Custom labels provide a way for YOU to customize a form.
Overview
Every software application attempts to build in all required fields
to adequately track the information needed by users. However, and
usually because every company has some unique methods of doing
business, many times there's a need for additional information that
has no field for it in the application.
Custom fields allow System Administrators to define those fields and
even specify formulas to automatically calculate information based
on other fields or data. Custom field changes are saved in the
current database, so they're available to all users the next time
they login to the system. Consequently, setting up custom fields
should be one of the FIRST things you do when creating a new
database.
You can change the name of a custom field any time you like, but it
does NOT change the data already entered in the field in the
database table. Changing the field name from something like
'Shipping Date' to 'International FAX' is possible, but it won't
make much sense to your users if you don't also update all of the
data for that field. Consequently, you should please plan carefully
how you will use Custom Fields BEFORE you open up a new database to
other users.
Please NOTE: The page must be in 'READ' mode in order to edit
custom fields. Also, all users should be informed of what any
custom fields that you create are for and how to use them.
Naming A Custom Field
Right-click on the field label and choose 'Customize Field' from the
popup menu to open the field editor.
Creating A Field With No Formula
Every custom field can be setup simply to accommodate a text value.
When this is what you need, you only have to change the label so
users see the correct field name. Enter the new field name in
the 'Field Name' textbox and check the 'Don't use a formula for this
field' option. Click 'OK' to save your settings.
Fields WITH Formulas
To design a calculated field, uncheck the 'Don't use a formula for
this field' option, then choose the type of value the formula will
create. To remove a formula from a field, uncheck this option and
click 'OK'. The formula will be removed automatically.
Please NOTE: Calculated fields values are updated WHEN THE
RECORD IS SAVED. Users will not see the results until after the save
is complete and the record is in Read Mode.
Text Value Formulas
This option lets you use values from other fields in the form to
create a new value.
Select each field name that will be replaced by its data from the
drop-down list, and add text and/or punctuation around it to get the
final text value. Please note that the [brackets] MUST be around
each field name in order for the formula to work correctly.
Date Value Formulas
This option is only available if there is at least one date field in
the design of the form. Choose the date field from the drop-down
list, then choose 'Add' or 'Subtract' to define whether to add or
subtract days, weeks, months, quarters or years from the date field.
Enter the number of days to add or subtract in the 'Enter Number'
field, then choose the time period from the drop-down list. Choose
how to format the new date value from the 'Choose Format' drop-down
list, which are:
-- Short Date: This will display the date in your system's
short date format, as defined in Regional Settings in Control Panel.
For example: 12/15/2010.
-- Long Date: This will display the date in your system's
long date format, as defined in Regional Settings in Control Panel.
For example: Wednesday, December 15, 2010.
-- Date & Time: This displays the data in Short Date/Short
Time format. For example: 12/15/2010 05:03 PM.
Number Value Formula
This option is available if there is at least one number field in
the design of the form. Choose the number field from the drop-down
list and then choose the operator (Add, Subtract, Multiply, Divide
By). Enter the number to add, subtract, multiply or divide by and
choose the format of the result.
Query
This is the only option that can read and manipulate data from
another table in the database. For example, you could use this to
get the total number of Orders for a Company record from the Orders
table. Please click the 'Query Builder' button to open the Query
Builder dialog to create a query. The Query MUST return a single
value that will then be stored in this custom field. Choose the
format of the result from the 'Choose Format' drop-down list.
Please NOTE: You will need a good understanding of how
aggregate SQL queries work in order to get the results you need.
Column Calculations
This option is only available when the form has child data (on one
or more DataGrids at the bottom of the page), as these calculations
get data from the child grids.
1) Select a field from the first drop-down list, which holds all of
the fields from the first child DataGrid.
2) Choose the type of calculation from the next list; use "MAX" if
your calculation will return a text value.
3) Enter a valid filter in the Filter textbox. This should use
a field from the DataGrid (from the first list) and a valid (SQL)
search string.
4) Choose the resulting value's format from the last drop-down list.
Click OK to save your changes.