FieldTypes in Sage CRM

I wanted to take this post to outline some of the common field types that are available within Sage CRM, for anyone new to development within Sage CRM.  These are defined under the Fields tab under Administration/Customization/{EntityName}.

*Note – not only to field names need to be unique, field Captions must be unique as well.  It’s a bit of a pain, since you cannot have two separate fields on two different views that have the same caption.

Most of these properties are the same, but I’ve noted differences where they exist:

  • Text:  Standard Text field
    • Column Name – Field name in the Entity Table
    • Caption – Caption Displayed in Sage CRM
    • Max Length – Field Length of within the Entity Table
    • Entry Width – With of the field as it is displayed in Sage CRM
    • Default – (Optional) default value for the control.
  • CheckBox:  Standard Boolean field
    • Column Name
    • Caption
    • Default – (Optional)  Checked or Unchecked
  • Phone Number/Email Address/WWW URL:  Specialized entry fields including formatting for specific data
    • Column Name
    • Caption
    • Max Length
    • Entry Width
    • Default
  • MultiLine Text: Memo field
    • Column Name
    • Caption
    • Entry Width – Since a memo field does not have a fixed width, the width and Height properties are used to define how the field appears on the form
    • Entry Height
    • Default
  • Selection: Picklist Items
    • Column Name
    • Caption
    • Selection Height
    • Lookup Family – Used to define the picklist used in the control
    • Lookup Width px – (Optional)
    • Default
  • Integer/Numeric: Standard field for numeric input
    • Column Name
    • Caption
    • Entry Width
    • Default
  • Date & Time: Field to display date and time information with formatting
    • Column Name
    • Caption
    • Default
  • Team Select/User Select: Control allowing selection of Teams or Users in Sage CRM
    • Column Name
    • Caption
    • Selection Height
    • Default
    • Search SQL (User Select only)  This optional property allows you to define a SQL statement to search for particular users

That’s all for now, but in my next post, I’m going to go step by step through building a new tab based on these types of fields.  Stay Tuned!  [:)]

 

 

 

ABOUT THE AUTHOR

Jason Buss

Jason is a senior application developer with Customer FX.

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