Add a Format to a Field
In CSM, Formats are used to control how characters and digits are displayed in a Field (example: How a phone number is displayed). When adding a Format to a Field, there are two types of Formats available:
- Stored Format: Stored Format is a named, stored Formats that can be reused on any Field in CSM. Stored Formats are managed using the Format Manager.
- Custom Format: A Custom Format is an un-named Format that is defined for use in a specific Field.
To add a Format to a Field:
- Open the Properties window for the Field to which you want to add a
Format:
- In CSM Administrator, create a Blueprint.
- In the Object Manager, double-click the Business Object that contains the Field.
- Double-click the Field.
- Click the General tab.
- Check the Format check box.
- Select the Format to apply:
- Click the Ellipses button to open the Stored Format Manager, where Users can choose an existing Format (Stored Format) or create a Stored Format. Stored Formats can be used over and over in numerous places.
- Click the
Custom Format button
to open the Custom Format window, where Users can
create a Custom Format to use only for this scenario. A Custom Format has many
of the same properties as a Stored Format, only it does not have a name or
description, and is not managed through the Stored Format Manager.
-
Select OK.