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Examples of Custom Field Types

Code

W9 example?

Custom Field Code Type will appear as a drop down when editing the record.

Date

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Custom Field Date Type allows either entering the date or selecting the date from a popup calendar

Money 

Custom Field Money Type will not accept commas, or dollar signs.

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A Custom Field may be a code, date, money, text, web address, email address, user or a Boolean (true/false) field, as defined by the "type" selected when the Custom Field is created.  Each Custom Field applies to a single type of data, for example, Vendor.   A Custom Field which has an "applies to" of Vendor will only appear in the Vendor interface and when generating Vendor reports.

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DateTime - is considered read-only and cannot be entered via the create/edit options.  This type can only be updated by the system via the rules engine.

Email Address - must be in a valid email address format

User - allows selecting a valid username from a dropdown list

In addition, a custom field with a type of CreatedUser or LastModifiedUser will cause the user who created or last updated the applies to record to be automatically recorded in the custom field.  Similarly, a field with a type of CreatedDateTime or LastModifiedDateTime will cause the date that the applies to record was created or last updated to be recorded in the custom field.

You may set a Custom Field to inactive if you wish to stop using it.  The Custom Field may be reactivated at a later time if desired by changing it's active flag.

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