Group, employees or contact: Difference between revisions
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|description=Group, employees or contact field type | |description=Group, employees or contact field type | ||
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Fields of this type store information about a group of employees, a specific employee, or a contact. You can create a '''Group, Employee, or Contact''' field as a custom field, a directory field, or | Fields of this type store information about a group of employees, a specific employee, or a contact. You can create a '''Group, Employee, or Contact''' field as a [[Custom fields|custom field]], a [[Directories|directory field]], or as a [[Data Tags|data tag]] field. | ||
Example of a '''Group, Employee, or Contact'''field type: | Example of a '''Group, Employee, or Contact''' field type: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/cE/VgKW7o.jpg | ||
==Parameters for | ==Parameters for this type of field in directories:== | ||
*'''Mandatory field''' — prevents saving the directory entry until this field has a value. | *'''Mandatory field''' — prevents saving the directory entry until this field has a value. | ||
*'''Show in entry list''' — allows selecting additional directory | *'''Show in entry list''' — allows selecting additional directory field for display. | ||
A contact will be displayed in this field if the box "Display in task participant selection list" is checked in their profile. | A contact will be displayed in this field if the box "Display in task participant selection list" is checked in their profile. | ||
==Parameters for this type of field in in data tags:== | |||
*'''Wrap the heading''' — allows long headers to be wrapped onto a new line. | |||
The [[Working with clients by email|show in list for choosing task participants]] setting controls the contact display in this field. | |||
== Go To == | == Go To == | ||
*[[Types of custom fields]] | *[[Types of custom fields]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 11:12, 5 September 2024
Fields of this type store information about a group of employees, a specific employee, or a contact. You can create a Group, Employee, or Contact field as a custom field, a directory field, or as a data tag field.
Example of a Group, Employee, or Contact field type:
Parameters for this type of field in directories:
- Mandatory field — prevents saving the directory entry until this field has a value.
- Show in entry list — allows selecting additional directory field for display.
A contact will be displayed in this field if the box "Display in task participant selection list" is checked in their profile.
Parameters for this type of field in in data tags:
- Wrap the heading — allows long headers to be wrapped onto a new line.
The show in list for choosing task participants setting controls the contact display in this field.