Attention, this is the published version. You can find the working version in the working space.
How to Predefine Custom Fields
- Intact Publisher
Ξ Create a New Custom Fields Set
| Column | Type | Description |
|---|---|---|
| New | Button | Create new custom fields set |
| Edit | Button | Edit selected custom fields set |
| Delete | Button | Delete selected custom fields set |
| Copy | Button | Copy a selected custom fields set after selecting a category |
| Name | Text | Search by name of a custom fields set |
| Category | Listfield | Search by category of a custom fields set |
| Search | Button | Button to search by the entered criteria |
| Category | Column | Category of the custom fields set, e.g. Product, Service, Site,... |
| Name | Column | Name of the custom fields set |
| Description | Column | Description of the custom fields set |
| Sequence | Number | You can define the sequence of custom fields manually:
|
Ξ Define the Type of the Custom Fields Set
When creating a new dataset you have to define the type, i.e. for which area this dataset should be available later.
Data can be collected for different topics. The selected type triggers the location of the new form in the Intact Platform:
- Crop: the new form is automatically available on crop view level to collect crop specific data of one auditee
- Feedback form: collect data per feedback form in the auditee portal
- Livestock: the new form is automatically available on livestock level to collect livestock specific data of one auditee
- Product: the new form can be assigned to different processes or products in product master data to collect process or product specific data of one auditee
- Service: the new form can be assigned to different services in the service administration to collect service specific data of one auditee
- Site: the new form is automatically available on site level to collect site specific data of one auditee
Ξ Define the Custom Fields Set
The forms can now be built in this area in which numerous different objects are available for use.
Types of Controls and Their Properties
| Control | URL | Field width | Control name | Label | Min length | Max length | Required | Field height | Items | Show empty value | Allows add rows | Count rows | Columns | Render type | Group Separator | Decimal places | Unit text | Min. value | Max. value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Label | x | x | x | ||||||||||||||||
| Text box | x | x | x | x | x | ||||||||||||||
| Text area | x | x | x | x | x | x | |||||||||||||
| Checkboxes | x | x | x | ||||||||||||||||
| Drop down | x | x | x | x | x | x | |||||||||||||
| Multi drop down | x | x | x | x | x | ||||||||||||||
| Matrix | x | x | x | x | x | x | x | ||||||||||||
| Numeric | x | x | x | x | x | x | x | x | x | ||||||||||
| Date | x | x | x | x | |||||||||||||||
| Time | x | x | x | x | |||||||||||||||
| Line | x | x | x | ||||||||||||||||
| Line break | x | x | x | ||||||||||||||||
| Spacer | x | x | x | ||||||||||||||||
| Hyperlink | x | x | x | x |
Description of Properties
| Properties | Description |
|---|---|
| Field width | Width of the entry field. This value can't be changed for Lines or Line breaks Values:
|
| Control Name | Name of the control |
| Label | Field name shown on the form |
| Min. length | Defines the minimum number of characters which need to be entered. A warning messages informs the user |
| Max. length | Defines the maximum number of characters which need to be entered. A warning message informs the user |
| Required | Defines whether the field needs to be filled in or not Values:
|
| Field hight | Defines the hight of a text area. Values:
|
| Items | Used to fill drop down fields. Click on the context menu next to Collection to open a form to create a list of drop down entries. For each single drop down entry the Name and a Code can be defined |
| Show empty value | Sets --- as default value in drop down fields Values:
|
| Allows add row | Defines whether a new row can be added in the table or not Values:
|
| Count rows | Defines, how many rows shall be created in the table automatically |
| Columns | Used to define columns of one table. Values:
|
| Render type | Used to define how to show data Values:
|
| Group separator | Defines, whether a number shall be shown with a separator or not Values:
|
| Decimal places | Defines the number of decimal places in the field |
| Unit text | Shows the defined unit directly in the field |
| Min. value | Defines the minimum value of the field |
| Max. value | Defines the maximum value of the field |
Ξ Translate Controls
Each single custom fields set can be translated into multiple languages. The desired languages can be defined by an admin.