Custom Field Wizard - Field Options

In this step of the Custom Fields wizard, specify options for the aggregate or calculation field you are creating. The options available to you are based on the field type you selected in the previous step.

Each field type requires different options in this step. In some cases, you will continue on to additional wizard steps. In other cases this is the final step in creating your custom field. Click the field type name of your new field to see the procedure for specifying its options:

• Aggregate field (available for Workspace Type custom fields)

  To specify aggregate field options:

  1. From the Field Data Type list, select the type of data the field will contain.
     
     Note: The type you select determines what fields you can select for aggregation (step 6 of the wizard). For example, if you select a Date or Date Time type, you only have the option to aggregate other Date fields.
     
     Options include Currency, Date, Date Time, Decimal, and Integer.
  2. From the Calculation list, select the type of calculation the field should perform. The data type you select above determines the calculation options here.
     
     Options for data types of Currency, Decimal, and Integer are Average, Sum, Min, and Max.
     
     Options for data types of Date and Date Time are Min, and Max.
  3. Click Next Step to continue, or Previous Step to go back to the previous step.

   

• Calculation field (available for application, Workspace Type, and user profile custom fields)

  TO specify Calculation field Options:

  1. Select the kind of calculation field you are creating.
     Options are Standard, Currency, Percent, Concatenation, and Date Difference.
  2. If you are creating a Standard, Currency, or Percent calculation field:

  1. Select the number of decimal places the field should use from the Decimal Places list.
  2. Select the format the field should use for displaying negative values from the Negative Format list.
  3. If you do not want the field to use a comma (,) for a separator when it displays values greater than 999, clear the Use 1000 Separator check box.

  3. Click Next Step to continue, or Previous Step to go back to the previous step.

• Aggregate field (available for Workspace Type custom fields)

  To specify Count field options:

  1. Select the application that has items you want to count.
     
  2. Select an eligible field from the application.
     
     Eligible field types are Short Text, Numeric, Date, and Pick List.
     
     
  3. Set the conditions for the count. Available operators such as Greater Than or Contains depend on the field type selected in the previous step.
  4. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.

   

• Cross-Reference field (available for application custom fields)

  TO specify Cross-Reference field Options:

  1. From the Application Type list, select what application this field will reference.
     Options include Discussions, Documents, Issues, News, Polls, and may also include dynamic applications your organization has created.
  2. From the Field to reference list, select the application field that your cross-reference field will reference.
     Options depend on what application you selected in step 1 above.
     Note: To appear in the Field to reference list, a field must be required and be a Decimal, Percent, Currency, Text, Hyperlink, or Integer type field.
  3. If the field should always be referenced from a particular workspace, select Always map to and the workspace.
  4. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.
• Currency field (available for application, Workspace Type, and user profile custom fields)

  TO specify Currency field Options:

  1. If you want the currency field to default to a value, type that value in the Default Value box.
  2. Select the number of decimal places the field should use from the Decimal Places list.
  3. Select the format the field should use for displaying negative values from the Negative Format list.
  4. If you do not want the field to use a comma (,) for a separator when it displays values greater than 999, clear the Use 1000 Separator check box.
  5. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.
• Date field (available for application, Workspace Type, and user profile custom fields)

  TO specify Date field Options:

  1. If you want the date field to default to a date, type that date in the Default Value box.
  2. Choose the format that the field should use.
     Options are Date and Date & Time.
  3. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.
• Decimal field (available for application, Workspace Type, and user profile custom fields)

  TO specify Decimal field Options:

  1. If you want the decimal field to default to a value, type that value in the Default Value box.
  2. Select the number of decimal places the field should use from the Decimal Places list.
  3. Select the format the field should use for displaying negative values from the Negative Format list.
  4. If you do not want the field to use a comma (,) for a separator when it displays values greater than 999, clear the Use 1000 Separator check box.
  5. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.
• Integer field (available for application, Workspace Type, and user profile custom fields)

  TO specify Integer field Options:

  1. If you want the integer field to default to a value, type that value in the Default Value box.
  2. Select the format the field should use for displaying negative values from the Negative Format list.
  3. If you do not want the field to use a comma (,) for a separator when it displays values greater than 999, clear the Use 1000 Separator check box.
  4. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.
• Percent field (available for application, Workspace Type, and user profile custom fields)

  TO specify Percent field Options:

  1. If you want the percent field to default to a value, type that value in the Default Value box.
  2. Select the number of decimal places the field should use from the Decimal Places list.
  3. Select the format the field should use for displaying negative values from the Negative Format list.
  4. If you do not want the field to use a comma (,) for a separator when it displays values greater than 999, clear the Use 1000 Separator check box.
  5. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.
• Pick List field (available for application, Workspace Type, and user profile custom fields)

  TO specify Pick List field Options:

  Note: To configure a pre-defined pick list, see #6 below.

