Edit Smart Form Element – Data Type Tab

The Data Type Tab allows you to control specific characteristics about the element including how the property will be saved when a Smart Form is created, validating value ranges and calculating field values.

Data Type

String – Data type used for most alphanumeric properties. (e.g. – INV123, Steve Johnson)

Date – Data type used only for date values. (e.g. – 09/12/2011)

Number – Data type used for numbers and floating point values. (123, 500.25, 2,545.62)

Decimal Places – Select the number of decimal places used for your number.

Value must be  – Used for choosing specific comparison operators (Can be: Between | Greater  Than | Less Than)

Value(s) – Allows you to type in actual value(s) used once specifying comparison operator.

Field(s) – Allows you to choose property field data/range to represent the comparison value.

Calculated Field – Check box used to enable a custom numerical calculation based on one or many other fields.

Calculated from fields – Click 'Configure…' button to launch Calculated Field window.

Calculated fields are limited to those in their own sections. For example, you cannot calculate a field in the header section with another field from the details section.

Sum of – A calculation used to sum specific fields in a column.  Use the drop-down menu to select which field should be summed.

Boolean – Data type used for True or False values.

None (label only) – Data type used to place a label (without a field) on the Smart Form.

Save data in generic locale format (for Date and Number data types only) – If checked, this saves the data type in a non-locale specific format. (e.g. – date of 25/02/2011 could become 02/25/2011)  If unchecked,  the same locale format as what is used for the machine’s locale will be used. (e.g. – date: 25/02/2011, number: 2,00)


Edit Smart Form Element - Layout Tab

Edit Smart Form Element - Appearance Tab

Edit Smart Form Element - Mapping Tab

Edit Smart Form Element - Behavior Tab

Edit Smart Form Element - Lookup Tab

Edit Smart Form Element - Defaults Tab


Configure doc-link Smart Form - Header Tab

Configure doc-link Smart Form - Detail Tab

Configure doc-link Smart Form - Totals Tab

Configure doc-link Smart Form - Footer Tab