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When creating or extending Record Types, you are provided the option to add new Record Fields. These record fields are what users will have the option to populate when creating new Records in XTAM.

XTAM Record Type Field Options

The following is a list of available options when creating or modifying Record Type Fields.

Field Type: Defines the type of value that can be entered into this field. Click here for additional information.

Name: This will be the internal name of the field (no spaces allowed). It must be unique and it’s recommended to use an alphanumeric string.

Display Name: This will be the name of the field that user’s will see in the Record. It’s recommended to keep it short, but descriptive.

Secured: Checking this box will make this field secured. XTAM will conceal the value entered into the field and require Record Control: Unlock or higher for the user to see it. A common example for using a secured field is for Passwords.

Indexed: Checking this box will make this field’s value searchable. Any user with at least Record Control: Viewer or higher will be able to use the XTAM search bar to locate this record using this value in their search query.

To maintain the security around secured values, Secured fields will not be indexed.

Order: Defines the ordering of how fields appear in the Record view. Fields with a lower order appear before fields with a higher order.

Helper: The Helper value can be used to display descriptive text into the field to provide assistance to the user as to which value is expected in this field. It is similar to a tooltip, but it appears directly in the field.


 

Field Types

  • Checkbox
    • Used to provide a checkbox boolean option.
      • The default state will be unchecked.
      • XTAM Field Type Checkbox

     

  • Choice
    • Used to provide an option that is presented with multiple choices in a dropdown menu.
      • Choice options should be entered as a single line separated with a comma.
      • XTAM Field Type Choice

     

  • Date
    • Used to provide an option that is presented with multiple choices in a dropdown menu.
      • This will generate a date selector that also provides an option for time, displayed as hours and minutes.
      • XTAM Field Type Date

     

  • File
    • Used to provide an option where a user can upload and attach a file to the record.
    • XTAM Field Type File

     

  • Number
    • Used to provide an option where a user is limited to entering only numeric values. Supports up to 9 values.
    • XTAM Field Type Number

     

  • String
    • Used to provide an option where a user can enter a single line of text.
    • XTAM Field Type String

     

  • Text
    • Used to provide an option where a user can enter multiple lines of text.
    • XTAM Field Type Text

     
     

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