1. Resolver Core
  2. Administration
  3. Administration Overview
  4. Data Model
  5. Object Types
  6. Objects

Adding Fields to an Object Type

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Article Content

Overview
Navigation
Adding a New Field to an Object Type
Adding an Existing Field to an Object Type

Overview

An object type’s fields are where users will input data. Fields are available in the following formats:

  • Text: A text field that allows for a single line or multiple lines of text, concatenations, rich text formatting, and translations.
  • Numeric: A field that allows for numbers.
  • Date & Time: A picker that allows you to select the date and time. All dates and times are saved and displayed in UTC format.
  • Select List: A dropdown menu with multiple options to choose from.
  • Attachments: An area on the form that allows users to upload files, insert links to websites, or both. Supported document files are searchable by keywords or upload dates.
  • Image Attachment: A field through which images can be uploaded and embedded onto a form.

All fields saved to an object type will appear on the object type’s default form, but you can select which fields will appear on configurable forms associated with the object type. 

Related Information/Setup

Please refer to the following articles for further information:

Navigation

  1. From the Home screen, click the Administration icon.

Administration Icon

  1. From the Administrator Settings menu, click Admin Overview. 

Administrator Settings Menu

  1. From the Admin Overview screen, click the Object Types tile under the Data Model section.

Object Types Tile

  1. From the Admin: Object Types screen, enter a keyword in the Search field to narrow the Object Types list.

Search Field

  1. Click the Object Type you wish to edit or delete.

Object Type Name

  1. From the Admin: Object Types screen, scroll to the Overview tab.

Overview Tab.png

Overview Tab

  1. Click the Fields tab.

Fields Tab.png

Fields Tab

  1. From the Fields tab, click the Add Fields button.

Add Fields Button.png

Add Fields Button

Adding a New Field to an Object Type

  1. From the Add a Field pop-up, click the Add a New Field button.

Add a New Field Button.png

Add a New Field button

  1. From the Create a New Field pop-up, select a field type from the Field Type dropdown menu.
    • Text: A text field that allows for a single line or multiple lines of text, concatenations, rich text formatting, and translations.
    • Numeric: A field that allows for numbers.
    • Date & Time: A picker that allows you to select the date and time. All dates and times are saved and displayed in UTC format.
    • Select List: A dropdown menu with multiple options to choose from.
    • Attachments: An area on the form that allows users to upload files, insert links to websites, or both. Supported document files are searchable by keywords or upload dates.
    • Image Attachment: A field through which images can be uploaded and embedded onto a form.

Field Type FIeld.png

Field Type Field

  1. Enter a file name in the Field Name field. The field name is used to represent the file throughout the system.

Field Name.png

Field Name Field

  1. (Optional) Enter a long name in the Long Name field. The long name provides an alternate file name allowing for additional information which can be styled using Markdown. You can choose to display a field's long name on configurable forms.

Long Name Field.png

Long Name Field

  1. (Optional) Enter a brief field description including instructions or additional information in the Description field.

Description Field.png

Description Field

  1. The following fields will differ depending on the File Type selected:
    • Text:
      • Text Type:
        • Single Line: Provides a single line for a field response.
        • Multiple Line: Provides multiple lines for a field response.
        • Rich Text Format: Provides a rich text field for a field response, where formatting can be applied.
      • Minimum Characters: Enter the minimum number of characters that can be entered as a field response. If a value is entered in the Maximum Characters field the minimum character entered must be less than or equal to the Maximum Characters field value.
      • Maximum Characters: Enter the maximum number of characters that can be entered as a field response. If a value is entered in the Minimum Characters field the maximum character entered must be greater than or equal to the Minimum Characters field value.

Text Fields.png

Text

  •  
    • Numeric:
      • Minimum Characters: Enter the minimum number of characters that can be entered as a field response. If a value is entered in the Maximum Characters field the minimum character entered must be less than or equal to the Maximum Characters field value.
      • Maximum Characters: Enter the maximum number of characters that can be entered as a field response. If a value is entered in the Minimum Characters field the maximum character entered must be greater than or equal to the Minimum Characters field value.
      • Number Type: Select a number type format from the Number Type dropdown menu:
        • Number: A field that allows users to enter a numeric value.
        • Currency: A field that allows user to enter a numeric currency value.

Numeric.png

Numeric

  1.  
    • Date & Time:
      • Date & Time Format: Select a Date & Time format. Users must enter date and time information in Date & Time fields according to the format selected from the dropdown menu (e.g., DD/MM/YYYY format entering a date in the 'DD-MM-YYYY' format will be accepted. However, attempting to enter a date in the 'YYYY-MM-DD' format will result in an error.).
        • YYYY-MM-DD
        • YYYY-MM-DD HH:MM AM/PM 
        • MM/DD/YYYY 
        • Month, Day, Year
        • Month, Day, Year HH:MM AM/PM
        • DD/MM/YYYY
        • DD/MM/YYYY H:mm (24 hr)
        • DD-MM-YYYY
        • DD-MM-YYYY HH:MM AM/PM
        • DD.MM.YYYY
        • DD.MM.YYYY H:mm (24 hr)

Date & Time.png

Date & Time

  •  
    • Select List:
      • Select Type:
        • Single: A single select list allows users to select only one option from the field.
        • Multi: A multi-select list allows users to select multiple options from the field.
      • Input Type: Select the single select lists field input type, either search field or dropdown menu. The Input Type field does not appear for multi-select lists.
      • Current Options Tab: This tab will show all the current select list options. For more information, please refer to the Creating a New Select List article.
      • Add Options Tab: This tab allows the user to add options to the Current Options tab. For more information, please refer to the Creating a New Select List article.

Select List Field.png

Select List

  1.  
    • Attachment:
      • Attachment Type:
        • File only
        • Web link only
        • File and web link

Attachment Fields.png

Attachment

  1. Click the Create and Link button to add the new field to the object type.

Create and Link button.png

Create and Link Button

Adding an Existing Field to an Object Type

  1. From the Add a Field pop-up, click one or more fields in the Pick Fields to Add section.

Selected Field.png

Selected Field

  1. Click the Add Selected button to add the selected field to the object type.

Add Selected Button.png

Add Selected Button

  1. From the Admin: Edit Object Type screen, click the Field Name to edit the field.

Field Name Link.png

Field Name

  1. Click the Unlink button to remove the field from the object type.

Unlink button.png

Unlink Button

  1. Click the Done button. 

Done Button.png

Done Button

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