Counterparty (custom field): Difference between revisions
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This type of field stores counterparty information.You can create a '''Counterparty''' field as a [[Custom fields|custom field]], a [[Directories|directory field]], or a [[Data Tags|data tag]] field. | This type of field stores counterparty information.You can create a '''Counterparty''' field as a [[Custom fields|custom field]], a [[Directories|directory field]], or a [[Data Tags|data tag]] field. | ||
Example of a '''Counterparty''' field: | Example of a '''Counterparty''' field: | ||
https://s.pfx.so/pf/xR/lDx5iH.jpg | https://s.pfx.so/pf/xR/lDx5iH.jpg | ||
==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. | |||
==Parameters for this type of field in data tags:== | |||
*'''Wrap the heading''' — allows long headers to be wrapped onto a new line. | |||
==Helpful:== | |||
*You can use [[Filters in custom fields|filters in custom fields]] to display only tasks that meet specified conditions in the selection list for the field. | |||
== Go To == | == Go To == | ||
* [[Types of custom fields]] | *[[Types of custom fields]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 13:11, 23 September 2024
This type of field stores counterparty information.You can create a Counterparty field as a custom field, a directory field, or a data tag field.
Example of a Counterparty field:
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.
Parameters for this type of field in data tags:
- Wrap the heading — allows long headers to be wrapped onto a new line.
Helpful:
- You can use filters in custom fields to display only tasks that meet specified conditions in the selection list for the field.