Configuring Your Dataform Datatypes

TypeName	Explanation of Datatype
Calendar Event Selector	Select any non-recurring calendar event to which the user account has access and create a link within the dataform to this calendar event.
Checkbox	True/False (bit). Presents the user with a check box (option). Defaults to unchecked (cleared).
Contact Type Ahead	Filters the related Org Category list to narrow the list of Contacts. If this parameter is not set, control returns a complete set of Active Contacts. Note: You can filter contact types by using the Contact Category filter option in the Contact Settings field set when you add or edit a field on a dataform. Add lookups using the CRMContactCategory lookup group to create multiple values to filter on.
Date	Date. The user can enter a date or select a date by clicking the calendar icon to the right of the field. Only valid dates are accepted as an entry into this field. Codes can be used as a shortcut to populate the date field. Typing “2d” into a date field adds two days to the current date. “-2w” subtracts two weeks from the current date and so on. The valid codes are d=day, w=week, m=month, y=year.
Date Time	Displays the full date and time in one field. Note the following regarding Date Time field data entry: If the user does not set a time in a Date Time field, the time defaults to 00:00:00 unless the Default to Current Date and Time setting in dataform field configuration has been set (which will result in the current date and time being auto-filled in the field.) Date Time fields accept date/time shortcuts. The valid codes are t = today, mm = minute, h = hour, d = day, w = week, m = month, and y = year. Examples: t (current date/time),1w (plus 1 week), 3d (plus 3 days), -1d (minus 1 day), -1h (minus one hour), or 15mm (plus 15 minutes). If the user enters t (today), the computer's system date and time are used to populate the field with the current date and time.
Decimal	Accepts a decimal number with the precision as defined in the mask. If the user enters a number with higher precision (more digits to the right of the decimal point), than the mask allows, the number is rounded to the proper precision.
Editor	Rich text control. Similar to a text area, but with formatting.
Email	Text field. Checks for a valid format of the email address.
Field Set	Fieldsets are not data entry fields, and no corresponding SQL Server field is created when a new fieldset data type is created. Fieldsets act as an organization container for other fields. The use of fieldsets typically makes the layout and organization of a data form significantly better.
File Upload Manager - Database	Enables file attachment. Files are stored in the database. Multiple instances of the same file are stored as one file with multiple linking records.
Image	Attach an image file.
Integer	Consists of the natural numbers (1, 2, 3), zero (0), and the opposites of the natural numbers (−1, −2, −3). If no minimum or maximum is specified in the field properties, the user can enter a number up to 2.146 billion.
Link	Text field with hyperlink control attached. CAUTION: The hyperlink control always attaches the HTTP protocol before a URL is stored in this field and can result in protocol doubling up.
Location Sync	Creates a list that contains all the locations for a given workspace. Upon selection from the list, it pre-fills other address fields on the form. Only works on the Location form
Log	Wide text area . Enables the user to enter standard text in paragraph form. When the entry is saved, the user that entered the text and the date/time of entry is recorded with the entry stored at the top of the field (above all previously entered text).
Lookup (core)	The list is populated from the specified lookup. See Configuring lookups.
Lookup - Multiple (core)	Text box (500 characters) stores multiple selections as text strings separated by !.!. See Configuring lookups.
Money	Decimal (14,2). You can enter a value of up to 10 billion dollars. The mask is set by the system to allow for a decimal scale of two with automatic rounding to two places. Minimum/maximum property settings can control the data entry as needed. The input is automatically formatted with dollar signs and decimal scale of two places.
Org Contact	List of contacts for the Org attached to the workspace. Note: You can filter contact types by using the Contact Category filter option in the Contact Settings field set when you add or edit a field on a dataform. Add lookups using the CRMContactCategory lookup group to create multiple values to filter on.
Org Contact (Field Related)	List of contacts for an Org referenced in an Organization field on the dataform. Note: You can filter contact types by using the Contact Category filter option in the Contact Settings field set when you add or edit a field on a dataform. Add lookups using the CRMContactCategory lookup group to create multiple values to filter on.
Org Type Ahead	Typeahead field that performs autocomplete foreign key to Organization record. Note: You can filter organizations by the Category field when configuring this datatype. You filter for organizations with an active Client Master by using the ActiveClientMaster filter on this datatype. This is done from Advanced Settings on the field properties. Access the Advanced Settings by going to System Admin > Advanced > Dataform Admin, select the dataform and then double-click the field to access field properties. Click Advanced Settings and set ActiveClientMaster to 1 to enable the filter. Setting the property to 0 removes the filter. Note: When configuring Advanced Settings, be careful of syntax: Properties should contain no spaces and be closed in quotation marks. Multiple properties should by separated by a comma (no spaces). The entire string should begin with a left curly brace { and end with a right curly brace }.
Parent Form	Integer field contains custom logic to tie it to a parent dataform. For more information see Configuring parent form datatypes.
Percent	Decimal (14,2). Formatted as a percent.
Phone	Text formatted as phone number ### - ### - ####
Phone (No Formatting is Saved)	Text field. Accepts phone numbers but does not save them as formatted.
Project User	List of active users for the workspace the form resides on
Project User Type Ahead	Typeahead list of users associated with the workspace in which you are currently working.
Report Selector	Provides a list of available reports.
Role Selector	Selects a Role from the Role administration.
Role Selector Type Ahead	Text box. Uses typeahead functionality to select available roles.
SSN	Text formatted as a SSN ### - ## - ####
Text	Standard text input field accepts alphanumeric and special characters. Limited to 500 characters unless a smaller number is entered into the max length property.
Text-Wide	Wide text area. Takes two columns on form.
TextArea	Wide text area. Expands to large note area for editing. Identical to the text entry field but the field spans two columns and 3 rows to accommodate longer text entry.
Time - Military	Text field formatted to accept military time, such as 21:40.
Time - Standard	Text field formatted to accept standard time (9:40pm).
User	Integer. List of all active users in ClientSpace. The primary key of the user record is stored in the integer field.
UserByEntityTypeAhead	Typeahead List of users filtered by Security Entity (Entity configured in the Advanced Settings property of the dataform field).
User by Role Type Ahead	Typeahead list of users filtered by role entered in the Advanced Settings property of the dataform field.
User Filtered By Entity	List of users filtered by Security Entity (Entity configured in the Advanced Settings property of the dataform field).
User Filtered By Entity Type Ahead	Text box. Uses typeahead functionality to select available users filtered by a security entity.
User Filtered By Role	List of users filtered by associated RoleID entered in the Advanced Settings property of the dataform field.
User Multiple Select	Allows for the selection of multiple users from a pop-up.
User Project	A list of the projects the user has access to.
User Type Ahead	Typeahead list of users.
WC Policy	List of Workers' Comp Policies. Use the Advanced Settings property to filter the list of policies. For example, enter {"CompModel":"Master","ExcludePolicyStatus":"Expired"} to display policies with a Master policy type and to exclude expired policies.
Zip Code	Text. Formatted as a zip code. Zip code fields also can use custom logic to set associated fields on the dataform. For more information, see Configuring the Zip Code datatype.

