Table of Contents

About Field Settings

You can apply various Field Settings in Admin to further customize the field you are applying to the form. Depending on the Field Type you are working with, you will have different Settings available to you. You can apply multiple settings where applicable.

Description of Field Settings / Field Settings by Field Type

Setting

Description

Auto Generate Only if Visible

Used to systematically assign a number only when the field is visible on the form.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
							X

Auto Generated

Used to derive a system assigned Activity Number for your Activity records
Can also be applied to any number field in order to provide systematic number
Can be set to assign numbers that are Unique by Form, Unique by Project, or Unique by Project and Form.
If this setting is applied, set behavior exists that overrides the Hidden/Disable setting applied.
- Field is disabled.
- Field is hidden when a new record is being generated.
- After record is saved, field will be visible, but no edits can be made.

Default setting for Activity Number Field is Unique by Project and Form

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
							X

Calculate If Hidden

Performs the underlying expression calculation if the field is hidden in a particular context
NOTE - This only applies to the Hidden property and does NOT apply to a field that is hidden as the result of a visualization rule

Chart Data Source

Use this setting to define the source of your chart data for a proctor curve (Chart field type)
- Data Grid = The data grid your curve data comes from
- X Coordinate Field = The grid field that contains the X coordinate (moisture)
- Y Coordinate Field = The grid field that contains the Y coordinate (density)
- Exclude Data Point Flag = Y/N field that is the flag indicating if a data point record should be excluded

The X/Y axis scale for each chart can be controlled on the individual charts for each form that is filled out. This is not a design component.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
X

Chart - Scatter Plot Data Source

Use this setting to define the source of your chart data for your scatter plot chart
- Data Grid = The grid that contains your X/Y coordinate fields
- X Coordinate Field = The grid field that contains the X coordinate
- Y Coordinate Field = The grid field that contains the Y coordinate
- Color = The color of the plot point and trendline for a given data series
- Trendline Pattern = The pattern of the trendline (solid or dashed)
- Legend Label = The label used in the legend to identify the data series
- Exclude Data Point Flag = Y/N field that is the flag indicating if a data point record should be excluded

Multiple data series can be included on one chart if additional Data Source settings are added to the Chart - Scatter Plot field settings.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Chart - Scatter Plot Legend Position

Determines the position of the data series legend - below the chart or to the right of the chart

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Chart - Scatter Plot Logarithmic Scale

If set to TRUE, the X scale will display in a logarithmic scale (assume a base of 10)

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Chart - Scatter Plot Scale Labels

Places an X and / or Y axis label on the chart
- X Scale Label = The X axis text label
- Y Scale Label = The Y axis text label

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Chart - Scatter Plot Sieve References

Places sieve size labels across the top of a chart
Includes a dashed blue line in the chart plot area as a reference point to the related sieve size
Data points do NOT need to exist for a given sieve size reference label to be used

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Chart - Scatter Plot Specification Fields

Use this setting to define the source of your material specification data / ranges
- Data Grid = The grid that contains your material specification values (usually the same as your data source grid)
- Low Spec Field = The grid field that contains the low specification value
- High Spec Field = The grid field that contains the high specification value

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Chart - Scatter Plot Title

Title for the chart

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Chart - Scatter Plot Reverse X Axis

If set to true the X axis will be reversed - descending order

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Chart - Scatter Plot Trendline Type

Trendline Type for the scatter plot chart
- Linear = A linear trendline
- Logarithmic = A logarithmic trendline
- Polynomial = A polynomial trendline that can be defined to the 2nd, 3rd or 4th order
- Smooth = A smooth trendline connecting plot points
- Straight = A straight line connection between two data points
- None = No line displayed between data points

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
					X

Clear Upon Copy

Clears the field upon copying an existing form record into a new form record
Default behavior for all fields is to copy when the Copy Activity feature is used

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X	X	X	X	X	X	X	X	X	X	X	X	X

Column Width

Used in conjunction with the 'Display As Table' setting that can be applied to data grids.
Sets a size in pixels for the width of a column in a data table. Can be used for easier data entry on fields that tend to be longer in character length.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
				X					X		X

Data Source

Used to source values from elsewhere in the system. Examples include:
- Activity Forms
- Activity Groups
- Locations
- Activity Log / Activity Log Sub Category / Text Library
- Certifications
- Technicians
- Lab Technicians
- Work Breakdown Structure / Work Breakdown Structures Level 1 - References the WBS tab stored in Admin under General (to duplicate WBS functionality in other areas it is recommended that you copy the existing WBS fields on one of the template forms)
- Soil Classifications
- Custom data sources defined in the Data Sources module - General - Data Sources
- ...and many more

