Saturday, December 15, 2018

Values entered for custom field types like Text Area, Long Text, Rich Text, and Free-form as displayed in System Notes

Modifications made to a record or field is normally tracked through the System Notes. This also includes custom fields.

 

The following custom field types allow users to enter alphanumeric characters:

 Text Area

 Long Text

 Rich Text

 Free-form

 

Among these fields, only Text Area and Free-form type record the exact values entered in the System Notes from the transaction to which it was applied into given that the Store Value is set to true. When Store Value is false, it does not record anything at all. While the other 2 types only record the number of characters that were entered.

 

To illustrate, in the System Notes section of a transaction, in line with the custom field, we get the following results after modifying the data originally entered:

 

 

 Text Area

Old Value = This is a test note.

New Value = This is a new test note.

 

 Free-form Text

Old Value = This is a test note.

New Value = This is a new test note.

 

 Long Text

Old Value = Old: 20 Chars

New Value = New: 24 Chars

 

 Rich Text

Old Value = Old: 20 Chars

New Value = New: 24 Chars

 

Thus, if we intend to keep track through the System Notes of what was first entered and to what it was changed into, creating Text Area and Free-form type as custom fields are recommended.

 

 

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