Field Templates are used to create a field on the front side of a master form in the Form Layout Area. There are various types of field templates, including but not limited to: quantities, dates, unique codes, form references, notes, descriptions, pattern text and file attachment. You can also create custom field templates that you … Read more
The Code Field captures a unique identifying code for an Entity. Example: Customer ID code GL Account Number Vendor ID code
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
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
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
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
The Date Field captures dates. For Timestamps (Date & Time) use the Timestamp Field.
The Timestamp Field captures date and time. Timestamps are stored as UTC value.
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.
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
