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.

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 list.
  3. Select Plain Text or Rich Text. 
  4. If you selected Plain Text, define these properties:
    Option Description
    LengthSelect to define a specific length for the field. Then, provide the maximum number of characters the field can contain.
    Max AllowedSelect to allow the maximum number of characters in the field (creates a "text" field type in SQL Server).
    Max SearchableSelect to allow the maximum number of characters for searchable text fields (creates a "varchar 4000" field in SQL Server).
    Allow Multiple LinesSelect to allow the field to contain two or more lines of text.
    Allow Spell-CheckSelect 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.

    FormatSelect 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: Select the ellipsis ellipsis to open the Stored Format Manager, where you can select an existing format or create a new one.
    • Custom Format: Select 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 CSMQuick 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.