Field Types

A test of this section

By Stephanie Schmitt posted 11-30-2018 11:26

  
There are several different field types that can be selected. Depending on which type is selected, additional options will be displayed once you fill out the initial fields on the Field screen and click Create Field. The additional options are listed below under each field type:

Text

Use the text field type when you would like to allow users to type in free-form text using letters, number and/or symbols.

  • Size - The maximum number of characters that can be entered in the field.  Enter a whole number.
  • Default Value - The text that will appear in the field when a new issue is created. Can be left blank.

Lookup

Use a lookup field when there is a finite number of responses and you would like to create a list of the responses so users can select one.

  • Default Value - The value that is selected by default when a new issue is created. Note - The values will only be available after saving the changes to the field and selecting the field name again.
  • Lookups table - Active - When checked, the value will appear in the lookup for the field
    • Order - Lookup values can be dragged and dropped by using the move icon (three parallel lines) before the label.
    • Label - What will appear in the lookup.
    • Description - What the entry in the Label column means.
    • Delete - Check the box to remove the value when the field is updated.
    • Alphabetize lookups on next update - Check box to display the values in alphabetical order. The numbers in the Order column will be changed to reflect the new order.
  • A check box labeled Display inactive values when searching on this field is added to the section of the screen with the other check boxes. Check the box if you want inactive values from the Lookups table to appear in the search criteria and search results.

Boolean (Yes/No)

The only valid values for the field are Yes and No.

  • Default Value - The value that is selected by default when a new issue is created. Can be left blank.

Integer

Only whole numbers can be entered in the field.

  • Default Value - The number that will appear in the field when a new issue is created. Can be left blank.

Decimal

Numbers with a decimal point can be entered in the field.

  • Default Value - The number that will appear in the field when a new issue is created. Can be left blank.

Date

Only a properly formatted date can be entered in the field. The data format each person uses is set on the My Account screen.

  • Default Value - The date that will appear in the field when a new issue is created.  The date will appear in the format that each user has set on the My Account screen. Can be left blank.

Large Text

Use this type if you would like the field to be able to contain a large amount of text.

  • The text that will appear in the field when a new issue is created. Can be left blank.

User List

Use this type if you would like to be able to select from the list of all users who are members of the site.

  • User Roles - Select roles to determine which members will be displayed in the list. Only members who have the selected roles will be included. Select multiple roles by holding down the Ctrl key or hold down the Shift key to select the first and last roles to select a group of consecutive roles.
  • Default Value - The person who's name will appear in the field when a new issue is created. Can be left blank. Note - The values will only be available after saving the changes to the field and selecting the field name again.

Multi-Value Lookup

  • Default Value - The value that is selected by default when a new issue is created. Note - The values will only be available after saving the changes to the field and selecting the field name again.
  • Lookups table - Active - When checked, the value will appear in the lookup for the field.
    • Order - Lookup values can be dragged and dropped by using the move icon (three parallel lines) before the label.
    • Label - What will appear in the lookup.
    • Description - What the entry in the Label column means.
    • Delete - Check the box to remove the value when the field is updated.
    • Alphabetize lookups on next update - Check box to display the values in alphabetical order. The numbers in the Order column will be changed to reflect the new order.
  • A check box labeled Display inactive values when searching on this field is added to the section of the screen with the other check boxes. Check the box if you want inactive values from the Lookups table to appear in the search criteria and search results.

URL

  • A field for URLs.

Issue

  • The types available are set via the Issue Types screen instead of using a lookup. See Issue Types for more information.

Checklist

  • A list of values that can be toggled with a checkbox.
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