Maintaining Agency Fields
The Agency Field Summary enables you to view and enter settings for each field included in an agency entity. You can specify the field label, type of field, and validation rules.
To access the Agency Field Summary, navigate to the Agency Entity Summary, and select Open from the Actions menu on a field row.
On the Agency Field Summary, you can display information for a different field in the agency entity by clicking the Fields arrow on the subheader, and then selecting the field in the list. You can also scroll through all the fields using the arrow buttons on the right side of the subheader.
Below the subheader, the component displays basic information about the selected field. You can view or change information in these fields:
The Validation Rules section contains rows of validation rules required for the field. This enables you to build the business logic and control the types of information users can enter in each field.
To delete a validation rule for the field selected in the subheader, select Delete from the Actions menu on the validation rule row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button. To save your changes, click the Save button.
To add a new validation rule for the field selected in the subheader, click the New button. The system adds a new row to the bottom of the list. In the Type field, select the type of validation check you want the system to perform on the selected field. Only one rule of each type can be created per agency field. For a date picker field or a check box, the validation type must be set to Text.
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Note: If you create an agency view for use as a sample record test, to enable users to enter information directly into Mobile Tester, you must create an IsMobile validation rule for each field you want to display in the mobile application.
For some validation types, you must select a Name and enter a Value. The Name field allows different entries depending on which validation type you select in the Type box. If the Name field is empty, you do not need to specify a Name or Value. For more detail on the options available for each validation type, refer to the following table:
|
Type |
Name |
Value |
|
Calculation |
Code |
Enter the calculation you want the system to perform to generate a value for the selected field. Calculations must be entered using IronPython functions and syntax. See Supported IronPython Functions for a list of functions. Note: Unlike other python code fields, when you enter text in the Value field, you must type four spaces to indent lines. Using the Tab key does not indent the line but instead navigates out of the Value field. |
|
CodeTable |
TableName |
Enter the name of the code table that will be used to validate the field entry. |
|
InvalidCharacters |
CharactersArray |
Enter a list of invalid characters with no spaces. |
|
IsDate |
MinDate |
Enter the minimum allowed date value for the field. Value must be 'Today' or a valid date formatted as MM/DD/YYYY. |
|
MaxDate |
Enter the maximum allowed date value for the field. Value must be 'Today' or a valid date formatted as MM/DD/YYYY. |
|
|
IsDatetime |
MinDate |
Enter the minimum allowed date and time value for the field. Value must be 'Today' or a valid date formatted as MM/DD/YYYY HH:MM:SS AM/PM. |
|
MaxDate |
Enter the maximum allowed date and time value for the field. Value must be 'Today' or a valid date formatted as MM/DD/YYYY HH:MM:SS AM/PM. |
|
|
IsEmail |
None needed | None needed |
|
IsLatitude |
None needed | None needed |
|
IsLongitude |
None needed | None needed |
|
IsMobile |
None needed | None needed |
|
IsNumber |
MinAllowed |
Enter the minimum allowed numeric value for the field. |
|
MaxAllowed |
Enter the maximum allowed numeric value for the field. |
|
|
Precision |
Enter the precision as two numbers separated by a comma. The first number is the total number of digits including decimal places. The second number is the number of decimal places. For example, 123456.78 would be indicated by '8,2'. |
|
|
IsPercentage |
None needed | Enter a percentage between 0% and 100%. |
|
IsPhoneNumber |
None needed | None needed |
|
IsRequired |
None needed | None needed |
|
MaxLength |
MaxAllowed |
Enter the maximum number of characters allowed in the field. |
|
ValidValues |
ValuesArray |
Enter a list of valid entries separated by a comma with no spaces. |
Enter values in the remaining fields as needed. When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database.
