Field Settings - From top to bottom

We skipped the Field Definition screen before. Now we will go into detail on the options available. Here is the filled out form:

OptionMeaning
LabelThe label for the field.
Label PositionThe location of the label in relation to the data. Options are None, Left and Right.
R/C/H/WThe row, column, height and with of the field. Note that the values can be enterd in pixels or in units. A unit is equivalent to 25 pixels.
TypeThe type of data that the field will contain. A list of field types can be found here.
TableThe linked table when the field type is Key.
Limit ToThe sub type of data when the field type is Key.
WhenThe value for the limit.
CountThe number of entries allowed for the field.
DefaultThe default value for the field.
Read Only?If set, no data can be manually enetered by the user.
WF TriggerThe workflow to be triggered when the field value changes.
Choice/ColsThe list of choices when the field type is Choice or the columns when the field type is Dataset.
Limit to drop down?Limits the entry to those listed in Choice list.
TooltipThe default tooltip.
Fore ColorThe default color for the text. Not supported in all field types.
Back ColorThe default color for the background. Not supported in all field types.
Quick FindIs the field to be used in the Quick Find and Organizer?
In AnalyzeIs the field to be included in the Analyze screen?
Tracked?Any changes will be shown in the History.
(text underneath)Label to use when logging into History.
Mods?Any changes can be seen in the modifications drop down.
Is Type?The field is the Type designation for the object.
Is Bill To?The field is the Bill To field for the object.
Is Ext. Directory?The field is the external directory for the object.
ShadowThe actual data field. This is used to allow for the entry of the same data in multiple places.
DisplayThe portion of the shadow field to display.
BaseWhen the field is based on the value of another field, the field definition in which to base this field.

 

Here is the same field, except that the values are limited to the Address Book entry that is an Adjuster:

Click on the OK icon to complete the field addition.

 

Address Book and Things To Do/Appointments

If you create key type fields with the Address Book as the dataset, and set the Quick Find flag on in Things to Do, Appointments, Phone Messages and Office Memos, those items will appear in the Address Book Organizer for the person or company used in the field, for example:

Here we added the field Party, which is the name of the external party that needs to be involved in the Thing to Do. Now we can see all of the items that the person has open, by going into the Address Book entry for the person and clicking on the Organizer button:

Now, from the Front Desk, you can make sure that no items are open for the caller! This way not only are items tracked by the case (work product) but also for each individual that you do business with.

 

Address Book Extended Types

Key type fields with the Address Book as the dataset provide for an extended type:

TypeUse
SourceThis address represents the person or entity to which all the data refers to
eC AccessThe address is a login to the DMNSion Portal
 
WCAB Information (based on WCADJ field)
WC Applicant Attorney
WC Defense Attorney
WC Employer
WC Insurance Co
WC Claim Admin
WC Lien Claimant
 
Billing
3rd PartyThe person or entity for which the billing is being done (only one field of this type is allowed)
Medical Providerperson or entity for which the billing is being done (only one field of this type is allowed and cannot be used with 3rd Party)
Medical ReferrerThe referrer of the provider (only one field of this type is allowed)
 
eC Access
eC Access AppointmentThe dataset is an eC Access Appointment. Available to non Address Book datasets

NOTE: After adding an extended type filed, you must exit the eCandidus™ Desktop and re-start in order for all the changes to be recognized.

 

Extending fields via programming...

You can add C# code that will execute when the field value changes. This requires knowledge of C# and of the eCandidus API, which is fairly extensive. To give you a hint of what is available, here is a code snippet that can be added to the Appointments On field:

using(eCandidusService.Database.Object.CDBObject c_Obj = obj.GetObject(@"\WPID#1"))
{
    if(c_Obj != null)
    {
        eCandidus.Core.CStringArray c_Appt = new eCandidus.Core.CStringArray();
        c_Appt.Append(obj.ID.ToString());
        c_Obj.MakeHistory("Appointment changed to " + obj.GetValue(@"\On"), c_Appt, null);
    }
}

Please contact us for more information on this subject.

 

Next: Finishing the Addition