Field Properties

SAM Leads should reference this screen when setting up new processes and troubleshooting issues. 

Fields are used to capture bits of data about records in SAM. The Field Properties screen tells SAM Leads how a field is used and provides links to the tables, forms, checklists, auto actions, reports and templates the field is used on. 

Access Field Properties

Breakdown of Field Properties

Field Properties Overview

Field Title - The internal name of the Field on Forms, Templates, Auto Actions, and Reports.

Field Title for Reports - The name of the Field displayed on Reports, when different from Field Title. 

Table - Links to the Table the field is on. The Table Properties screen provides a list of other fields on the table.

Field Type - The type of field users will encounter, like a text box, date, list, number, email address, hyperlink, document upload, phone number. 

Public Forms Field Properties

Field Title for Public Forms - Optional title to provide end users that access Public Forms. 

Field Hint for Public Forms - Optional hint to provide end users with more context/instructions to complete the information requested shown on Public Forms. 

Hints

Field Hint - Add notes so users will understand the definition/intent and expected information of the field.

Field Setup Memo - Only viewable on the Field Properties Overview screen, this can be used to add notes for SAM Leads to describe why this field was setup, any special calculations, etc. 

Field Stats

Number of Records where entered from all records - Shows the count of records that have a value entered for this field out of the total number of possible records.

Number of Distinct Field Values  - Shows the number of different data entry values made for this field. It could be helpful to change a text field to a list if there are very few distinct values.

Field Values

Shows the values entered for the field and the number of records with that value.

When there are more than ten (10) values,  SAM will show the Top 10 and provide a link to view all field values. When there are Field Values that have more than one (1) record count, SAM will show a link where only those values with greater than one record are shown, so you can do analysis.

Modification History

Shows the last ten entries to this field. The date, user, old and new values are provided.

For more modifications, a link is shown, which takes you to a report of all modifications for this field.

How Field is Used

Each link takes you to the configuration screen for the Forms, Reports, Auto Actions, Checklists and/or Templates where the field is used throughout the system. 

If there are no links provided, the field is not accessible to users. 

Disable Field

Hide a field from all Forms, Reports, Checklists, and Auto Actions. Disable unnecessary fields to allow required data entry easier to locate. Historical data is retained for the field.

Link to Due Date/Link as Due Date Field

Allows you to connect two date fields as the Due Date and Completed Date when used on a Checklist. 

Advanced Field Properties

Enable Totals for Numeric Field

Display Totals, Averages and Min/Maximum calculations for fields on forms and reports. 
This works on numeric based fields, such as Number, Currency, and Timeline.

Under Advanced Options > Special Options, check the "Show Totals" box to add this functionality.

Note: This feature is not available for calculated fields.

Delete Field Forever

Deletes the field from SAM and the data entry associated if it were ever entered. This is only accessible to SAM's Support Team. 

Used in System Configuration 

Some fields show Used in System Configuration = Yes in the Field Properties Overview card. This setting means the field is used in the backend and cannot be disabled by your team. These fields are used in various ways for functions like accounting, communications, documents, etc.