You can add an unlimited number of user-defined fields to an object. Fields can be required or optional, can be made searchable, and can be validated through simple data-checking rules. Supported data types include text, date, Boolean, integer, long integer, email address, and URL.
To add a new user-defined field:
- Select the Administration tab. Tabs remember the page you last worked on, so select the tab again to ensure you're on the Administration page.
- Under Data Management, click Object Types.
- Click on an object category, and then click an object type.
- Under Fields, click New. The Add User-Defined Field page opens.
Under General, set the following
- Name—type a name to be used by the Address Manager database. This name cannot contain spaces.
- Display Name—type a user-friendly name. This name appears to users in the Address Manager user interface.
- Type—select a data type: Text, Date, Boolean, Integer, Long (integer), Email Address, or URL.
- Hide From Search—when selected, the Search function will not search the information in this field.
- Require Value—when selected, users must enter data in the field when creating or editing the object to which the field applies. When this option is selected, the Default Value field appears.
- Default Value—this field appears when Require Value is selected. Type a value in the field. When using preset values, the default value must be one of the items from the list in the Pre-Defined Values section.
Under Pre-Defined Values, create preset values:
- Value—type a value and click Add. The value is added to the list.
- Remove—select a value from the list and click Remove. The item is removed from the list.
- Move up and Move down—select a value from the list and click Move up or Move down to move the value higher or lower in the list. When using the field, values are presented in the order in which you set them in the list.
- Render As Radio Button (Max 3 Items)—select this option to render the list as a set of option buttons. A maximum of three items may be displayed. Users can select only one option.
Under Advanced, set the validation properties. The
validation properties help ensure that users enter valid data into the field.
For object types that can take multiple properties, separate each property with
a “,” comma.
This section will not be available for the Boolean object type.
Object Type Validation Properties Text Minimum and maximum length. For example: minLength=0, maxLength=10 Date Any standard ISO date pattern can be specified and all UDF values must match the specified date pattern. For example: pattern=yyyy-MM-dd hh:mm:ss Integer Minimum and maximum values. For example: min=3, max=1000 Long Minimum and maximum values. For example: min=3, max=1000 Email Address Minimum and maximum length and format. For example: minLength=0, maxLength=10, email@example.com*. The wildcard characters supported are * and ?. URL Minimum and maximum length. For example: minLength=0, maxLength=10
- Under Change Control, add comments, if required.
- Click Add.