Fields
Fields define data properties of Trackor Records per Trackor Type.
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Adding a Field
To add a new field, click the Add button. This will open the Add Field Applet.
Only the General tab will be available until at least the mandatory parameters of a new Field are populated and saved with the Apply button in the bottom-right corner
General Tab
The General tab contains all of the general information about a Field (e.g., type of stored data, parent trackor, the field’s name, and label). Some Data Types necessitate particular fieldsets that will appear in the Applet window when such a Data Type is selected. Saving the information entered via the General Tab will turn the Add Field Applet into the Edit Field Applet and reveal the other applicable tabs.
Some options on the General tab vary with different "Data Types". For example, the General tab of the applet will display the Max Length*, Prefix, Suffix, Num Dec., Negative Color, Positive Color, Parens for Neg., Digit Grouping, and Color Table options when the chosen Data Type is “number” (as shown above).
Refer to Data Types of Fields documentation for more details about additional tabs with each Data Type.
Field Name | Field Description |
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| The required fields are marked by an asterisk. |
Trackor Type* | A drop-down list of Trackor Types that the field can be assigned to. |
Data Type* | A drop-down list of types of data the Field can contain. Once a Field is created, the data type can be changed only when the field is not in use. If there is any data in a field, then the field type can’t be changed. |
Field Label* | Sets the unique name (label) of the Field. |
Field Name | Sets the description that identifies the Field in the database. This field is populated automatically based on the Field Label and can be edited manually. |
Color Code | A drop-down list of available color codes that can be used to highlight the Field background in the Grid. |
Color Table | A drop-down list of colors found in the associated V-Table (more on the topic in the corresponding manual pages). See the Coloring a Field article for more information. |
Field Width (px)* | Sets the width of the field in pixels. |
Max Length* | Determines the maximum character count for the field. |
Negative and Positive Colors | Please refer to the Coloring a Field article for detailed instructions on coloring fields. |
SQL Query | Sets the SQL query associated with the Field.
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PL/SQL ID Reference | If the "PL/SQL ID Reference" string is invalid or not generated yet then "Out Of Sync" will be shown. |
Selector's Trackor Type | Associated Trackor Type. |
Short Name | An abbreviated name (1-3 characters) allowing to identify the fields received from the Trackor selector. Available only for the “Trackor Drop-Down” and “Trackor Selector” Data Types. |
| This feature allows the user to implement restrictions based on other branches of the Trackor Tree. |
| This feature allows the user to implement restrictions based on other branches of Trackor Tree. |
Selector's Display Field | Provides the user with the ability to choose the way the Field is displayed. |
Def Value SQL | The "Default SQL" for a Field is only used in the front-end GUI on the General Info tab when the user is creating a new Trackor Record. |
Description | Sets a mouseover description of the Field. |
Comments | Comments on the Field. |
Mandatory (checkbox) | A mandatory Field must be populated before any changes to the form can be saved. |
Two Columns Span (checkbox) | Allows the Field to span the width of two columns in a Tab. This feature is useful for large fields such as memos or other text fields. |
Lockable (checkbox) | Enables a user (with appropriate privileges) to Lock the Field. A Locked Field can only be changed by those with security privileges enabling them to change Locked Fields. A lockable field applies at the individual Trackor level. So a field, like an approval field for example, might be locked for one Trackor but unlocked for others. |
Read Only (checkbox) | Read-only Fields can’t be edited by users. Read-only fields are system-wide in that it applies to that field in every Trackor in the system. |
Don't Clone Field Value (checkbox) | When checked, prevents the Field value from being cloned when a new Trackor of this type is created by cloning an already existing one. |
Don't Clone Lock Status (checkbox) | When checked, prevents the locked Field from being cloned. |
Support Barcode (checkbox) | When checked, enables the barcode scanner support for the Field in mobile apps. |
Apply a Field Mask (Obfuscate) (checkbox) | Available for Text, Number, and Memo fields only. When checked, all values are masked with the placeholder "********” after reloading or saving changes on both grids and forms. Example:
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Rules Tab
The Rules tab provides access to the Rules that the Field is currently assigned to. Rules are used to automatically perform actions when and if certain trigger events preset by users or admins occur.
Tabs Tab
The Tabs tab provides access to the Tabs that the Field is currently assigned A Field will need to be assigned to a Tab in order to appear on that Tab. A Field can be assigned to multiple Tabs.
WF Steps Tab
The WF Steps tab provides access to the WorkFlow Steps the Field is currently assigned to.
Role Lock Privs Tab
If the Lockable checkbox is checked, the Role Lock Privs Tab will be visible. It is used to assign Privileges to Security Roles in relation to lockable fields, thus setting who in the system is able to lock or unlock the field.
Automation Tab
The Automations tab displays all of the Field’s occurrences in Automations. The Field can be used as an Action Target field, Filter field, in the formula of a Config Field action, and in a Trigger.
Components Package Tab
A trackor type, rule, or DB package can be assigned to multiple Component Packages. For example, the Account will need to be part of the Case Management System and Professional Services Automation.
Components Audit Log Tab
The Components Audit Log Tab records all changes made to Components. The Tab appears once the Field has been initialized.
An admin will not be able to delete a field if there are any values, they will first have to make sure all field values are NULL. This can be done with a Mass Assign Rule.
Accessing Log ID Details
To see the details of a Log ID click the hyperlink.
Administration of FieldsIn order for users to be able to modify the configuration of fields the following Security Group will need to be applied by the Administrator.
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