| Field | Description |
|---|
| Heading
|
Enter the column headings. If you change the column name,
Vision displays a message that asks if you also want the database column name to be changed. If you select
Yes, you may have to make changes in your saved searches and custom reports, if you use these.
|
| Database Column Name
|
This column lists the database code based on the selected column heading.
|
| Data Type
|
Select the data type for the user-defined column heading. Some of these options are lookup list fields. Lookup lists are fields in which you can search for and select a particular Info Center item, such as Account, Contact, or Employee.
After you select a data type for the column heading and data is entered into that field, you cannot change the data type, with the exception of three types: Character, Drop Down, and Lookup. These three are compatible types and are interchangeable. If you need to change any other data types, you need to delete that column heading and re-add it.
Options in the
Data Type field are:
- Account: Creates an Account lookup list field.
- Character: Alphanumeric values.
- Check Box: Determines if the field is a Yes/No check box. When the field is checked, a value of Y is entered into the database. When the field is unchecked, a value of N is entered into the database.
- Client: Creates a Client lookup list field.
- Contact: Creates a Contact lookup list field.
- Currency: Creates a currency field.
- Date: Determines if the field contains a date value. The field includes a pop-up calendar that can be accessed from the arrow to the right of the field value.
- Drop Down: Creates a drop down list field. If you select this option, you create the entries that will appear in the list using the
List of Values field.
- Employee: Creates an Employee lookup list field.
When you create an employee data type,
Vision adds two new fields to the Lookup dialog for that Info Center: one for the employee name and one for the employee number.
The employee number search field is compatible with the "is me" operator, so that you can use that operator for user-defined employee type fields.
For example, if you create a user-defined
Client Info Center field called
Special Contact,
Vision creates two search fields,
Special Contact and
Special Contact Number. The
Special Contact Number field can be used with the "is me" operator.
- Lead: Creates a Lead lookup list field.
- Lookup: Creates a lookup list field similar to a drop-down field, except you select a value from the list using a lookup. If you select this option, you create the entries that will appear on the lookup using the
List of Values field.
- Marketing Campaign
: Creates a Marketing Campaign lookup list field.
- Memo: Creates an RTF (rich text format) field for formatted text.
- Numeric: Creates a numeric field. If you select this option, you can enter the number of decimals used in the number in the
Decimals field.
- Opportunity: Creates an Opportunity lookup list field.
- Organization: Creates an Organization lookup list field.
- Project: Creates a Project lookup list field.
- Text Library: Creates a Text Library lookup list field.
- URL: If you select this data type, you can enter and save a Web site address in the field, which you can then click to automatically launch the site in a new browser window.
- Vendor: Creates a Vendor lookup list field.
|
| Display Width
|
This setting determines the number of characters you want to display for the column.
Vision calculates how wide the column should be on the screen based on the fonts used in
Vision.
Vision multiplies the number in this field by 6 to arrive at the number of pixels in the field. For example, if you enter 20, then the number of pixels for the column would be 120. Remember, you can always adjust the size of the column using the Tab Designer.
|
| Sorted
|
This setting determines whether the rows will be sorted by the column in question when first retrieved. Sorted may only be selected for one column in each grid.
|
| List of Values
|
If you selected Drop Down or Lookup in the
Data Type field, this field allows you to list the entries that will appear in the drop down list. When you click this field,
Vision displays a Column Values dialog box. Click
Insert to add new entries; use the
Move Up and
Move Down buttons to determine the order of the entries.
If you select the
Limit entry to values in list option, users will only be allowed to select one of these entries. If you do not select this option, users can either select one of these entries or enter other entries not included in the list.
|
| Total
|
Select this option if you want a column total to appear at the bottom of the grid. This total field also displays for a list of numbers in reports. This option applies to Numeric and Currency data types only.
|
| Decimals
|
If you selected
Numeric in the
Data Type field, this field allows you to determine the number of decimal points in the number. For currency, this defaults to your currency format (2 for U.S.)
|
| Minimum Value
|
If you selected
Numeric or
Currency in the
Data Type field, this field allows you to determine the minimum number that the user can enter in the field. If you leave this field blank, no minimum value is set. In other words, you can enter a negative number. To allow a minimum of any non-negative number, enter 0.
|
| Maximum Value
|
If you selected
Numeric or
Currency in the
Data Type field, this field allows you to determine the maximum number that the user can enter in the field. If you leave this field blank, no maximum value is set.
|
| Required
|
You have the following options:
-
CRM: Select this option if the field is required for CRM. In other words, Vision will not save the record for CRM users if no data is entered in this field. This option is only available if the CRM module is installed.
