Code Field

The Code Field captures a unique identifying code for an Entity. Example: Customer ID code GL Account Number Vendor ID code

Form Reference Field

The Form Reference Field is used to capture a relationship between two different Master Form types.  There are two different form reference types: Regular reference Informational reference Examples: Vendor Invoice form reference to a Purchase Order form Staff form reference to a Department form Equipment Order form reference to a Vendor form

Note Field

The Note Field provides for the capture of text of variable length. Examples: Delivery instructions on a Purchase Order form Detailed description of Inventory item

Description Field

The Description Field provides for the capture of a single line of text. Examples: Customer Name Phone Number Vendor Name Inventory Item Name Department Name GL Account Name

Pattern Text Field

The Pattern Text Field template is used for capturing formatted data. The field can multiple parts to a maximum of eight parts. Pattern Text Field formats: Sequential number format Masked pattern format A Sequential Number format is a system generated number that is incremented each time a new data form is filed.  It starts at … Read more

Quantity Field

The Quantity Field is used to capture numeric value data. A Quantity indicates what it represents as a Unit or Currency or Rate.  Dozens of domestic and international types supported.  Examples: Euro Currency Amounts Metric Weights Imperial Lengths Price per gram Cost per Mile Dozen Ream

Date Field

The Date Field captures dates. For Timestamps (Date & Time) use the Timestamp Field.

Timestamp Field

The Timestamp Field captures date and time. Timestamps are stored as UTC value.

Choice Field

The Choice Field provides a small number of choices and allows the selection of one or more. Choices can be presented as a drop-down list or check box list.

Action Field

An Action Field is a button on a Master Form that performs an action when the button is pressed. Examples: Display a list of unpaid bills using an Action Field on a Vendor form Display a list of projects associated with a client using an Action Field on a Customer form