A Web Client profile can display global and folder-specific additional fields. The profile displays the field name and value. Fields configured to collect multiple values display the values separated with commas.
[A] Text field.
[B] Date field.
[C] List field that stores multiple values.
[D] Text field that stores multiple values.
[E] Number fields formatted with display masks.
An additional field can either display the value stored with the contact being displayed, or the value stored with the contact’s associated company (when the contact is a person).
Fields that store numbers can use display masks to format the field values. Fields that store dates automatically format the date according to the user’s regional settings.
Folder access rights determine whether a user can view or edit an additional field. Web Client profiles respect these rights; the fields will not appear in the Web Client for a user without read access. For details, see Web Client Profiles and Folder Access Rights.
Any additional field included on a profile can also be included in the summary version of the profile.
Normally, an additional field with no value still appears on the profile as a label. You can configure the field to be hidden if it is empty instead.
If you change the name of an additional field that is already included on a profile, the updated label will appear in the Web Client after the next cache refresh. However, the updated name does not appear in the Edit Profile dialog box in the Windows Client.
Note that language-specific fields cannot be added to Web Client profiles.
For details about using additional fields on profiles, see the following topics:
- Add an Additional Field to a Profile
- Using the Variable Field Additional Field Extension and Web Client Profiles
- Displaying Field Values from a Person's Associated Company (Employer)
- Formatting Numeric Additional Fields
- Web Client Profiles and Folder Access Rights
Add an Additional Field to a Profile
- Log in to InterAction Windows Client as a user with permission to create contact types.
- The Manage contact types permission is required to create or edit Web Client profiles. This is because profiles are typically created in conjunction with contact types.
- This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Web Client Profiles.
- Edit the profile you want to change, as described in Edit a Web Client Profile.
- Under Attributes, choose New. Select Additional Fields and Notes and choose OK.
- Select either Global or Folder-Specific.
- If you select Global, the Field Name list will include all existing global additional fields.
- If you select Folder-Specific, you need to choose the folder first. Choose the lookup button (
), find the folder, and choose OK. The Field Name list will then include all additional fields defined in the specified folder.
- For more about global versus folder-specific fields, see Folder-Specific and Global Data.
-
From the Field Name list, select the field you want to add and choose OK. The field will be added to the Profile Attributes list. The field will be added after the selected item in the list of attributes.
You can select multiple fields from the list. If you need to add several fields from the same folder, select them all, choose OK, then use the Up and Down buttons to arrange them in the desired order.
- If you want to configure the field to display the value from the contact’s employer, select it in the list and choose Edit. Select Get this field’s value from the associated company and choose OK. For details, see Displaying Field Values from a Person's Associated Company (Employer).
- If you are adding a date, number, or decimal field and you want to change the date/number formatting, select the field in the list and choose Edit. Select or enter a Display Mask and choose OK. For details, see Formatting Numeric Additional Fields.
- If you want the field to not appear on the profile if it has no values, select the field in the list and choose Edit. Select Hide this field when there is no value found and choose OK. For details, see Hiding Fields with No Values.
- If necessary, use the Up and Down buttons to move the field up or down to the desired position in the profile display.
- When you are finished adding information to the profile, choose OK to save the profile with your changes.
-
Choose Close to close the Manage Web Client Profiles dialog box.
Your changes become available in InterAction Web Client after the next InterAction Application Server cache refresh. For details about manually refreshing the Application Server cache, see Refreshing the Application Server Cache.
Using the Variable Field Additional Field Extension and Web Client Profiles
You can include an additional field configured as a Variable Field Additional Field Extension on a Web Client profile. The value displayed in the profile will be the field data as defined by the field’s format string. A format string defines how the separate “columns” of data stored in the field will be displayed. You configure a field’s format string when setting up the field in the Windows Client. For details about configuring format strings for a Variable Field Additional Field Extension, see Specifying the Display of Field Values.
Note that a field configured to use the Variable Field Additional Field Extension will not be editable in the Web Client. Users must use the Windows Client to enter and edit field values.
Hiding Fields with No Values
Normally an additional field appears on the profile all the time (provided the user has access to the field). If the field has no value, only a label appears.
You can select to hide additional fields that don’t have any values. In this case, the field label does not appear when the field is empty. Note that the hidden fields always appear on the edit page for the user to fill in with values.
Displaying Field Values from a Person's Associated Company (Employer)
An additional field on a profile can either display the value for the contact a user is viewing, or the value for the contact’s associated company (employer). This second option only applies when the contact is a person who is associated with a company. You can configure this for each field you include on a profile.
For example, the Client Personnel profile applies to people who work at a client company. The profile includes fields such as client number that are stored with the company, not the person. These fields are configured to display the value from the person’s associated company.
