Formatting Fields

In Data Editor Admin, Core Administrator users can configure the fields in the table. This includes identifying key and required fields and configuring field display options and data entry style.

To configure the fields in a table:

From the Tools menu, choose Data Editor.
In the Actions column in the row of the table you want to edit, click the Available Actions icon and choose Edit. This displays the Data Editor Admin Edit page for the selected table.
Click the Fields tab. This displays all the fields currently available in Data Editor for the table.
Under Available Fields, select the field that you want to edit. This displays the field properties. You can modify properties that are editable. If a field has a value that cannot be edited, it is grayed out.

Field Name -

Key Field - Select this check box if this field is a table key. Table keys in Data Editor should correspond with the primary key on the database table. Key fields are required and can never be left blank.

Min Length -

Max Length -

Field Type -

Required - Select this check box to indicate that it is mandatory for the field to be populated. For a key field, this option is selected by default.

Visible - If selected, users with view access on the table can view the field. Clear this check box if you do not want any users to view the field.

On Index Screen -

On Information Screen -

Searchable -

Editable - If selected, users with edit access on the table can edit the field. Clear this check box if you do not want any users to edit the field.

Note: These changes are saved immediately and automatically.

To modify the display and formatting of a field:

In the Action column of the field you want to format, click the Edit icon. This displays a Field Editor to set the display and data entry options for the field.
Make selections from among the following options:

Display Name - You can change name of the column header when the table is displayed.

Column Width - You can change the value for the column width. This is the display area for the field, not the number of characters that can be entered in the field.

Max Length - Enter the maximum number of characters that can be entered in the field. This can be less than or greater than the number of characters in the column width.

Default Value - This is the value populated when a new record is added.

Edit Style - Displays a list of input styles that can be applied to a field along with the applicable options for the selected edit style.

Text Box - Displays the data in a text box.

Check Box - Displays a check box in the field. You enter values that correspond to the selected and de-selected check box in the Value to Save when On and Value to Save when Off fields. For example, you save Y for checked and N for unchecked.

Radio Button - Displays radio button choices for the user to select a single option. You enter a text description for each radio button in the Text for Radio Button field and a field value in the Value to Store in Database field. You can enter values for up to four radio button choices.

Lookup Table - Displays a drop-down list with values for the field from another database table. The user selects a description from the list. When you choose this style, select the database table from the List of Tables drop-down list. Select the database field to display from the Column to Display drop-down list. Select the database field that stores the actual value from the Column of Actual Value drop-down list.

Note: In order to display additional options in the drop-down, you must add the records in the lookup table.

Memo - Displays a memo box in which the user can enter text. This is similar to a text box, but a better choice for fields with long descriptions..

Click the Save button to apply the changes and return to the Fields tab.