Calendar Event Selector

Select any non-recurring calendar event to which the user account has access and create a link within the dataform to this calendar event.

Checkbox

True/False (bit). Presents the user with a check box (option). Defaults to unchecked (cleared).

Contact Type Ahead

Filters the related Org Category list to narrow the list of Contacts. If this parameter is not set, control returns a complete set of Active Contacts.

Note: You can filter contact types by using the Contact Category filter option in the Contact Settings field set when you add or edit a field on a dataform. Add lookups using the CRMContactCategory lookup group to create multiple values to filter on.

Date

Date. The user can enter a date or select a date by clicking the calendar icon to the right of the field. Only valid dates are accepted as an entry into this field. Codes can be used as a shortcut to populate the date field. Typing “2d” into a date field adds two days to the current date. “-2w” subtracts two weeks from the current date and so on. The valid codes are d=day, w=week, m=month, y=year.

Date Time

Displays the full date and time in one field.

Note the following regarding Date Time field data entry:

If the user does not set a time in a Date Time field, the time defaults to 00:00:00 unless the Default to Current Date and Time setting in dataform field configuration has been set (which will result in the current date and time being auto-filled in the field.)
Date Time fields accept date/time shortcuts. The valid codes are t = today, mm = minute, h = hour, d = day, w = week, m = month, and y = year. Examples: t (current date/time),1w (plus 1 week), 3d (plus 3 days), -1d (minus 1 day), -1h (minus one hour), or 15mm (plus 15 minutes).
If the user enters t (today), the computer's system date and time are used to populate the field with the current date and time.

Decimal

Accepts a decimal number with the precision as defined in the mask. If the user enters a number with higher precision (more digits to the right of the decimal point), than the mask allows, the number is rounded to the proper precision.

Editor

Rich text control. Similar to a text area, but with formatting.

Email

Text field. Checks for a valid format of the email address.

Field Set

Fieldsets are not data entry fields, and no corresponding SQL Server field is created when a new fieldset data type is created. Fieldsets act as an organization container for other fields. The use of fieldsets typically makes the layout and organization of a data form significantly better.

File Upload Manager - Database

Enables file attachment. Files are stored in the database. Multiple instances of the same file are stored as one file with multiple linking records.

Image

Attach an image file.

