eCandidus™ Desktop provides you with an easy way to extend any data screen with fields that are
needed by special needs within your office. This is done via the User Extension Settings screen:
You select which data screen you want to modify using the Dataset drop down. The list of user
defined fields is shown:
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Field
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Meaning
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Label
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The label to be used for the field.
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Type
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The type of the field.
|
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Dataset
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The dataset that applies. Used for Key type fields.
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Default
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The defaukt value for the field.
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Count
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How many instances can be entered for the field.
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Choices/Cols
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The list of choices when the field is type Choice, or the column names when the type is Dataset.
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The following are the field types:
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Type
|
Meaning
|
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AutoCaps
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Capitalizes each word.
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Boolean
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True/False.
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Caps
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Forces all input to uppercase.
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Char
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A single character.
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Choice
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One value chosen form the list of values eneterd in the Choices field.
|
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Dataset
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An array of values.
|
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Date
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A date.
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DateTime
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A date and time.
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EMail
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An e-mail address.
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Float
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A floating point number.
|
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Image
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An image.
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Integer
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A whole number.
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Key
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A reference to another dataset, for example an address.
|
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Memo
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A note.
|
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Money
|
An amount.
|
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Name
|
The name of a person or company.
|
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PCT
|
A percent.
|
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Phone
|
A phone number.
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SocialSecurity
|
A Social Security number.
|
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String
|
A string.
|
|
Text
|
A large note.
|
|
Thumbnail
|
A thumbnail of an image.
|
|
Time
|
A time value.
|
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WeekdayTimeArray
|
An array allowing the selection of date/time values.
|
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ZIPCode
|
A ZIP Code.
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The following commands are available:
|
Command
|
Meaning
|
|
Adds a new field.
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Any number of fields can be added to each dataset.
Creating Screens
All of the user defined fields can be used in user defined pages for the data input screen given:
The user defined fields are shown on the left. You can have any number of pages defined.
The pages are shown after any system defined pages. For each field:
|
Field
|
Meaning
|
|
Include in page
|
Checked if the field is to be included in the page.
|
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Row
|
The row in the page.
|
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Col
|
The column in the page.
|
|
Height
|
The height of the field. Note that the height includes space for the label (if on top) and for
all the values (in multiple value fields).
|
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Width
|
The width of the field. Includes the space for the label (if on the left).
|
|
Label At
|
The location where the label is to be shown.
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Show As Grid
|
For fields with multiple values, is the field shown as a grid. The height should be larger than
1.
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And for each page:
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Field
|
Meaning
|
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Name
|
The name of the page, shown in the tab.
|
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Position
|
The relative position in the screen.
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The following commands are available:
|
Command
|
Meaning
|
|
Adds a new page.
|
|
Deletes the current page.
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Using the Fields in Merging
You can use the user defined fields in any merging operation, both Documents
and Forms. The field code is obtained just like any other field in the
system.
NOTE: Any user defined fields and screens are available to other associates when they login to the
system.
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