  1. Choose the type of selection the list will support. The option you choose determines how the list appears to the user.

  Note: You can change a single-select list to a multi-select list but cannot change a multi-select list to a single-select list.

  List type options are:

  1. Single-select—A single-select list requires the user to select one and only one of the options on the list.
     
  2. Drop-down Menu—The user selects an option from a drop-down list.
     Note: A list using the Drop-down Menu format automatically includes a "--" option. This option does not display when creating or editing the field and is not available for filtering custom views or reports, but it displays to a user adding or editing a record that uses the field.
     or
  3. Radio Buttons—The user selects an option by clicking a radio button for the option.

  or

  1. Multi-select—A multi-select list allows the user to select more than one option from the list. You can add a maximum of 63 options to a multi-select pick list.
     
     Multi-select options are:
  2. Check Boxes—The user selects one or more boxes corresponding to the choice(s) they want.
     or
  3. Multi-Box—The user clicks on one or more options to select them. To select multiple options, use the Ctrl key when clicking.
  2. Type the values for each list option in the text boxes, and, if applicable, choose which option you want as the default option.

  2. For a list using weighted options (see #4 below), also type a numeric value next to each option.
     Note: If the list includes weighted options, every option must include a numeric value.
  3. For a Multiple Select list, you can select zero (0), one, or multiple options as the default option(s).

  3. To add more options to the list, click Add Options.
     Option fields are added in 5-field groups. You do not have to add options for every field.
  4. To include weighted options, click On next to Weighted Options.
     Weighted options include a numeric field for each of your list options. Weighted options are useful for creating a score based on option selection.
     Note: The options do not display for the user.
  5. To sort the options, click either the down (descending) or up (ascending) arrow.
     Note: When you click an arrow, you sort existing list. The action is performed but the sort is overridden if you add another option (the list does not automatically resort based on newly added options).
  6. To use a pre-defined list rather than a custom list, select a list from the pre-defined list options. Selecting a pre-defined list removes any custom options you have entered.
     Note: Predefined lists cannot be edited, except for the US States list. The US States list includes codes for United States Districts, Territories and Possessions as defined on the US Postal Service web site.
  7. Click Finish & Save to save the pick list field.

   

• Status field (available for application, Workspace Type, and user profile custom fields)

  TO specify Status field Options:

  1. Type a name for each option in the Options boxes.
  2. Select which option will be the default option.
     To configure no default option, select None Selected.
  3. To specify a colored icon to associate with an option, click the icon list next to the option and select an icon.
     Note: Each option must have an icon, but all the icons do not have to be different for each option.
  4. To add more options to the list, click Add Options.
  5. Click Save & Finish to save the status field.
• Text field (available for application, Workspace Type, and user profile custom fields)

  TO specify Text field Options:

  1. If you want the text field to display a default, type that default in the Default Value box.
  2. Choose what kind of text field you are creating:

  • Standard—A standard text field displays text and has a maximum length of 100 characters.
  • Hyperlink—A hyperlink text field displays text as a hyperlink and supports http://, https://, mailto:, and \\ (Universal Naming Convention, or UNC) type links.
  • Long Text—A long text field displays text and has a maximum length of 3500 characters.
    Note: Long text fields cannot be used as column headers due to their potential length.
     

  3. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.
• Yes/No field (available for application, Workspace Type, and user profile custom fields)

  TO specify Yes/No field Options:

  1. Select the default value for the field from the Default Value list.
     Options are Yes and No.
  2. Choose what format the field should use:

  • Checkbox
  • Drop-down Menu
     

  3. Click Save & Finish to save your new custom field, or Previous Step to go back to the previous step.

Next: Specifying the Calculation Definition or Aggregate Options.

For help on other steps in the wizard, click the step name:

Field Name and General Options | Field Type | Field Options | Calculation Definition / Aggregate Options | Aggregate Data Sources | Aggregate Data Fields

Note: You may not go through every step. The steps you see depend on what kind of custom field you are creating. The aggregate field type is only available in custom Workspace fields.

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