Customizing system fields
You can customize the label of any system field globally, across all forms and data views, or locally, for a particular view. For fields of the Reference type, you can also configure a filtering condition that list items must satisfy to be displayed in the field.
To customize a system field’s label:
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Go to General > Fields > [Object Class].
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Double-click the system field whose label you want to customize. The Field Properties window appears. The window has two tabs:
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The General tab contains all field's properties, including its customizable label;
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The Usage tab displays the list of workflow items and components (such as Actions, Forms, Functions, Macros, etc.) that use this system field, i.e. have placeholders for this field's value.
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If you want to change the field label globally (both on forms and in data views), type in a new label in the Custom Label field and proceed to the Step 6.
NOTE: If you have already modified this field label on a particular data view level, the global change will not affect such modifications. To view or change the field label on a data view level, proceed to the next step.
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If you want to change the field label on object forms or in a particular data view containing the field, click Advanced. The list of data views is displayed. Do one of the following:
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To use the default label in a particular view, clear the Label field in the respective row.
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To change the label for a particular view, type in a new caption in the Label field in the respective row.
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To change the label in object forms only, type in a new label in the Custom Label field above and clear all of the Label fields for all views.
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For Reference fields, which appear on an object Full Form as drop-down lists where the user can select a single value, you can specify a filtering condition that drop-down list items must satisfy to be displayed in the field. To do this, click the Filter button
. The Build Expression window opens. There, you can choose a filter template and assign values to its parameters. Alternatively, you can enter your custom filtering expression in the form of a SQL “WHERE” clause.NOTE: This filter applies only to the object Full Form. For fields that are displayed on Action Forms, you can specify a separate filter. For more information, see Form Field window - Filter.
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Click OK.
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Click Save on the Standard toolbar.
TIP: To access classification and reference tables, go to Classification and Reference Tables. To access fields of Activity Log records, go to Miscellaneous > Object Activity. To view all fields in the database, go to All Fields.