Field types
There are two types of different fields to choose between in the right panel when designing a card: templated fields and Untemplated raw fields.
- Templated fields = fields that have predefined settings e.g. Date-fields
- Untemplated raw fields = fields without any predefined settings. You create your own fields based on what type of field you would like to add. E.g. Option field, add your own options.
A field can also have subtypes, for example an integer field has standard, graded and unformatted types.
NOTE! If there are fields that you find in LISA but not in the manual - keep calm, dont worry and dont mind, these are not frequently used.
Templated fields
| Field type | Type |
|---|---|
Percent | Field with a bar for you to set percent between 1-100 % |
Grade | Integer field shown as stars in a dropdown instead of the number |
Smiley | Integer field showing a smiley |
Integer Nullable | Integers field that allows NULL |
Homepage | Link field formatted as WWW with the field label “Business Home Page” applied to it |
Company Classification | Option field with pre-defined name and options of A, B and C |
Industry | Option field with pre-defined name |
Company matrix classification | Option field with pre-defined name |
Nordic Countries | Option field with pre-defined name and options |
Mailings | Option field with pre-defined name |
Customer number | Text field with pre-defined name |
Date | Datetime field showing only the date |
Date and time | Datetime field showing both date and time |
Month | Datetime field showing year and month |
Quarter | Datetime field showing year and quarter |
Time | Datetime field showing only the time |
Timestamp | Full timestamp in the format YYYY-MM-DD HH:mm:ss |
Week | Datetime showing the week number |
Year | Datetime showning only the year |
Map Field | XML field that stored Longitude and Latitude coordinates |
Untemplated raw fields
| Field type | Description |
|---|---|
Decimal | Fields formatted for either a percentage or a decimal currency |
Procent | The value is shown as a “termometer” 0-100 %. If list items are added on the field, you can get levels with a color association with it. The options are displayed as a list of selectable options when clicking on the field |
File | A field that stores files in the database. Used as a rule in the document table to save the document itself. Other fields in the document table saves the metadata about the document (such as who created it, corporate relations, etc). To view an image in the field, set the type attribute to the image. If an image is not selected then a default icon will be shown. Through the field in LIME it is possible to add, delete, copy and save an image. |
Formatted text | A string formatted for either fax, phone, history, cell phone or ZIP code |
HTML | A HTML field creates a small browser inside of a card. The easiest way to determine which URL to be opened, is to set the URL-attribute. If this is set to “http://www.lundalogik.se”, then Lundalogiks website will be shown in the field. Is is also possible to download information from the existing card and paste this into the URL, eg “http://www.visaforetagsinfo/index.asp?vatno=[company].[orgno]”. If it takes more advanced conditions than that to get the URL the SQL-attribute can be used like on any other field, ie to write a SQL statement that returns the URL that the existing record will show. HTML field do not store any information in the database. To hide the border around HTML field, put the CSS-attribute border for body to value 0. This field can be set to two different types: 1. Field and 2. Tab |
Integer | Only integers and they are formatted in thousands, “100 000” |
Link | Field for E-mail or homepage as clickable links. The type “LIME” of this kind of field is a link to another post in the LIME database |
Option | Field wíth a list of alternatives, one choice possible. Possibility to add a color to each option |
Relation | Create relations between two tables eg. Company and Person. The relation can be set as a field or as a tab on the card. If a tab is used for a relation, several records can be saved, for example a company could have several contactpersons which means that the relation type would be a tab on the company card. If a contactperson only can be linked to one company, the relation type would be a field on the person card |
Set | A field with a list of options, one or more choices possible. It is also possible to set a color associated with each option |
SQL | DEPRECATED AS OF LIME CRM SERVER VERSION 13 This field is replaced by a normal textfield with a SQL-expression and should not be used. But is is a field where you can connect a SQL statement that is executed when you open a post. The result shown in the field is always based on data in other fields, and the result is never stored in database. For example, a field that displays the sum of two other fields |
Text | A normal textfield. It is a possible to add options on a textfield |
Time | Pick a date, showed in “2014-12-12” |
XML | A field that is stored as XML in databases, but lack interface on the client. However, it is available for example via VBA and integrations. Value and text both return XML expressions of the node, while valueXML returns a XML node. The characteristics of this type is that it has one and only one top node. <items> <item>Stockholm</item> <item>Göteborg</item> <item>Malmö</item></items> |
Yes/No | A tickbox, if the box is checked it is interpreted as a “yes” |
Separator | A separator separates fields so they can be divided into different sections on a form |
Virtual Relation | Row 1 Col 3 |