Adding a new field

The Master data is mapped to its corresponding field in MDO. To create a field, navigate to Settings > Modules and click on the Module created. Click on the Add New Field from the Fields tab and select the Field Type from the list displayed.

Field Type Description
Module Reference Data This field is used to refer field data of some other module which was selected from Module Reference ID field. Data is populated as soon as a record is selected by the user on the Module Reference ID field. Module Reference ID field is mandatory for this field to work.
Text Allows users to enter any combination of letters and numbers.
Dropdown Allows users to select a value from a list you define.
Checkbox Allows users to select a True/On (checked) or False/Off (unchecked) value.
Radio Allows users to choose one option from limited option.
Text Area Allows users to enter multiple lines of any combination of letters and numbers.
Date Allows users to pick a date from a popup calendar.
Time Allows users to select a time from a list of time in a day.
Date and Time Allows users to pick a date from a popup calendar and select a time from a list of time in a day.
Group Allows users to enter multiple segments of data in separate Text fields. e.g. Country Code and Phone Number.
Email Allows users to enter an email address, which is validated to ensure proper format.
Password Allows users to enter any combination of letters and numbers. Data is encrypted and cannot be searched upon.
Module Reference ID Creates a relationship that links this module to another module. The reference field allows users to select a value from a list. The other module is the source of the values in the list.
User Selection Allows users to select users of your organization from a list.
Location Reference Creates a relationship that links this module to the Locations module. The field allows users to select a value from a list of locations created by your organization.
Attachment Allows users to upload files. You can restrict upload size and formats e,g csv, xls, doc etc.
Digital Sign Allows users to draw digital signature.
Aggregation Allows users to sum or count the column(s) in a grid for every row.
Grid Allows users to insert multiple rows of data. You can add multiple fields to the grid by navigating to Grid Fields.
HTML Allows users to enter any combination of letters and numbers. User is provided with a Rich Text Editor to format the data entry.
Calculation Value of this field can be derived from other fields based on given formula e.g. ({FIELD1} * ( {FIELD2} + {FIELD3} ) – 10).
URL Allows users to enter any valid website address. When users click on the field, the URL will open in a separate browser window.
Noun Type Use for to generate description.
Rejection Type Use to maintain rejection type while rejecting any record during workflow.
Activate/Deactivate Checkbox type of field which will be used for activation/deactivation of particular record, once the record is deactivated then it cannot be modified.
Geo-location Geo-location type of field which will be used to save user location.

 

Under Basic Details, specify the Field Id, Name and Length. You can further select the Data Type which restricts the data to be entered in the field and provide Help Text if needed.

In the final step, specify Other Characteristics for the field by selecting from the list and click on Finish.

 

Characteristic            Description
Key Users are asked to fill the key fields before any other field can be populated. This comes in handy when you want some validations to be done before your user continues to fill the rest of the form.
Search/List Page Selecting this will allow you to assign this field to the list page. This will also allow users to search records based on data stored in this field. It is not recommended for all fields in a module.
Description Field Module description field; this description field will be default search field in list page, same field value get displayed on header along with module number on summary, change page.

 

Workflow Reference Select this criteria if you envision to configure workflows based on the data of this field. e.g. Decisions and Determination of workflow tasks. The data in this field can also be used for escalation, rejection or any other workflow emails.
Transient While copying a record to create new record, fields marked as transient won’t be copied into the new record.
Mandatory Marking a field mandatory only works if you have marked the field as a Key field. For non-key fields, you can mark the field mandatory while creating the layout of the form.
Completeness Check to consider the field for completeness.

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