There are a number of options that can be specified for each Cabinet field, including the data type, field length, case, display options and more. The key field options are discussed below.
Data Type
This controls the type of data that a field can contain. The most often-used options are as follows:
• Character (Char): Allows any combination of characters to be entered in the field. This is a standard “Text” field.
• Date: Allows only dates to be entered in the field. You can enter a date in a variety of formats and the system will convert it to MM DD, YYYY format for you. For example, whether you enter 9-9-99, 9/9/99, or September 9, 1999, the system will convert the date to 09/09/1999.
• Number: Allows only numeric values to be entered in the field.
• Notes: Allows notes to be added for record. This allows continuous notes added. You can add but not delete to this field.
• Currency: Number with 2 decimal places can be entered
Length You can specify the length for the data to be entered and the length for the display of the data in EasyFile windows. Note that this does not apply to Date fields, which are always of a fixed length.
• Default Value - This allows you to set the default value of this field.
• Search Wildcard- This will assume a wildcard in a search. Values are Begins with, Ends with and Contains
• Character Casing - You can specify one or more of the following options: Uppercase, Lowercase, Proper Casing and Normal.
• Required: If you check the required option, users are required to enter data in the field before leaving the data entry window when indexing a document. Required cabinet fields are highlighted in blue.
• Unique: If checked, each record in the cabinet must have a unique value in this field. For example, if there should ever only be a single cabinet record per customer, you could set the Customer Number field as a Unique Value field, and users would not be able to enter a second record with the same Customer Number into the system.