Applies from Version: | WEBcnx 2022.2* | Applies to Version: |
* The version supporting all Custom Field types.
Custom Fields are the entry fields that appear on Tasks and other Item Types, which allow users to enter data. There are many types of Custom Field that allow you to build forms to capture any type of information, from simple number and text entry to selecting customer addresses and selecting data in specific Impact Master Tool Settings. Each Custom Field has a number of properties to allow them to be fine-tuned to capture all the information you need to collect in a form.
Creating and Viewing Custom Fields
Administrators can create Custom Fields from the "Add" action on the Action Bar in; Administration > Features > Custom Fields. It's also possible to copy an existing Custom Field to create a variation of it. This is particularly useful for creating variations of advanced Custom Field types that include further levels of configuration, such as External Data Source Lookup fields.
The Custom Fields dialog lists all Custom Fields, their Description, Type and References (the number of times each Custom Field has been used in various Task Types). Users can search for text in the name and description, or filter the list of Custom Fields by their type.
Custom Field Types
Field Type | Description |
---|---|
Address | A field to select a single address from a list of all addresses of the customer of the Task. |
Angle | A field to input a measurement in degrees. |
Area | A field to enter a measurement of surface area in the users current or specified units. |
Boolean | A field that accepts only TRUE or FALSE values. |
Choice | A field that allows selection of a single option from a list. |
Currency | A field for entering a numeric value in a specified monetary unit. |
Customer | A field for selecting a single customer from a list of all customers. |
Customer Contact | A field for selecting a single Customer Contact from a list of all Contacts. |
Date | A field for selecting or entering a calendar date. |
Distance | A field to input a length measurement. |
Document | A field for uploading one or more documents. |
External Data Source Lookup | A field that allows a selection of a single option from a list supplied by an external table of data. |
Image | A field to allow the user to upload a graphics file to be displayed in the form. |
Impact Lookup | A field that allows a selection of a single option from a list supplied by an Impact table of data. |
Impact User | A field to select a single user of Impact. |
Integer | A field that accepts whole numbers without decimals. |
Master Tool Setting | A field that allows a selection of an Impact Master Tool Setting of a specified type. |
Memo | A field for entering multiple lines of text or notes. |
Multiple Choice | A field that allows selection of multiple options from a list. |
Project/Layer Lookup | A field that allows the user to enter a unique Impact Project or Layer reference and associate that design with the current Task. |
Real | A field for numbers that can include decimals. |
Separator | A special field that forces a space between Custom Fields in a form, with or without the name being displayed. |
String | A field for entering a single line of text or alphanumeric characters. |
Time | A field for inputting a specific time of day. |
Volume | A field to enter a measurement of capacity. |
WEBcnx User | A field to select a single user of WEBcnx. |
Weight | A field to input a measurement of mass. |