Create a Stored Format

Use the Format window (within the Stored Format Manager) to create a Stored Format. When creating a Stored Format, define the following:

  • General properties: Name and Description.
  • Picture: Format formula (in other words, what the Format looks like).
  • Case: Uppercase, lowercase, or as entered.
  • Direction: Data is entered left-to-right or right-to-left.
    Note: Users can also create a Custom Format and add it to the Field.

To create a Stored Format:

  1. Open the Stored Format Manager.
  2. Select a scope and subfolder (if needed).
  3. Select Create New.

    The Format window opens.

  4. Define general properties for the Format:
    1. Name:

      Provide a display name to use within CSM (search this property in CSM Item Managers).

    2. Description:

      Provide a description to use within CSM (search this property in CSM Item Managers).

  5. Define the picture (formula) for the format:
    1. In the Picture field, specify the formula and/or add criteria by selecting an option in the drop-down list. For example, (###) ###-#### would format numbers in a Phone field to (719) 555-5555.
  6. Define the case (select one):
    • Keep casing as entered: Maintain the case as it is entered into the Field by the User.
    • Make uppercase: Make all characters uppercase (example: AAAA), regardless of how characters are entered into the Field.
    • Make lowercase: Make all characters lowercase (example: aaaaa), regardless of how characters are entered into the Field.
  7. Define the text direction:
    1. Characters/Digits Entered at Right and Pushed to Left: Select this check box to add data from left-to-right (example: (719) 555-5555). If not cleared, data is entered from right-to-left (example: (555) 555-5917).

  8. Select Save.