Formats Good to Know

Use these tips for helpful information on Formats.

  • A Format is typically identified by the Format icon Format Icon.
  • Formats can use several formulas, including alphanumeric formulas, upper and lowercase formulas, and insertion points.
  • CSM provides a variety of OOTB Stored Formats to help get you started. Use these OOTB Stored Formats as-is, edit them, or create new Formats using the Stored Format Manager. Custom Formats (not intended for reuse on other Fields) can also be created for use on a specific Field. For more information, see Create a Stored Format.