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Elements 1

Types of Fields

Text Fields

First we are going to cover the text field. When you click on fields in configuration you will see something like this:

Fields List. Notice the check mark in the text field. This is the field we are going to cover first. For our purposes we are using our sales template which is already populated with fields. In creating a new field you only have to click on new which we will look at after the reviewing the field types and the available options.

When you click on edit you will see this:

Text Field. Notice the arrows at the top of the field. The first one points to the order that the field appears in on the table. The second arrow points to reference name you give for the field. This name appears only in the configuration mode (see below for what appears in Admin). And the type refers to the text field. This is a drop down list to select the type of field you want. More on this later.

When you select the size arrow you'll see: Size of Field. This goes up to a maximum of 100 characters. This is the setting for what will appear on width of the field. The field below it determines the maximum allowed characters that can be entered in this field, which can be set to max of 200. The second size field does not apply to text fields.

The next field, "List Src"

pictured here.we will cover later. Below that is the "Input by End User" selection. Select "Yes" if you want this field to appear on the web page. Below that are the Input prompts. Make sure the top Input field is blank if you have selected "No" on Input by End User. These are the prompts that will appear when accessing them either on the web page (for user input), or in the admin area when accessing them via admin. Default value is entered only when you want to see a default value for the entry until it is changed.

The group field will be covered at a later time. Click here to go to that page now: Group Field.
The next field determines whether this is a required field, meaning that someone has to put something in it to before form can be submitted (this applies only to fields that appear on the web page.
The next few fields, (search fields) pictured here are used to determine the type of searches that can be done. First you have the searchable field for Admin. If you have the type of database that can be accessed by the public (usually only for membership sites), you would say yes to the public site, otherwise say "no". If this is a Name field you probably want it to be partially searchable and usually a name field is a primary field so you would want this to be indexed for faster searching. Keep in mind that you are limited to 10 indexes per data table.

This concludes our discussion of text fields, except to say that you can add html elements to the text fields, such as to adjust size, color, etc., to determine how the prompts appears e.g., when using color code use

<span style="color:red">Name*:</span> This displays the field prompt "Name*:" in red. This type of code can be used in the Input Prompt or Admin Prompt to display a particular word(s) in a specified size or color.

Free Text Note

The "Free-text Note" field is a different kind of text field that allows unlimited text to be added. Here you see what it looks like in the configuration:

Free-text Note Notice that you control the size that appears by selecting the columns and the number of rows. Here is a picture of how it looks on a page:

Free-text Note

List Fields

There are several different kinds of List fields you can create as pictured here:

List Types. Before we create a list field we actually need to create a list. Several lists have been created here:

Created Lists on this sales table template. First you need to know that any type of list field requires a list which is created here. Notice on the bottom that there is a button called, "Create New List". This will appear on the main configuration page whether you have lists or not. Notice that there are two buttons next to each list. One says "Config" and the other says "Items". You will need to Name the Attribute list under the "Config" first. This basically allows you to name the list and it assigns the list an ID number. All databases work off of ID Numbers.

For our purposes we have selected the "Source of Lead" and clicked on Items as pictured here:

Items List. Notice that to add an item to the list you can just type in the box and select "Import". You can add an entire list in this fashion by adding items under each other.

Notice the blue callout called Selection box as pictured here:

Items Options. Here you can put a checkmark in the box to move the item to a different point in the list. The yellow jagged box points to the options to move or renumber the Items. The green arrow on top points to the text as it appears to you. The blue arrow points to the value the database uses to reference the item. You can name this yourself or just import a list and the software will assign a value.

This covers what you can do to create and modify lists. Next we will cover how to use these lists. Click on next below to go to the description of how to use these lists.

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