CSM 10.2.2 Documentation

Home

Define General Properties for a Text Field

Select the Text Field type from the General page of the Field Properties window to define a Field that contains text. The properties vary depending on whether the Field is plain text or Rich Text.

Note: Rich Text Fields cannot be encrypted.

To define general properties for a Text Field:

  1. Open the Field Properties Window.
  2. On the general page of the Field Properties window, select Text from the Field Type drop-down.
  3. Define whether the Field is plain text or Rich Text:
    • Plain Text: Select this option to store plain text with no formatting or images in the Field.
    • Rich Text: Select this option allow Rich Text formatting in the Field.
  4. If you selected Plain Text, define these properties:
    Option Description
    Length Select to define a specific length for the Field. Then, provide the maximum number of characters the Field can contain.
    Max Allowed Select to allow the maximum number of characters in the Field (creates a "text" Field type in SQL Server).
    Max Searchable Select to allow the maximum number of characters for searchable text Fields (creates a "varchar 8000" field in SQL Server).
    Allow Multiple Lines Select to allow the Field to contain two or more lines of text.
    Allow Spell-Check Select this check box to turn on spell-checking for the Field. This will check for spelling errors in content that is provided in the Field.

    This option is only available if spell-checking is enabled in the Business Object's general properties.

    Format Select to use a Format to enforce how characters and digits are displayed in the Field (example: Phone number format). You can use either:
    • Stored Format: Click the Ellipses button Ellipses Button to open the Stored Format Manager, where you can select an existing Format or create a new one.
    • Custom Format: Click the Custom Format button Custom Format Button to open the Custom Format Builder, where you can create a custom Format to use only for this scenario.
  5. If you selected Rich Text, define properties described in Enable Rich Text on Business Object Fields.
  6. Define additional Field properties:
    • Include in Full-Text Search: Select this check box if the Field should be indexed for Full-Text Search (used by CSM Quick Search and Knowledge Search).
    • Holds: Select a hold property that identifies the type of data contained in the Field. For example, set a record ownership "Holds" property on an Owned By Field to identify the name in the Field as a record owner.
  7. Select OK.

  8. Publish the Blueprint (File > Publish Blueprint) to commit the changes, or save the Blueprint (File > Save Blueprint) to continue making other changes.

Was this article useful?