Control Types

The following control types are the most commonly configured for data input in Custom Forms.

Common Controls

  • TextBox - Field for plain text entry.
  • CheckBox - Denotes a True or False option. Selection = "True". Used for fields such as ‘Suspended’.
  • ComboBox - Where a drop down list is offered for selection. Used for fields such as ‘Type’.
  • MultilineTextBox - Similar to Text box but allows multiple lines to be entered. Used in ‘Address’ fields.
  • DatePicker - Displays a calendar to select a date. Used in fields such as ‘Birth Date’.

Client-only

  • YearEndDatePicker - Linked to the client ‘Year End’ field in the Client table.
  • IndustryCodePicker - Linked to the ‘Industry Code’ field in the Client table.

Job-only

  • StaffAssignment - Linked to the ‘Staff Assigned’ field in the Job table.
  • DiscountingApplies - Linked to the ‘Discounting Applies’ field in the Job table. When selected in preference to a CheckBox control, business rules that govern when the user can amend this field apply; e.g., not editable once WIP has been posted to a Job.
  • LabourRates - Linked to the ‘Labour Rates’ field in the Job table.

Staff-only

  • Colour - Linked to the ‘Colour’ field in the Staff table.
  • Gender - Linked to the ‘Male/Female’ field in the Staff table.