Defining fields and adding them to field groups

A field definition stores the data type and other properties of a field.

For each new field to add to an object type, you must create a field definition that defines the properties of that field. You can add a field definition to an existing field group or create a new field group.

Before you begin

Learn about data types and display types. For more information, see Data types.

If the field group is already associated to an object type and you use IBM® Db2® and the reporting schema is enabled, perform this task when there is limited or no activity on the system. It can cause significant system delays in OpenPages due to locking conflicts on the Db2 platform. For more information, see System delay when modifying object types and fields (Db2).

Procedure

  1. Enable System Admin Mode. For more information, see Enabling and disabling System Admin Mode.
  2. Click Administration menu > Solution Configuration > Object Types.
  3. Click an object type.
  4. Expand the Fields section to work with fields and field groups.
  5. Click New Field.
  6. In Field Group, select the field group that the new field is assigned to.
    Or, click New to create a new field group. Enter a Name and Description and click Create.
  7. Enter a Name. The name must start with a letter, and can contain only letters, numbers, spaces, hyphens (-), and the underscore (_) character. After it is defined, you cannot change a field's name. You can, however, change the label.
  8. Enter a Label. Click Edit to add values in multiple languages.
  9. Enter a Description.
  10. Select a Data Type and complete the fields that are specific to that data type.
  11. Set Required to True or False. For more information, see Making fields required or optional.
  12. Set Global Search to True or False.
    Note: Fields that are encrypted are not eligible for use in Global Search.

    Enabling Global Search for simple or long string fields that have field level security might result in users being able to derive data values they otherwise would not have access to. For more information, see Field level security.

  13. Optional: If Default Value is displayed, you can set a default value for the field. For more information, see Setting a default value for an object field.
  14. In Profiles, assign the field to one or more profiles. By default, all profiles that the object type belongs to are selected.
  15. Click Create.
  16. Add more fields to the field group, as needed.
  17. To edit a field, click a field row.
    1. Edit settings on the field. Click Edit next to Label to update label values. Description can also be edited. Not all fields can be changed, for example, the Name cannot be changed. The settings that are displayed depend on the field type.
    2. Expand Profiles. View and change the profile that the field is assigned to.
    3. Click Done.