Add Field and select the first field to add to the calculation.

        The field is added to the field 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 field, add the appropriate spaces, punctuation, or text between the fields to define how the calculation is formatted.
        Note: To expand the field, click the expander in the lower-right corner and drag the field to the desired size.
      4. If the field is outlined in red, fix any errors.

        You must define a calculation.

    • Char

      There are no additional fields for this option.

    • Date/Time

      There are no additional fields for this option.

    • Decimal

      The fields available for this option are:

      Precision
      Specify the maximum number of digits allowed for this field.

      For example, the number 123.45 has a precision of 5.c

      Scale
      Specify the maximum number of decimal places.

      For example, the number 123.45 has a scale of 2.

    • Double

      The fields available for this option are:

      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.

    • Email

      The fields available for this option are:

      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
      Specify the maximum length for the field.
    • Guid

      There are no additional fields for this option.

    • Integer

      There are no additional fields for this option.

    • Memo

      The fields available for this option are:

      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
      Specify the maximum length for the field.
    • Owner

      There are no additional fields for this option.

    • Phone

      The fields available for this option are:

      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
      Specify the maximum length for the field.
    • Picklist
      Note: 
      • 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
      Specify 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
      Specify 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 (Add) to add pick list items.
      • Use (Delete) button to 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 field, specify 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.
  6. Select any of the following settings:
    Some options are not available for all field types.
    Is Key
    Indicates whether the selected field is a primary key for the entity.
    Audited
    Indicates whether or not changes are being tracked for the field.
    Can Bulk Update
    Indicates whether or not the field can be updated as part of a bulk action.
    Import
    Indicates whether or not the field can be imported.
    Match
    Indicates whether or not the field is match criteria for an import.
  7. Click OK.
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