Difference between revisions of "Field Settings"

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imported>Aeric
imported>Aeric
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::*Default is unchecked
::*Default is unchecked
::*If checked, this field is required in All [[Forms]] and all [[API]] calls
::*If checked, this field is required in All [[Forms]] and all [[API]] calls
:;(Optional) Include in Quick Edit:This choice will appear for fields in these objects only: [[{{leadprospect}}s]], [[Accounts]] or [[Contacts]]; See [[Quick Edit]] for more information
:;Field Name:The name that will be used to reference this object.  Must conform to the [[Field Naming Rules]]  
:;Field Name:The name that will be used to reference this object.  Must conform to the [[Field Naming Rules]]  
:;(Optional) Mapped to Account Column:This choice will appear for fields in [[{{leadprospect}}s]] only; Select a field in the Accounts object that will be mapped to this new field (When a {{leadprospect}} is converted to an Account, this field value is copied to the specified Account field; The Account field is overwritten with the value in this field)
:;(Optional) Mapped to Account Column:This choice will appear for fields in [[{{leadprospect}}s]] only; Select a field in the Accounts object that will be mapped to this new field (When a {{leadprospect}} is converted to an Account, this field value is copied to the specified Account field; The Account field is overwritten with the value in this field)

Revision as of 21:57, 11 October 2012

Basic Information

Specify the basic characteristics of the field

Label
Enter a field label; This label is displayed on the Form
Display Type
The fields in this page will change, depending on the Field Display Type selected

Always Required
Checkbox
  • Default is unchecked
  • If checked, this field is required in All Forms and all API calls
Field Name
The name that will be used to reference this object. Must conform to the Field Naming Rules
(Optional) Mapped to Account Column
This choice will appear for fields in [[Template:Leadprospects]] only; Select a field in the Accounts object that will be mapped to this new field (When a Template:Leadprospect is converted to an Account, this field value is copied to the specified Account field; The Account field is overwritten with the value in this field)

Display Attributes

This section is displayed when adding a new field. It specifies the default attributes for the field, when it appears in a Form.

Section
Select the section in the default form where the field will appear. (The Basic Information section is the default.)
Required
Checkbox
  • Default is unchecked
  • If checked, this field is required in the current Form

Default Value

Specify the content to be displayed as the Default Value when adding a new record to this object, or use the interactive Formula Builder to define a default-value expression.
Considerations
  • For Lookup fields, the value must resolve to a record_id. (A user_id, for Lookups to the USER object.)
    For example, this formula can be used to specify a default value for the record Owner, by using an email address to do the Lookup:
LOOKUP('USER','id','email="newOwner@OurCompany.com"')

Role Based Permission Control

When a new field is created, a Role Based Permission Control can be defined on a field-by-field basis.

Learn more: Role Based Permission Control

Description Information

Optionally, add a description of the field

Description
Text entered here will be displayed when the user hovers their mouse over the field--but only if Show_Field_Hints has been enabled for the form the user is in.