Article Content
| Overview |
| User Account Requirements |
| Related Information/Setup |
| Navigation |
| Editing a Numeric/Currency Field |
Overview
A Number field allows users to enter numbers into a form. The Number field can also display trending data when added to a standard form on an object type.
A Currency field allows users to enter currency values into an input text, tables, or PDF form. The Number field can also display trending data when added to a standard form on an object type.
User Account Requirements
The user account you use to log into Resolver must have Administrator permission to edit a field.
Related Information/Setup
Please refer to the following articles for further information:
Navigation
- From the Home screen, click the Administration icon.
Administration Icon
- From the Administration Settings menu, click the Admin Overview link.
Admin Overview Link
- From the Admin: Overview screen, click the Fields tile under the Data Model section.
Fields Tile
- From the Admin: Fields screen, enter a Field Name in the Search field to narrow down the search results.
Search Field
- Click on a numeric Field link.
Numeric Field Link
Editing a Numeric/Currency Field
- From the Admin: Edit Field screen, users cannot edit the Field Type field. Instead, you must create a new field.
- Enter a new field name in the Field Name field.
Field Name Field
- Click the Lock icon to unlock and edit the Unique Name field. It is strongly recommended that you do not change the unique name as its default value is used throughout the Core system and altering it may interfere with existing data.
Lock Icon
- A Confirmation screen will appear, indicating that changing the unique name can interfere with existing data as it is used throughout the system.
- Click the Unlock button to unlock and edit the Unique Name field.
Unlock Button
- Enter a new long name in the Long Name field. The Long Name field can include an alternate name, alternate spelling, or additional instructions. The Long Name can appear on configurable forms.
Long Name Field
- Enter a new description in the Description field. The Description field can be used for additional information.
Description Field
- Enter a new amount in the Minimum Characters field. If there is an amount in the Maximum Characters field, the minimum number must be less than or equal to the maximum.
Minimum Characters Field
- Enter a new amount in the Maximum Characters field. If there is an amount in the Minimum Characters field, the maximum number must be greater than or equal to the minimum.
Maximum Characters Field
- Select a Number Type from the Number Type dropdown menu:
- Number: A field that allows users to enter a numeric value.
- Currency: A field that allows users to enter a currency value.
Number Type Dropdown Menu
- If Currency is selected from the Number Type dropdown menu, the Currency dropdown menu will appear. Select a currency from the Currency dropdown menu.
Currency Dropdown Menu
- Any Object Types the field has been added to will appear in the Related Object Types section.
Related Object Types Section
- Click the Done button. Any changes to the field's settings are applied to all related object types.
Done Button