Adding a Field
To add a new field:
- Navigate to Add a field view.
- In the Display field, specify the field name to be displayed in the Infor CloudSuite CRM Web Client.
- In the Name field, specify a unique and descriptive name for the field.
- From the Type field, select the data type.
-
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:
- 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.
- Click
Operator and
select the operator to be used:
Button Operator + Add - Subtract * Multiply / Divide ( Opening parenthesis ) Closing parenthesis - 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.
- 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:
- 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.
- Repeat the previous step to add additional fields to the calculation as needed.
- 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.
- If the field is
outlined in red, fix any errors.
You must define a calculation.
- Click the
Add Field and
select the first field to add to the 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.
- Binary
-
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.
- Click OK.