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Form Fields and Data Types

sandeepstw Profile Picture sandeepstw 4,601

Fields and Data Types:

Single Line Of text: This is used for small texts or string.

Open Set: this type is use for dropdown control. You can create local and global option set as per requirement.

Two Options: Two options set is basically used for true false, yes no type values. It’s Boolean data type.

Image: This type is mainly used to store logo image, you can use only one this kind of data type per entity which can maximum store 5120 kb data.

Whole Numbers: This field used for number in format like:

  1. None: Set Minimum and Maximum value.

  2. Duration: it’s used to store duration in terms of minutes, hours, days. Hours and days can be also entering using decimal like x.x.

  3. Time Zone: it uses to store time zone of user.

  4. Language: It’s dropdown value with different language to specify targeted entity language.

Floating point Number: It uses to store floating point decimal numbers.

Decimal Number: This is used for numbers with decimal value.

Currency: Uses to store money value.

Multiple line of text: This is used to store large text with maximum length of 1,048,576.

Date and Time: this is used to store date time data type. It has following behavior –

  1. User Local: It stores user local time zone.

  2. Date Only: it stores only date part.

  3. Time Zone Independent: It store data without any time zone conversion.

Lookup: This type is used to represent relationship from other entities.

Calculated Fields: This is new feature in CRM which use to store data after calculation based on other attribute and conditions. Following data type is supported by this field:

  • Single line Text

  • Option Set

  • Single

  • Two Options

  • Whole number

  • Decimal number

  • Currency

  • Date and Time

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When you select calculated field type, an edit button appears to put condition and action to perform calculation.

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Rollup Fields:

Rollup field is used to perform automated calculation based on related entity record. It supports following data type:

  • Whole number

  • Decimal number

  • Currency

  • Date and time

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Same like calculation field you can find edit button which allows you to select source entity and then calculation condition.

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Once you selected a type of a field you can't change it later on.  So before create fields must be aware with data type of every field.

 

 

 

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