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
						X		X	X

Date Field Association

Used to tie a time field to a date field so that time can be adjusted based on daylight savings

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
												X

Decimal Places

Allows you to set the maximum number of decimal places that can be entered
Field Types Eligible for this Setting
Chart Data Grid Date File Upload
Lat / Long
Chart - Scatter Plot Multiple Choice Number Pick List Text Area Section Text Box Time Yes / No

X

Default Text

Allows you to set text that will be default upon data entry
As part of the text, you can also set Placeholder values that a user can easily replace
Color formatting can be applied to the text as well

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
									X		X

Default Record Values

Only can be applied to certain fields contained inside a Data Grid
Can be used to force display of a predetermined value

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
									X		X

Default Replace All Placeholders

Allows you to make the Replace All Placeholder checkbox checked by default
Can be set separately for either the QC or Field modules

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
									X

Default Value

Allows you to set a default value upon new form record creation
Can be based on static values or dynamic values that reference pre-defined areas
As long as the field is allowed for editing, the default value can be overridden during data entry
- Current User - Defaults the logged in user's name
- Now - Defaults current system time
- Today - Defaults current system date

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
		X					X	X			X	X	X

Any option added in the "Value" field will be ignored.

Disabled

Use this to make a field non-editable
Can select which sections of MetaField this should be applied to
Field Types Eligible for this Setting
Chart Data Grid Date File Upload Lat / Long Chart - Scatter Plot Multiple Choice Number Pick List Text Area Section Text Box Time Yes / No

X X X X
X X X X X X X X

Disabled After Save

Prevents all edits of the field after the record is saved for the first time.
Reserved for instances where a value must remain unchanged after initial entry. Field can't be modified in Field, LIMS, or QC after record is saved for the 1st time.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
		X				X	X	X	X		X	X	X

Discrepancy Indicator

Used to identify if a discrepancy is included in an Activity, regardless of status.
Used by the system for discrepancy management and reporting.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
													X

Discrepancy Status Close Indicator

Used to identify option value(s) that signify that a discrepancy is "Closed" and has been resolved.
When one of these values are selected in Field on an Activity, the system will recognize the item as a closed discrepancy for Dashboard and Reporting purposes.
Note that it is possible to have several discrepancy statuses on a single Activity record if the Form is configured accordingly.
Can only be used once for a field

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
								X

Discrepancy Status Open Indicator

Used to identify option values(s) that signify that a discrepancy is "Open" and has not yet been resolved.
When one of these values are selected in Field on an Activity, the system will recognize the item as an open discrepancy for Dashboard and Reporting purposes.
Note that it is possible to have several discrepancy statuses on a single Activity record if the Form is configured accordingly.
Can only be used once for a field

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
								X

Display As Check Box

When applied, the field will be have as a Check Box rather than a Yes/No Field Type

Display as Popup

When applied, the field will behave as a popup and user can make their selections and close the popup
Useful on longer forms
Allows for type ahead functionality to narrow the list choices to those containing the string provided

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
						X		X

Display As Table

Displays Data Grids in tabular format in Quality Control and LIMS

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X

Helper Text

Allows additional Text to display next to the field label for Field and QC users (to also display on the report, apply the Show Helper Text on Reports setting)
Used for additional instruction on what to enter in the field

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X	X	X	X		X	X	X	X	X	X	X	X

Hidden

Use this to hide a field from a particular area of MetaField
If field contains or is used in a calculation, the calculation will not process if the field is hidden

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X	X	X	X		X	X	X	X	X	X	X	X

Hide Add / Delete Record Button

Use this to hide the Add and Delete buttons from the UI

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X

Hide Record Identifier Field Label

Use this setting when you want to hide the field label from the data grid record identifier added to the data grid record header
Applying this setting conserves horizontal space (text) displayed on the record header

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X

Include Inactive Records

Use this setting when you want to include inactive records in a picklist

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
								X

Hide Record Number

Allows you to hide the Record Numbers for each Data Grid Instance
Can only be used if Record Identifier was previously set
Field Types Eligible for this Setting
Chart Data Grid Date File Upload
Lat / Long
Chart - Scatter Plot Multiple Choice Number Pick List Text Area Section Text Box Time Yes / No

