Contents of the Field Settings Dialog Box

Use these fields and options to enter or edit settings and properties for new and existing user-defined fields and certain standard fields in Vantagepoint.

The fields included on this dialog box vary, based on the type of field that you are adding or modifying. This topic identifies all the possible fields that could display on the dialog box.

This dialog box applies for user-defined fields and the following standard Vantagepoint fields:

• Fields in the Projects hub that allow you to specify a default field value.
• Compound component fields, such as the Location field for a project in the Projects hub or the Full Name field for an employee in the Employees hub. These fields are comprised of a group of related multiple fields, such as Address, City, State/Province, and Country for the Location field and First Name, Last Name, Salutation, and Suffix for the Full Name field. In this dialog box, you can change the properties for each individual field that makes up the whole compound component field rather than changing the properties for the compound field as a whole, which would apply the same properties to all of the fields that make up the compound component field.

Contents

Field	Description
Default Value	Enter a default value to prefill in the field when a user enters a new record. Users can change the prefilled default value as needed. When you enter a default value for a user-defined field, the default value prefills in the field for new records that are created after you specify the default value here. The default value does not populate in the field for existing records that were created before you specified a default value for the field. For some standard fields, specifying a default value may then make other fields required fields. If you use Screen Designer to specify a default value for such a field that then makes other fields required, it is recommended that you also specify default values for those other fields. This is particularly important if you use GovWin IQ integration to import multiple opportunities at one time from GovWin IQ to create new projects in Vantagepoint. The import will fail if values are not available for all required project fields. The following information applies for default values for standard fields in the Projects hub: The default values are applied to new projects that you create manually in Vantagepoint and in Mobile CRM. The default value that you enter for some Project hub fields may required that users make a certain entry in a related field when they create a project. Users will receive a message informing them of the required entry if they do not make the entry before they save the project.
Currency Type	This field displays if you use multiple currencies and you selected Currency in the Field Type field on the Add Field dialog box for a user-defined field. Select one of the following currency types in this field: Record: This currency type is available for all hubs except the Projects and Activities hubs. When you select Record as the currency type, a User Defined Currency Code field is added to the Overview tab for the hub. Users must enter the currency amount in the new field in the currency that is entered for the hub record in the User Defined Currency Code field on the Overview tab. Specific: Users must enter the currency amount in the field using the currency that you specify in the Currency field below the Currency Type field.
Currency	This field displays when you select Specific in the Currency Type field for a currency type field. Select the currency in which users must enter the currency amount in the field. The list of possible currencies is based on the currencies that you set up in Settings > Currency > Options.
Decimal Places	If you selected Numeric in the Data Type field, use the Decimals field to specify the number of decimal places to display for numbers.
Min Value	This field applies for numeric and currency type fields. To require that the values that users enter in the field are equal to or more than a minimum value, enter that minimum value in this field.
Max Value	This field applies for numeric and currency type fields. To require that the values that users enter in the field are less than or equal to a maximum value, enter that maximum value in this field.
Include in Report Total	This check box displays only for numeric and currency type fields. Select the check box to include totals for this field in the total rows of reports that include this field as a column in a report.
Values Grid	This grid displays only for user-defined dropdown type fields. Enter the items to include in the field's drop-down list that users can select when they make an entry in the field. Click + Add Value and in the blank row in the grid, enter an item to include in the drop-down list for the field: Value: Enter the name of the item to display in the drop-down list. Code: This field displays a code that is automatically assigned to the drop-down list item. You cannot change the code. If you use multiple languages in Vantagepoint, this code helps you more easily identify drop-down list items when you open Vantagepoint in a different language and use the Field Settings dialog box in Screen Designer to specify the names of the drop-down list items in a different language. Default: Select this check box for the drop-down list item that you want to prefill in the drop-down field by default. Users can change the entry in the prefilled field. The items in the drop-down list for the field will appear in the order that you enter them in the Values grid. To change the order, hover over a row, click the drag handle icon to the left of a value name, drag the row up or down in the grid, and drop it in the desired location. To delete a value from the drop-down list, hover over the row in the grid, and click X at the end of the row. If that value has not been selected and saved in a hub record, the value is deleted from the drop-down list for the field going forward. If the value was previously selected and saved in the field for a hub record, one of the following occurs: If Limit Entry to Values List is selected for the field, a message displays that indicates the value is currently used in one or more records. You must select another value in the field for those records before you can delete the value from the list. If Limit Entry to Values List is not selected for the field, the value is deleted from the drop-down list for the field going forward. However, the value remains in the field for the hub records for which it was previously selected.
Limit Entry to Values List	This check box displays only for drop-down type fields. Select this check box to require that users select only from the drop-down list in the field. When this check box is cleared, users can select from the drop-down list or enter a value in the field that is not in the list. Caution: After you click Continue on the Field Settings dialog box and click the Save action on the Screen Designer form, the new field is created and saved, and you cannot change the Limit Entry to Values List check box setting.
Mobile CRM Section	This field displays only if you are adding a field to the Contacts, Firms, or Projects hubs and you use Mobile CRM (you have the CRM or CRM Plus module installed). Click , in this field, and select the section on the Misc. tab in Mobile CRM in which you want the field to display. If you leave this field blank, the field will not display in Mobile CRM. To create a new section on the fly, click + Add Section at the bottom of the drop-down list. In the Mobile CRM Sections dialog box, enter name for the new section in which it will display in Mobile CRM. Adding a new section this way is the same as adding a new section by clicking on the Screen Designer form. When you set up sections on the Mobile CRM Sections dialog box, you can also change the name of the Misc. tab. The fields that display left to right on the Screen Designer form, display from top to bottom on the screen in Mobile CRM. The Mobile CRM Section field does not display if the type of the user-defined field is Date/Time or Phone. You cannot add these type of user-defined fields to a Mobile CRM section in those hubs.
Available for Analysis Cubes	Select this check box for a user-defined field if you want the field to be available in Analysis Cubes for use in dashboards that you create using Vantagepoint Intelligence. This option is only available if all of the following are true: The Vantagepoint Intelligence module is activated. The user-defined field is in one of the following hubs: Activities, Employees, Firms, or Projects. The user-defined field is one of these field types: CheckBox Currency Dropdown Employee Firm Numeric Organization Project If you select this option for one or more user-defined fields, ask your system administrator to refresh the affected analysis cube with user-defined field changes. Until the analysis cube is refreshed, it will not include the newly available user-defined fields.