Entity Related Custom Fields
Entity Related Custom Fields
Within an Entity Type, an Administrator can give document-related properties to the Custom Fields. These properties only apply to the Custom Fields of that Entity Type.
- Required - Designates a Custom Field to always be populated when an '‘Entity is Added to the portal by a User.
- Search - In order to see the Custom Field in a Search Results list, this must be checked.
- Basic Search - This allows the Custom Field to be searchable using the Basic Search, located in the top right of all portal pages.
- NOTE: it is wise to only have one or two Custom Fields set with "Basic Search".
- Default Display Field - Every Entity Type must have one Custom Field as the "Default Display Field". It is a system identifier that is important when managing relationships or indexing in the database.
- Journal Entry Required - If checked, this will prompt any user adding or making a change to this field to add a new Journal entry.
- Conditionally Required Field - This causes the portal to only allow a User to make changes to that Custom Field when other conditions are met.
- One and Done Field - This allows a custom field only to be edited once by a User; then the option to edit that field is greyed out
- NOTE: Through the Admin page, a Group can be given permissions for "Undo One and Done Field" . This will allow Users of that Group to always be able to edit that Custom Field.