-
Accounting: Select this option if the field is required for Accounting. In other words, Vision will not save the record for Accounting users if no data is entered in this field. This option is only available if the Accounting module is installed.
-
CRM and Accounting: Select this option to require the field for both CRM and Accounting users.
|
| Default Value
|
Enter the default value for the field. This field is only available if the following data types are selected: Character, Check Box, Currency, Date, Drop Down, Lookup, Numeric, and URL.
-
Checkbox Data Type: These data types have a default value of
N by default. However, you can change it to
Y. You cannot leave this blank.
-
Date Data Type: You can either enter the words
Current Date or enter a date. If you enter
Current Date, new records always default to the current date. You can also select a date from the calendar icon in this field.
-
Lookup,
Drop Down Data Types: If the data type is either Lookup or Drop Down, the
Default Value field will contain a Lookup icon.
-
Currency,
Numeric Data Types: Enter any valid numbers.
-
Character,
URL Data Types: Enter any alphanumeric characters.
|
| Merge Template Specific Selection
|
This column displays in the grid only if you have the Vision CRM (Customer Relationship Management) or Proposals application installed.
The check box in this column applies only for merge templates that you create with Adobe InDesign.
In an InDesign merge template, if you want data from only some of the rows in a custom grid (rather than data from all the rows), you must add a custom column specifically for this purpose to the
Custom Columns grid on the Custom Grids tab in User Defined Components Configuration. For the custom column, select
Checkbox from the drop-down list in the
Data Type column, and then select the check box in the
Merge Template Specific Selection column.
You can select the
Merge Template Specific Selection check box for only:
- One custom column (row) in the
Custom Columns grid.
- A custom column (row) that has
Checkbox selected in the
Data Type field.
Additionally, you must complete the following for this option to work:
- In the appropriate Info Center, select the specific rows in the custom grid for which you want to include data in the merge template. To select these rows, select the check box in the custom column that you previously created for this purpose in User Defined Components.
- When you create the InDesign merge template in Vision Merge Templates Configuration, you select the name of the check box column (that you created for this purpose in User Defined Components) in the
Select Specific <custom grid name> field in the
Options section of the Merge Code dialog box.
Example:
On the Custom Grids tab in User Defined Components Configuration, you create a custom grid titled
Certifications for the Experience tab of the Employees application. You add a custom column to the grid with the heading
Specific Records. For this column, you select
Checkbox in the
Data Type column. You also select the check box in the
Merge Template Specific Selection column for it.
In the Employee Info Center, you now see the
Specific Records column (that you added in User Defined Components Configuration) in the
Certifications custom grid on the Experience tab. You want only two of the nine certifications (rows) in the
Certifications grid to be added to an Adobe InDesign merge template, so you select the check box in the
Specific Records column for the two certification rows in the custom grid.
You create the InDesign Merge Template for the Employee Info Center in Vision Merge Templates Configuration. On the Merge Code dialog box, you select
Certifications in the
Table field. In the
Select Specific Certifications field in the
Options section, you select
Specific Records. In the
Field field, you select and add the custom grid fields that you want to include in the merge template. When you generate a merged document using the merge template, only the data for the two certifications (rows) are included. (If you had selected
All in the
Select Specific Certifications field, data for all nine certifications would have been included in the merged document.)
|
| Currency Code
|
From the drop-down list, select the currency code for the currency user-defined field. This column is enabled when you select
Currency (Specific) in the
Data Type field in this grid.
- If you do not have multiple companies, the currency code drop-down list is comprised of currency codes that are entered for your company on the Currency tab in
.
- If you do have multiple companies, the currency code drop-down list is comprised of the combined list of currency codes that are entered on the Currency tab in
for all of the companies in your enterprise.
|
| Required Level
|
This option is only applicable to the
Project Info Center and is only available if the field is required. The options are:
-
All Levels: Select this option if you want the field to be required at all levels (for example,
project, phase, task).
-
Project: Select this option if you want the field to be required at the top level only (project only) and not at lower levels.
-
Lowest: Select this option if you want the field to be required at the lowest level (the charging level) of any given node of a particular
project. For example, when a new phase is created for a
project, the field is required even if the
project has other phases that have tasks. If a specific phase already has a task, the field is not required at the phase level.
|
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