Text Fields

Text fields are custom fields defined on a track type, used to capture alphanumeric/text input. This is a very versatile field type and can hold almost any kind of data.

All changes made to the field configuration are being tracked in the History tab for traceability.

Create a Text Field

To create a text field:

Switch to Admin Interface.
Open the desired Track and it defaults to Fields page.
Click "Create New" to create a new field, or click "Clone" to duplicate an existing one and modify it as needed.

Display Name

Description

Name

Mandatory. Name of the field. This is used to identify the field throughout TeamTracks. This must be a unique value for the given Track Type.

Description

Optional. This is to provide a description of the field to admins.

Help Text

Optional. A help tip regarding the field. You can write instructions to the user as to the type of data to be entered into the field. An ? will be displayed beside the field on views where the field is displayed. Hover over the ? to see the help tip.
Check the box to display the help text as HTML instead of as a tool tip.

Field Type

Mandatory. This parameter will determine the type of field and possible functionalities. For text fields, the Field Type should be selected as 'Text'.

Required

Set the field as a mandatory field. This field must be entered if it is on an add view, and cannot be made blank on an edit view.

Allow Global Search

Allows the user to search on this field from the main search bar in the agent interface.

Display Text as Hyperlink

When enabled, users are allowed to click on the field value and navigate to a related object. For example, if a field references another object in another track, clicking the hyperlink opens the referenced object's display view in a new tab.

When enabled, two additional settings will appear:

Hyperlink Track: Specifies the track to link.
Hyperlink Field: Identifies the unique text field used for linking.

Hyperlink Behavior:

Hyperlinks are displayed in Reports, Display Views, and List Views.
Hyperlinks support cross-track navigation. If the user lacks permissions to view the target object, an error page is shown.

Unique Value

Mandates that this field must have a unique value in the Track it is defined. This field can be used as an ID field for the Track. The ID is displayed at the top of the display and edit views for the record - such as a Ticket No or RMA No.

Auto Increment

Auto-increment functionality is used to generate an integer that is automatically incremented by 1 every time a new record of the Track Type is created.

When Auto-increment is selected, the following additional parameters are presented.

Create field screen: Additional parameters for auto increment text fields

ID#	Field Name	Description
1	Default Value	Optional. This value will display as a default value in the field on add view before creating the object.
2	Prefix Source	Dropdown with two options. Literal(Default option): Tailor the prefix of the field using static text. Enter the desired text in the Prefix field. Field: use the values of available fields in the track as a prefix.
3	Prefix	Optional. Controlled by Prefix Source field. If the Prefix Source is set to Literal", the field will be a text field to define the static text acting as prefix. If the Prefix Source is set to 'Field', a dropdown menu will be shown with all available fields which will act as a prefix for the new field.
4	Increment Starting value	Mandatory. Default is 1. Set a starting numerical value. each time a new record for the Track Type is created, the value of the field is incremented by one starting at the 'Increment Starting Value'.
5	Suffix Source	Similar to Prefix Source. Here, this field will determine the suffix of the text field to be a static literal or a value from the available track fields.
6	Suffix	Optional. Controlled by Suffix Source field. If the Suffix Source is set to Literal", the field will be a text field to define the static text acting as suffix. If the Suffix Source is set to 'Field', a dropdown menu will be shown with all available fields which will act as a suffix for the auto increment field.

Multiline

Test fields are single line by default. You can enable multiline feature, which displays a larger text input area.
When multiline is selected, "Allow HTML" parameter becomes available. If this parameter is enabled, a full HTML text editor will be displayed for the text box which allows user to format their content using HTML tags and features.

Display Name	Description
Default Value	Optional. The value of this parameter will auto populate as the default value for the text field when the object is created. You will be able to edit the default value based on your permissions and field parameters.
Max # of Characters	Define the maximum number of characters permitted. This value is ignored if the "Allow HTML" option is selected.
Regex/Pattern	If data is expected in a specific format like AA-BB-CC, the pattern can be specified in this field. Only inputs matching the pattern will be permitted in the field. This could be used for pattern match on a field such as an email address. See this link for regex quick reference from Microsoft.
Case	Optional. user- entered text can be converted into lower or upper case based on the selection. Setting this option will retain original case.