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• • Linked Entity Field (optional): If you configured Linked Entity, select a field in the Linked Entity from the drop-down list; this field is used as the foreign key. In general, the Linked Entity Field is the ID field of the Linked Entity. Otherwise, you can leave this blank. Note that for a field to qualify as a Linked Field, it must meet the following criteria:
  • The Linked Field must be a primary key (the ID field) or a unique key in the Linked Entity. (This is a SQL Server requirement.)
  • The field in the Linked Entity must have the Is Required option is selected. (This is an Aptify requirement.)
    
    
• Values Tab: Configure the following settings:
  • GUIType Single Select: Select Supported.
    
    
  • GUIType Multi Select: If you want to enable the Multiple Selection dialog for In List filters, select Supported - Standard. Otherwise, you can leave this set to Not Supported.
    
    
  • Value List Type: Select SQL Statement.
    
    
  • Values Sub-Type: Add one Values sub-type record for this field. Enter the SQL statement to execute in the Values record's Value field.
    
    • For example, the following SQL statement returns the ID and Name of Applications records: SELECT ID,Name FROM APTIFY.dbo.vwApplications
    • A Data Combo Box form component includes a ValueField input property that determines which of the fields returned by the SQL statement is saved to the database. If the ID field is specified in the SQL statement, the Form Template Generator specifies the ID as the ValueField. If the ID field is not specified, the Form Template Generator uses the first field specified in the SQL statement.
    • Note that in the example above, the data combo field's SQL Data Type and SQL Field Size should match the settings for the Applications entity's ID field since that data value will be stored for the field. The field's SQL Data Type and SQL Field Size should match the values for the Data Combo Box's ValueField.
    • A Data Combo Box form component also includes a DisplayField input property that determines which of the fields returned by the SQL statement to display as the value on the form. If a Name field is specified in the SQL statement, the Form Template Generator specifies the Name as the DisplayField. If a Name field is not specified, the Form Template Generator uses the second field specified in the SQL statement. If only one field is specified in the SQL statement, then the Form Template Generator uses that field as the DisplayField.
    • During the entity save process, the system will prompt you if it detects an invalid SQL statement in a Values sub-type record.
    • You can also localize the values associated with SQL-sourced data combo boxes. See Localizing Standard and Data Combo Value Lists in the Admin Guide for  for more information.
      
      
  • Validation Tab: If marked as Required, the data combo box defaults to the first record in the list for new records. If marked as Not Required, the data combo box default to blank and the blank option remains available in the drop-down list.
    
    

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1. If one does not already exist, add a CurrencyTypeID linked field to the entity.
   • When configuring a money field that supports multiple currencies, you must specify the CurrencyTypeID linked field that will define the field's currency type. This can be either a linked field in the current entity or its parent (if a sub-type entity).
     
     
2. Open a new Fields record in the entity.
3. Enter a name in the Name field.
   • A field's Name cannot contain spaces or dashes.
     
     
4. The Display Name field populates automatically when you click off of the Name field. Modify this name as necessary.
   • The system uses the Display Name as the label for the column heading in list views. In other words, this is the name that users will see.
   • The Description field on the Info tab also populates automatically with the value you specified in the Name field.
     
     
5. Select money or smallmoney from the SQLData Type drop-down list.
   • The Supports Multiple Currencies option box becomes enabled.
     
     
6. Select the Supports Multiple Currencies option.
   • The Currency Type Field becomes enabled.
   • If you leave this option cleared, this money field is currency-agnostic (in other words, values in this field will not be treated as having a particular currency type).
     
     
7. Select a pre-existing CurrencyTypeID linked field from the set of available fields in the Currency Type Field drop-down list.
   • This field displays the set of available CurrencyTypeID fields already configured for this entity and its parent entity (for sub-type entities). Therefore, you must add one or more CurrencyTypeID linked fields to the entity before adding any multi-currency money fields.
   • When a user specifies a currency type on the entity's record, Aptify automatically knows that a value specified in this money field is expressed in the specified currency.
     
     
     
     
8. Continue configuring the field as necessary. See the instructions in General Steps for Creating a Field for more information.