Therefore, when displaying the Client Personnel profile for the contact Jane Tarnoff, the client number field displays the client number for TeleNorth (Jane’s employer).
[A] All the data displayed in this profile comes from Jane’s employer TeleNorth Financial Services.
You normally only select this option when configuring a profile used for person contacts, such as Client Personnel. However, a Web Client profile can apply to both people and companies. In this case, the information displayed for a field depends on the type of contact the user is viewing:
- For a person, the profile displays the value from the person’s associated company.
- For a company, the profile displays the value for the company itself.
To configure an additional field to display the value for a person’s associated company:
- Log in to InterAction Windows Client as a user with permission to create contact types.
- The Manage contact types permission is required to create or edit Web Client profiles. This is because profiles are typically created in conjunction with contact types.
- This permission is granted using InterAction Administrator. For details, see Give Users Permission to Manage Web Client Profiles.
- Edit the profile you want to change, as described in Edit a Web Client Profile.
-
Under Profile Attributes, select the additional field you want to change and choose Edit. A dialog box with options for the selected additional field will appear.
- Select the check box Get this field’s value from the associated company and choose OK.
- Choose OK to save the profile with your changes.
-
Choose Close to close the Manage Web Client Profiles dialog box.
Your changes become available in InterAction Web Client after the next InterAction Application Server cache refresh. For details about manually refreshing the Application Server cache, see Refreshing the Application Server Cache.
Formatting Numeric Additional Fields
When placing a number or decimal additional field on a profile, you can define a display mask. This option changes the way the field values appear when the Web Client displays the values. It does not change the way the data is stored in the database.
For example, if you create a decimal field to store dollar values, you might want the number to always appear with a currency symbol and thousands separator, like this:
$20,345
InterAction stores this number in the database as simply 20345; the formatting is provided on display using the display mask. In this example, the display mask would look like this:
$#,##0;($#,##0)
Note that the Web Client uses both the display mask and the individual user’s regional settings to determine how to display the number. For example, you might configure a decimal field with the display mask #,##0.00 to indicate that you want both a thousands separator and a decimal point. This field would display the value 20345.62 as follows:
- A user in the United States sees 20,345.62 (a comma for the thousands separator and a period for the decimal point).
- A user in France sees 20 345,62. (a space for the thousands separator and a comma for the decimal point).
The display mask specifies that the number should include the thousands separator and decimal point; the specific characters used depend on the regional settings.
The display mask is stored with the profile, not the field definition. Therefore, if an additional field is used on more than one Web Client profile, you can use different display masks to format the value.
You can choose from several display masks for number and decimal fields. You can also create a custom display mask format if necessary.
Number Field Display Masks
The following table describes the built-in formats for number fields (integer fields).
| Format |
How it Looks in the Web Client (Note that these examples are shown using United States regional settings.) |
|---|---|
| #,##0 | Formats numbers with the thousands separator, for example: 1,234. |
| #,##0;(#,##0) |
Formats numbers with the thousands separator, and places negative numbers in parentheses. For example:
|
| 0 | Displays numbers without any further formatting, for example: 1234. |
Decimal Field Display Masks
The following table describes the built-in formats for decimal fields.
| Format |
How it Looks in the Web Client (Note that the examples are shown using United States regional settings) |
|---|---|
| #,##0 |
Formats numbers with the thousands separator and rounds the number up to the nearest whole number. For example, note the following:
|
| #,##0.00 |
Formats numbers with the thousands separator and includes two decimal places. If there are more decimal places, the number is rounded up. For example, note the following:
|
| #,##0;(#,##0) |
Formats numbers with the thousands separator, and places negative numbers in parentheses. Rounds the number up to the nearest whole number. For example, note the following:
|
| $#,##0;($#,##0) |
Similar to previous format, but also includes a dollar sign. For example, note the following:
|
| 0 |
Rounds numbers up to the nearest whole number. Provides no further formatting. For example, note the following:
|
| 0.00 |
Includes two decimal spaces. If there are more decimal spaces, the number is rounded up. Provides no other formatting. For example, note the following:
|
Custom Display Masks
You can type a custom number format directly into the Display Masks field.
Build number formats using the following building blocks:
| Building Block | Description |
|---|---|
| # | A digit, not including insignificant zeros. |
| 0 | A digit or zero. Changing the last “digit” in the format to 0 ensures that numbers smaller than 1 always start with 0, so you would get “0.12” instead of just “.12.” |
| . | Decimal point |
| , | Thousands separator |
| $ | Currency symbol |
| % | Displays the number as a percentage (multiplied by 100) |