Text Fields

Above is an example of fields used for adding a custom text field (“Edit Subject” in this case).

You will need 6 fields to configure a Text field in the UI.

IEN_CustTXT01_CRM – Add your CRM Field Name as a value.  This is the value for the field from your Data Source.  If you do not know the field name, you can look in the WSDL of the Data Source.  In the example, the CRM Filed Name for the subject line of an Email is “Subject”.

IEN_CustTXT01_ShowIn - Add a list of Notes Form Names here in which the field should be visible.  In the example, the custom field “Edit Subject” is only visible if the Memo is in the Email InBox in Notes.

You can add multiple form names as value, each field in quotes and separated by a colon, for example: v: = “EMAILINBOX” : “APPOINTMENT”.

The list of available forms are: “ALL”, “EMAILINBOX”, “EMAILSENT”, “APPOINTMENT”, “TASK”.

IEN_CustTXT01_Prop – This is a place-holder used to add the properties of a field.  By Default, we set this field only to determine if the field is mandatory (“ISREQUIRED=1” means field is Mandatory).

You may add more properties as you see fit.

IEN_CustTXT01_HideIf – This is a Backend field used to hide the field in UI based on value of field IEN_CustTXT01_ShowIn

IEN_CustTXT01_Lbl - This is where you add your own field label.  This label is what will be displayed in the dialog UI.

IEN_CustTXT01 – Plain Text field where the user may enter a new value from the dialog UI

If you need additional TEXT fields in the UI dialog, then copy all the fields shown above and paste them in the next row of the table.  You must rename the fields to a unique value.  An example is to change the number of each field up one (IEN_CustTXT02_CRM, IEN_CustTXT02_ShowIn, IEN_CustTXT02_Prop).

Also make sure to change values of all these fields and to add hide properties of IEN_CustTXT02_Lbl and IEN_CustTXT02 as shown below