| Field Display Types
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Description
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| Auto Number
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- Generates a unique number based on simple format rules and provided with a starting value
- Auto Number fields default to YYYY-MM-DD-{0000}, where the number between the curly braces {0000} increments automatically.
- Curly braces {} are required to generate an auto number
- The YYYY-MM-DD- prefix is optional. It generates values for year, month, and day.
- Any prefix can be used.
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| Checkbox
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- A single check box, where the checked value is "Yes/True" and unchecked value is "No/False"
- To apply a filter to a checkbox, or import a checkbox field, use:
- Yes/True = 1 or No/False = 0
- When specifying a formula for a default value, the formula must resolve to 1, 0, true, or false.
- When typing a value into a formula, enter one of those values with no quotes around it.
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| Currency
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Displays currency in the format determined by the user's locale.
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Date
Date time
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A date (Date) or a date and a time (DateTime).
- As Entered - The date/time is stored and displayed exactly as entered.
- Convert to Local Date/Time - (Default) Value is presumed to be entered in user's local time zone. The value is converted to the System Time Zone for storage in the database. When displayed, it is converted the user's time zone.
- Note:
These options are available for new fields in Custom Objects. They are not available for standard Date/Time fields (for example: modified_time) or for Date/Time fields in the System Objects. Those fields are always converted.
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| Dependent Picklist
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- A picklist that is dynamic based on values provided in another field.
- For example, a Picklist for T-Shirt Sizes might include entries for Adult, Teen and Child.
- The Adult list might include entries for S, M, L, XL, and XXL sizes.
- A Teens list might include similar entries, while the Child list might include entries for 0 - 6 mos., 6 - 12 mos., 1T, 2T, and 3T.
- The resulting hierarchy would be:
-
-
-
- etc.
- Child 0 - 6 mos.
- Child 6 - 12 mos.
- etc.
(Best practice is to include the entire hierarchy "path" in the entry, so that Adult Small is distinguished from Teen Small. If the entries said simply, "Small", a shipping clerk might not be able to tell which size was intended.)
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| Email Address
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A text string of the form {name}@{domain}, or a comma-separated list of such strings.
Example: friend@somewhere.com
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| External Lookup
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Lets a user select a record provided by Web Service. Data returned from the Web Service is then copied into specified fields in the platform record.
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| File Field
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Allows a file to be uploaded as part of the record
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| Formula
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Provides the ability to calculate dynamic values using Expressions and standard Functions
If the formula return type is a DateTime or Time, then the time zone conversion options are available:
- As Entered - The date/time is stored and displayed exactly as entered.
- Convert to Local Date/Time - (Default) Value is presumed to be entered in user's local time zone. The value is converted to the System Time Zone for storage in the database. When displayed, it is converted the user's time zone.
- Note:
These options are available for new fields in Custom Objects. They are not available for standard Date/Time fields (for example: modified_time) or for Date/Time fields in the System Objects. Those fields are always converted.
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| Geolocation
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A Geolocation field is accompanied by two buttons:
- [Update Current Location] stores current latitude and longitude in the field as a strong.
- [View in Map] allows the viewer of a record to see the location on a map.
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| Global Picklist
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- A Global Picklist is a type of field that contains a list of values, and performs much the same as a Picklist field
- Global Picklists contain the kind of default values commonly used in all applications
- Example: US states, status level, priority, hat size, apparel size, component part numbers, etc.
- These predefined fields save time and can be used in any object.
- When adding a Global Picklist field to an object, you select from the set of Global Picklists that has been defined for this application.
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| Image Field
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- Allows an image file to be uploaded as part of the record.
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| Lookup
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| Multiple Checkboxes
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- Multiple checkboxes are displayed and are associated with a single field.
- For example, choose your favorite movie genres:
- Action / Animation / Comedy / Drama / Romance / Documentary / Sport / Thriller / Western
- Multiple checkboxes can be selected, for example: Comedy, Romance, Western
- When you select this type for an object field, a text area lets you enter values.
- Enter the names of the values, one per line, in the order they will be displayed.
- When the user makes a selection, the value that is stored is the text entered on that line. So:
- If you change the order later, existing values are not affected.
- If you remove an entry at a later date, or change the spelling of a value, existing records that have that value are not affected. Either clean up the object data, or take that possible value into account in your design for backward compatibility.
- If the user makes multiple selections, the value is stored as a comma-separated list. So:
- You should make sure that the field size is large enough to handle all possible selections.
- (Calculate the size as the sum of the entry lengths, plus N-1 for the commas between them, where N is the number of entries.)
- If you change the order of the values, new values may be stored differently than old ones.
