Using Base Fields

Base fields are used when defining fields for an Entities record. Instead of manually setting all characteristics for a field, using a base field saves time by defaulting all options automatically based on the original configuration of the base field.

1. Open a new Fields record from the Fields tab of an Entities record.
2. On the General tab, select a Base Field from the list. This list contains all base fields currently set up within the system.
   • When the base field is selected, the new field automatically obtains the base field's default options, values, and other characteristics. Any of these characteristics may be modified.  
     
     
3. Enter a Name for the new field.
   • The name does not automatically flow down from the Base Fields record since a field name should be configured on a field-by-field basis.
      
4. If the entity contains multiple base tables, select a Base Table for the field from the drop-down list.

5. Save and close the Fields record once all characteristics have been defined as necessary.

   When a base field is selected on the Fields record, the characteristics of the base field overwrite any existing settings for the Fields record except for the Name, Display Name, and Description (if they are not blank when the Base Name is selected).