Help Document
Custom Entity Fields Overview

    CUSTOM ENTITY FIELDS OVERVIEW

    When managing your Entities, you have the ability to create and edit custom fields.

    The Custom Fields you can create are:

    Custom Field NameDescription
    Auto NumberA system-generated sequence number that uses a display format you define. The number is automatically incremented for each new record.
    FormulaA read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change.
    Rollup SummaryA read-only field that displays the sum, minimum, or maximum value of a field in a related list or the record count of all records listed in a related list.
    LookupCreates a relationship that links this entity to another entity. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list.
    Master DetailCreates a special type of parent-child relationship between this entity (the child, or "detail") and another entity (the parent, or "master").
    CheckboxAllows users to select a True (checked) or False (unchecked) value.
    CurrencyAllows users to enter a dollar or other currency amount and automatically formats the field as a currency amount.
    DateAllows users to enter a date or pick a date from a popup calendar.
    DateTimeAllows users to enter a date and time, or pick a date from a popup calendar. When users click a date in the popup, that date and the current time are entered into the Date/Time field.
    EmailAllows users to enter an email address, which is validated to ensure proper format. If this field is specified for a contact or lead, users can choose the address when clicking Send an Email. Note that custom email addresses cannot be used for mass emails.
    Global PicklistAllows users to select a value from a pre-defined global list of values.
    Multi-Select PicklistAllows users to select multiple values from a list you define.
    NumberAllows users to enter any number. Leading zeros are removed.
    PasswordMasked text field
    PercentAllows users to enter a percentage number, for example, '10' and automatically adds the percent sign to the number.
    PhoneAllows users to enter any phone number. Automatically formats it as a phone number.
    PicklistAllows users to select a value from a list you define.
    TextAllows users to enter any combination of letters and numbers.
    TextAreaAllows users to enter up to 65000 characters on separate lines.
    TimeAllows users to select a time span value without its date portion.
    URL
    Allows users to enter any valid website address. When users click on the field, the URL will open in a separate browser window.

    Configuring Magentrix Entity Formula Fields >>