Configure Custom Fields: Special Input Types

Several Special Input Types Custom Fields in SmartSimple require configuration beyond selecting the field type, such as setting a region for NAIC codes, building a data table in the Section Builder, setting up and scoring a question set, or pasting formatted content into a Special - Rich Text field. Apply the procedure that matches the field type and the behavior needed. For the full list of input type settings, see Custom Fields: Special Input Types Settings Reference.

Who: Global administrators

When to Use Custom Fields: Special Input Types

Use Special Input Types Custom Fields when:

• A NAIC code field must present codes for a specific country or for Europe.
• An ICD or NAIC code field needs to display its data on a map.
• An Advanced or Basic Data Table field needs rows, columns, totals, or calculations.
• A record must collect user-defined questions and calculate a score.
• Formatted content copied from Word or another application needs to be pasted into a Special - Rich Text field.

↑ Back to top

Configure a NAIC Code Field

A Lookup - NAIC Codes field presents NAIC codes as a standard organizational field for a company. When you enable the field, select the region whose codes the organizations in your site will use.

To choose a NAIC region:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the relevant Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click Custom Fields.
5. Click the New Field [+] button.
6. Select Lookup - NAIC Codes from the Field Type drop-down menu.
7. Locate the NAIC Region field and click the relevant option.
8. Complete the remaining field settings, and then click Save.

↑ Back to top

Configure the Data Table Custom Fields

Both the Special - Advanced Data Table and the Special - Basic Data Table fields use the Section Builder to define their structure. Create the data table field first, and then build its section.

Create the Data Table Field

To create a data table field:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the relevant Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click Custom Fields.
5. Click the New Field [+] button.
6. Select Special - Advanced Data Table or Special - Basic Data Table from the Field Type drop-down menu.
7. Complete the field settings, and then click Save.

↑ Back to top

Configure the Section Builder for a Basic Data Table

To configure the Section Builder for a Basic Data Table:

1. From the Edit Custom Field page, click the Section Builder [four-square] icon.
2. Click Number of Rows and enter a number.
   • Enter 0 to let users add rows dynamically, or enter a fixed number.
3. Click Number of Columns and enter a number.
4. Click Save to see the cell grid.
5. Click the column header cells.
6. Click the Caption field and enter the applicable information.
7. Click the CSS Class field and enter the applicable information.
8. Select a Validation option from the drop-down menu as needed.
   • If you select Number, Comma, or Percent, a Precision setting field appears.
9. Select a Type option from the drop-down menu as needed.
10. If Number of Rows is set to 0, the option to Show Total becomes available.
    • This adds a total row to the grid and calculates the total for the column.
11. Locate the Mandatory field and click the checkbox for any cell that should be required, and then click Save.

↑ Back to top

Configure the Section Builder for an Advanced Data Table

To configure the Section Builder for an Advanced Data Table:

1. From the Edit Custom Field page, click the Section Builder [four-square] icon.
2. Click the New [+] button to create a section for the table.
3. Click the Section Name field and enter a name.
4. Click the Number of Rows field and enter the applicable information.
5. Click the Number of Columns field and enter the applicable information.
6. Click Save.
7. Click the Cell Details tab.
8. Click each column header and row header. 
9. Click the Display Name field and enter the applicable information for each column and row header.
10. Select a Format option from the drop-down menu for each column header.
    • If you select Number, Comma, Currency, or Percent, a Precision setting field appears.
    • If you select Currency, set the column alignment to Right Align so values are easier to compare. This is also necessary when exporting the data to a PDF for printing.
11. Complete the remaining fields as needed, and then click Save.

↑ Back to top

Add Calculations to an Advanced Data Table

The Advanced Data Table supports calculations when the Currency or Number format is selected in the Section Builder. Reference a cell as [row,column] and combine cells with the supported operators: add (+), subtract (-), multiply (*), and divide (/).

1. Click a cell with the Currency or Number format.
2. Click the Content field and enter the desired formula.
3. Click Build.

↑ Back to top

Configure a Question Set Builder Custom Field

To let users who are not global administrators create their own questions on a record with responses stored in child records, first create the Question Set Builder custom field, then create the Question Set custom field. Additionally, scoring can be configured for each question set.

Create the Question Set Builder Custom Field

To create a question set builder:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the relevant Level 1 or Level 2 tab.
4. Locate the General Settings section and click Custom Fields.
5. Click the New Field [+] button.
6. Select Special - Question Set Builder from the Field Type drop-down menu.
7. Complete the desired field settings, and then click Save.
8. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
9. Click Open next to the applicable record, or click New [+] to create a new record.
10. Locate the Question Set Builder field and add the questions in the builder.

↑ Back to top

Create the Question Set Custom Field

To create a question set:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the relevant Level 1 or Level 2 tab.
4. Locate the General Settings section and click Custom Fields.
5. Click the New Field [+] button.
6. Select Special - Question Set from the Field Type drop-down menu.
7. Complete the desired field settings, and then click Save.
8. Locate the Question Set Settings section and select the Question Set Builder field from the Source Field drop-down menu.
9. Click Save.
   • The question set should now be visible to Level 2 fields under the Level 1 record.

↑ Back to top

Configure Question Set Scoring

Question sets can score responses. Scoring uses a Question Set Builder field, a Question Set field, a Scoring Results field, and a Level 2 formula.

Enable Scoring on a Question Set Builder Field

To enable scoring:

1. Click the edit [pencil] icon next to the applicable Question Set Builder custom field.
2. Locate the Feature section and toggle Enable Scoring on, and then click Save.
3. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
4. Click the record to open it, or click New [+] to create a new record.
5. Locate the Question Set Builder field and enter the Correct Answer and Score.

↑ Back to top

Configure a Scoring Results Field

To create the Scoring Results custom field:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the Level 2 tab.
4. Locate the General Settings section and click Custom Fields.
5. Click the New Field [+] button.
6. Select Special - Scoring Results from the Field Type drop-down menu.
7. Complete the desired field settings, and then click Save.

8. Navigate back to the Level 2 Configuration Settings, locate the Features and Options section, and click the Formula field. Enter the following formula, replacing mycustomfield with the Field Name of the Scoring Results field: 

   @level2.mycustomfield@="@evaluate_score()@";
   OR
   {{level2.mycustomfield}}="{{evaluate_score()}}";

   • Save a Level 2 record with several test answers to confirm the score and responses display correctly.

↑ Back to top

Paste Content into a Special - Rich Text Field

Pasting formatted content into a Special - Rich Text field can carry hidden formatting codes from the source application, which may not render correctly in every browser.

To create and paste content into a Special - Rich Text field:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the relevant Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click Custom Fields.
5. Click the New Field [+] button.
6. Select Special - Rich Text from the Field Type drop-down menu.
7. Complete the desired field settings, and then click Save.
8. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
9. Click the record to open it, or click New [+] to create a new record.
10. Locate the Rich Text field and enter the applicable text.
    • To paste and remove all formatting, paste as plain text by pressing Ctrl + Shift + V. This strips all formatting, converts paragraph tags to double line breaks, and removes hyperlinks, so reapply formatting after pasting.
    • To paste and keep formatting, paste by pressing Ctrl + V. This inserts the text with all formatting, which may not display correctly in every browser.

↑ Back to top