Specifying a Data Type

Keep in mind that, at the top level of the data model you can only create Form type which appear as application tabs at the top of the screen or Folder which is a hidden collection of forms. So after you enter something at the top level, you can click the expansion icon (sideway arrow to the left of the field name) to add fields to that type.

When entering the type in the Quick Entry, you can select the data type from the dropdown list. There is a shortcut to choosing different data type when using the Quick Entry. You can add special codes at the end of the field title to designate the data type as you're typing. The following is a list of different data types and the codes you would use to specify those types: 

 •  Text (Few Words) : Specifies a short text field. This is the default if no data type is specified. 

 •  Text (Paragraphs) (...) : Specifies a long text field which allows unlimited amount of text that can be entered. A scroll-bar will appear when you're editing the text. An example of a Quick Entry shortcut would be Notes... 

 •  Text (Rich Text) : Similar to Text (Paragraphs), but allows for rich text formatting, such as bold, italics and font size changes. Internally stored as HTML

 •  Form : Specifies that this will drilldown into a sublist instead of a field. There are some variations on the form type you can specify by putting a special character at the end of the name. Alternatively, you can select these options from the field definition's List Type dropdown when editing the field. 

> : Specifies that the field is a single-item form type, which means it can only hold one record. An example of Quick Entry shortcut would be Company Profile> 

> > : Specifies that the field is a form type that can hold a list of records. Quick Entry shortcut example: Documents >>  

 •  Folder : Specifies a container for forms. Same as a hidden form, but can only contain sub-forms. 

 •  Number (Integer) (%) : Specifies an integer number, that does not allow fractions

 •  Number (Money) ($) : Specifies a decimal number type, often used to represent money. 

 •  Number (Floating Point) (!) : Specifies a floating point number, that does allow fractions

 •  Date/Time (General) (@) : Specifies a date or date and time type. 

 •  Date/Time (Due Date) : Specifies a date or date and time type. Under this type, WorkflowFirst will automatically create a tickler report. For more information on this, see  Automatic Schedule (Tickler) Reports

 •  Boolean (?) : Specifies a boolean type, which is used to hold either a Yes or No value, or a True or False value. 

 •  File (^) : Specifies a file type, that lets you select a file that is uploaded into the system. 

 •  Counter (+) : Specifies a counter. This field automatically increments each time a new record is added, creating a sequence number. The same number cannot be re-used. It also provides a special screen for quickly locating records by their sequence number. 

 •  Static Label : This data type can be used for fields that will display labels in the form. Rather than showing a typical field label and value, a static label will only show a value, and the value will be the title of the field, or the Description if specified. A static label can also contain HTML code, enabling greater flexibility in the design of forms. To expand the size of a static label, set the Span of the field to be 4. Static label content can also span multiple lines, and can be updated in script through Inline Change events. 

 •  * : The asterisk is used to indicate that the field links to another part of the database. After the asterisk, you would put a path to the location in the database where the user can choose the record to which it will point. This is discussed in more detail in a later section. 

So if I wanted to enter a field that records the date and time of a sale, I could enter into the Quick Entry the following: 

Date Of Sale@
 
Or, if you would prefer not to use the codes, you can just enter Date Of Sale and select the data type to Date/Time in the dropdown list at the right of the Quick Entry box. 


Next Topic:
v4.2.0.956 (beta)
Up Since 2/29/2024 12:02:23 AM