Edit Field Expression

Parent Previous Next

Once you have inserted a field type into your record structure, you can further define how this field is expressed in this record type only (its 'field expression').

These settings determine what the user will actually see in the data edit page for records of that type and constraints on the values that can be edited.

To edit the field expression.

  1. Open the record for editing (see Edit Record Type), and select Close and Show Fields.

The Record Structure page displays:

This shows summary information about the predefined fields in the record type (for a new record type there will be no fields in this view).

  1. Click on a field row to show the properties for the selected field:

Complete these fields as follows:

Prompt

The name of the field as shown on-screen.

Help text

Additional text to display under the field to assist the user in completing the field correctly.

Requirement

Determines whether the user should or has to complete a field: Required, Recommended, Optional or Forbidden.

Repeatability

Indicates how many instances of this field the user can create. This can be:

  • Single. Only one instance can be created.,
  • Repeatable. Multiple, unlimited number of instances can be crested.
  • Limited. Up to a maximum number of instances can be created. If selected, enter the Maximum number in the field provided.

Can point to

Indicates the record types that can be pointed to, for fields of type Record Pointer.

Default Value

Enter an (optional) default value for this field (which the user can overwrite if required).

Non Owner visibility

As standard.

Status

As standard.
  1. To edit the underlying core field type, click Edit Field type (see Edit Field Type). Important: This will change the field type for all records that use that field.

Note. If the field is a Terms List, Record Pointer or Relationship Marker field, the list of terms available and/or record types to which the pointers can point, can be also set through the Edit Field type button.

  1. When complete, click Save (or Cancel to close the screen without saving your changes).

Created with the Personal Edition of HelpNDoc: Easily create EPub books