Custom Field Input Types

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When you are creating a (custom) Field for your database, you have a few choices for the Input Type.

Outlined below, is a brief description of each available type of field which you can create, and an example as to how that type of field appears when you are coding. 

 


Date

Pick a date using a drop-down calendar.  Since the dates are not added until the time of coding, you don't need to add any values.  

Field_input_date.png

 


Freeform

Enter any text you choose into a blank. Since it's freeform, you don't need to add any values.  

Field_input_freeform.png

 


List

A list of values to choose from, plus an "Add New" option for when your value is not (yet) in the list.  

Field_input_list.png

 


Locked List

A list of values without an "Add New" option.  

Field_input_locked_list.png

 


Paragraph

Freeform field that expands to display longer inputs (e.g. Attorney Notes or Document Summary). Since it's freeform, you don't need to add any values.  

Field_input_paragraph.png

 


Picklist

A list of values to choose from, allowing a user to select more than one applicable value. Type in a value, then click Add. Click the  to delete a value. Click Done/Close when you are finished.

Field_input_picklist.png

WHEN UPDATING A PICKLIST: Be considerate of any potential Bulk Actions you will need/want to make, as Bulk Actions for Picklist type fields will overwrite any existing selections for that field.

For example, if you were to select a series of documents tagged with the Gable Enterprises and Smith Industries values of an "Contract" picklist type field, and then make a Bulk Action to mark all documents with the Contract "Zephyr Unlimited" value, all selected documents would then only be tagged with the Zephyr Unlimited value.

 


Single Checkbox

Set a single value (e.g. Hot Doc).

Field_input_single_checkbox.png

 

 

 

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