X

Hide Rich Text Editing Controls

Hides the text formatting toolbar
Text is still saved in Rich Text format

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
									X

Increment Value

Adds a validation rule to a number field. The field will be flagged if the value entered by a user is not a multiple of the selected increment value.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
							X

Max Length

Enter the maximum number of characters that this field should allow

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
									X		X

Maximum Number of Grid Records

Allows you to set the maximum number of records that can be added for Data Grids
Enter a whole number greater than 0

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X

Option

Used to add values that will be presented to the user for selection when adding an Activity Record
You will need to add a separate Option setting for each selection choice you want presented
This Field setting can be set on the main Add / Edit field screen

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
						X		X

Parameter

Used when working with a Text Library to distinguish which office the Text Library should be exposed to
Used with Supplier / Plant / Mix Design pick lists to limit the list of values to a particular Material

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
								X

Parent System Name

Used when looking to another field to determine the value choices for current field (e.g., see Activity Log configuration where the Sub Category options are based on the Category selection).

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
								X	X

Priority

This setting controls the visibility of columns on smaller screens in a configurable data grid. Setting a Priority value of 1 means the field on the data grid will always show, Priority 2 would hide the field on the data grid would be hidden on smaller screens.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
		X					X	X			X		X

Record Identifier

Used for Data Grid fields only
Allows you to select certain fields contained in the data grid
File types that available for selection are Date, Multiple Choice, Number, Picklist, Text Area, Text Box, Time and Yes / No.

When populated in Field or QC, selected fields will display on the blue bar

Example

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X

Related Form Indicator

Use this setting when you have an additional Form that is required based on input on another From.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
						X		X					X

All options within the picklist or multiple choice field CAN NOT include commas.

Related Test Value

Defaults the value of a field to a value of a mapped field stored on a related test form
Related test forms must be part of the same sample
Source field value you are looking up must be at the root level of the test form

Scientific Notation

Displays a decimal number in scientific notation format
Can only be applied to a Text Box field
Value can't be used in further calculations - this is a display format only

Sortable

If the field is selected to appear in the search results for a module, such as QC, then the user can click the column header to sort by this field.
The search results are controlled by the Search / Results Display pages in Admin → QC/LIMS/Safety.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
		X					X	X			X		X

Trim Trailing Zeros

Trims trailing zeros from a number (i.e. 2.45800 turns into 2.458)
Field Types Eligible for this Setting
Chart Data Grid Date File Upload Lat / Long Chart - Scatter Plot Multiple Choice Number Pick List Text Area Section Text Box Time Yes / No

X

X

Tab Direction

Controls the tab order direction for data grids displayed in tabular format
Can be assigned left to right, or right to left

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
	X

Validation Message

Only applies to fields that have Validation Logic set.
Will cause a validation message to appear onscreen if the validation expression is true.

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
		X	X	X		X	X	X	X		X	X	X

Width

Can be applied to prompt users to input a number of a specified number of digits long.
Good idea to combine with helper text or a validation message.
If a user puts in number longer than the set width a prompt will appear: "Number must be a positive or negative integer."
- Example Width = 100
  - User Input = 999 Valid
  - User Input = 12345 Not Valid

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
		X					X

Zero Air Voids Curve

Use this setting to define the field mapping to the Specific Gravity field
When this field (Specific Gravity) is supplied, this acts as the trigger to display the zero air voids curve on a proctor curve chart (Chart field type)

Field Types Eligible for this Setting

Chart	Data Grid	Date	File Upload	Lat / Long	Chart - Scatter Plot	Multiple Choice	Number	Pick List	Text Area	Section	Text Box	Time	Yes / No
X

Default Text / Placeholder Variables

Text Areas fields can store a default block of text that will display when entering an Activity record. This default text is often helpful in helping to maintain some overall language consistency when performing activities.

Default text can also contain a placeholder variable. When entering an activity from Field or Quality Control, placeholder variables are presented to the user as a value that needs to be replaced. Text with double crooked brackets around it will be treated as a placeholder variable (i.e., placing text between {{ }} will result is a placeholder variable).

Reorder Multiple Choice and Picklist Options

Multiple Choice or Picklist field options will display to users during data entry in alphabetical order by default. You can choose to display the options in a different order by selecting Use Custom Option Order. Then click Reorder Options, and a popup will appear allowing you to click and drag your options into your desired order. This function will only appear when you have entered two or more options on a field.

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