- To test for a checkbox selection in a Rule condition, use {fieldName} contains {checkboxLabel}
- (Single quotes are automatically added around the label to create a valid expression.)
- To mark a box as checked in a Rule, use an expression like this one:
- IF( ISNULL(field), 'checkboxLabel', field+', checkboxLabel')
- If the field is empty, the label is assigned to it. If the field has a value, the checkbox label is appended to it.
- The checkbox label is case-sensitive, and must match the configured value exactly.
- Spaces are allowed between items in the value-list (but be sure to size the field appropriately.)
- To uncheck a box, in a rule, you need one of two expressions:
- REPLACE(field, ', checkboxlabel', '') - for multiple selections, or
- REPLACE(field, 'checkboxLabel', '') - for a single selection
- The expressions then need to be placed inside of a nested IF statement to see if either one applies:
- IF (CONTAINS(field, ', checkboxLabel'), -first replacement-, IF (CONTAINS(field, 'checkboxLabel'), -second replacement-, field))
- This expression does the appropriate substitutions of the label is present. Otherwise, it returns the original field.
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| Multi Object Lookup
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A two stage-lookup where the user first selects the object to use, and then looks up a record in that object.
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| Multi Select Picklist
(Multi Select Global Pick List)
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- A picklist containing multiple values from a Global Picklist
- Multiple values can be selected from the list and associated with a single field
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| Number
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A numeric (integer) field, for which you specify minimum and maximum values. The default minimum is 0. To go lower, specify a negative number, like -20. The maximum value is 999999999 (999,999,999). That number can be varied as well, up to the maximum integer size 2,147,483,647. (The smallest possible negative value is -2,147,483,646.)
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| Number with decimals
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A numeric field, for which you specify the number of decimal digits.
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| Percentage
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A decimal field in the range 0 to 1, for which you specify the number of decimal digits.
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| Phone/Fax
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If a string of digits is entered without formatting, that is the way it appears when editing, but the numbers are automatically formatted when the field is displayed:
- 7 digits ("1234567") displays as "123-4567".
- 10 digits "1234567890" displays as "(123) 456-7890".
- 11 digits ("12345678901") displays 1-234-567-8901
- Note:
If the field has more than 11 digits, they are displayed as entered.
In that case, it's helpful to provide the desired formatting.
Free-format text is displayed exactly as entered. For example:
- 123.456.7890
- 1-800-COMPANY
- +44 7123 456 789
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| Picklist
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- A picklist is a type of field that contains a list of values, usually presented in a drop-down list; Examples:
- Types of things: Animal, Vegetable, Mineral
- T-Shirt Size: Extra Small, Small, Medium, Large, Extra Large
- A single value can be selected from the list
- When you select this type for an object field, a text area lets you enter values.
- Enter the names of the values, one per line, in the order they will be displayed.
- When the user makes a selection, the value that is stored is the text entered on that line. So:
- If you change the order later, existing values are not affected.
- If you remove an entry at a later date, or change the spelling of a value, existing records that have that value are not affected. Either clean up the object data, or take that possible value into account in your design for backward compatibility.
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| Radio Buttons
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A list used to limit user selection to a single, specific value from a supplied list of values.
- When you select this type for an object field, a text area lets you enter values.
- Enter the names of the values, one per line, in the order they will be displayed.
- When the user makes a selection, the value that is stored is the text entered on that line. So:
- If you change the order later, existing values are not affected.
- If you remove an entry at a later date, or change the spelling of a value, existing records that have that value are not affected. Either clean up the object data, or take that possible value into account in your design for backward compatibility.
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| Rich Text Area
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An HTML-formatted text area
- HTML formatting can include font styles, such as Bold, Italics, numbered lists and bullets or images (logos or art)
- Formatting tools are provided
Considerations:
- <wbr> and </wbr> tags are not supported, as they are problematic when switching between edit and display modes. (To prevent issues, those tags are therefore removed before the content is displayed.)
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| Text Area
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- A multi-line Text area that can contain alphanumerics (A-Z, a-z, 0-9) and special characters: / @ . - $ %
- Height and width are defined when the field is created
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| Text Field |
- A single-line Text that can contain alphanumerics (A-Z, a-z, 0-9) and special characters: / @ . - $ %
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| Time
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A time. For example, "6:50 PM".
- As Entered - The date/time is stored and displayed exactly as entered.
- Convert to Local Date/Time - (Default) Value is presumed to be entered in user's local time zone. The value is converted to the System Time Zone for storage in the database. When displayed, it is converted the user's time zone.
- Note:
These options are available for new fields in Custom Objects. They are not available for standard Date/Time fields (for example: modified_time) or for Date/Time fields in the System Objects. Those fields are always converted.
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| URL |
A web address. For example: http://yourCompany.com
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