Integer

Consists of the natural numbers (1, 2, 3), zero (0), and the opposites of the natural numbers (−1, −2, −3). If no minimum or maximum is specified in the field properties, the user can enter a number up to 2.146 billion.

Link

Text field with hyperlink control attached. CAUTION: The hyperlink control always attaches the HTTP protocol before a URL is stored in this field and can result in protocol doubling up.

Location Sync

Creates a list that contains all the locations for a given workspace. Upon selection from the list, it pre-fills other address fields on the form. Only works on the Location form

Log

Wide text area . Enables the user to enter standard text in paragraph form. When the entry is saved, the user that entered the text and the date/time of entry is recorded with the entry stored at the top of the field (above all previously entered text).

Lookup (core)

The list is populated from the specified lookup. See Configuring lookups.

Lookup - Multiple (core)

Text box (500 characters) stores multiple selections as text strings separated by !.!. See Configuring lookups.

Money

Decimal (14,2). You can enter a value of up to 10 billion dollars. The mask is set by the system to allow for a decimal scale of two with automatic rounding to two places. Minimum/maximum property settings can control the data entry as needed. The input is automatically formatted with dollar signs and decimal scale of two places.

Org Contact

List of contacts for the Org attached to the workspace.

Note: You can filter contact types by using the Contact Category filter option in the Contact Settings field set when you add or edit a field on a dataform. Add lookups using the CRMContactCategory lookup group to create multiple values to filter on.

Org Contact (Field Related)

List of contacts for an Org referenced in an Organization field on the dataform.

Note: You can filter contact types by using the Contact Category filter option in the Contact Settings field set when you add or edit a field on a dataform. Add lookups using the CRMContactCategory lookup group to create multiple values to filter on.

Org Type Ahead

Typeahead field that performs autocomplete foreign key to Organization record. Note: You can filter organizations by the Category field when configuring this datatype. You filter for organizations with an active Client Master by using the ActiveClientMaster filter on this datatype. This is done from Advanced Settings on the field properties.

Access the Advanced Settings by going to System Admin > Advanced > Dataform Admin, select the dataform and then double-click the field to access field properties. Click Advanced Settings and set ActiveClientMaster to 1 to enable the filter. Setting the property to 0 removes the filter.

Note: When configuring Advanced Settings, be careful of syntax:

Properties should contain no spaces and be closed in quotation marks.
Multiple properties should by separated by a comma (no spaces).
The entire string should begin with a left curly brace { and end with a right curly brace }.

Parent Form

Integer field contains custom logic to tie it to a parent dataform. For more information see Configuring parent form datatypes.

Percent

Decimal (14,2). Formatted as a percent.

Phone

Text formatted as phone number ### - ### - ####

Phone (No Formatting is Saved)

Text field. Accepts phone numbers but does not save them as formatted.

Project User

List of active users for the workspace the form resides on

Project User Type Ahead

Typeahead list of users associated with the workspace in which you are currently working.

Report Selector

Provides a list of available reports.

Role Selector

Selects a Role from the Role administration.

Role Selector Type Ahead

Text box. Uses typeahead functionality to select available roles.

SSN

Text formatted as a SSN ### - ## - ####

Text

Standard text input field accepts alphanumeric and special characters. Limited to 500 characters unless a smaller number is entered into the max length property.

Text-Wide

Wide text area. Takes two columns on form.

TextArea

Wide text area. Expands to large note area for editing. Identical to the text entry field but the field spans two columns and 3 rows to accommodate longer text entry.

Time - Military

Text field formatted to accept military time, such as 21:40.

Time - Standard

Text field formatted to accept standard time (9:40pm).

User

Integer. List of all active users in ClientSpace. The primary key of the user record is stored in the integer field.

UserByEntityTypeAhead

Typeahead List of users filtered by Security Entity (Entity configured in the Advanced Settings property of the dataform field).

User by Role Type Ahead

Typeahead list of users filtered by role entered in the Advanced Settings property of the dataform field.

User Filtered By Entity

List of users filtered by Security Entity (Entity configured in the Advanced Settings property of the dataform field).

User Filtered By Entity Type Ahead

Text box. Uses typeahead functionality to select available users filtered by a security entity.

User Filtered By Role

List of users filtered by associated RoleID entered in the Advanced Settings property of the dataform field.

User Multiple Select

Allows for the selection of multiple users from a pop-up.

User Project

A list of the projects the user has access to.

User Type Ahead

Typeahead list of users.

WC Policy

List of Workers' Comp Policies. Use the Advanced Settings property to filter the list of policies. For example, enter {"CompModel":"Master","ExcludePolicyStatus":"Expired"} to display policies with a Master policy type and to exclude expired policies.

Zip Code

Text. Formatted as a zip code. Zip code fields also can use custom logic to set associated fields on the dataform. For more information, see Configuring the Zip Code datatype.