OVERVIEW
This article details information about each custom form field type available.
| Field Type | Details | Module Required | Additional Configuration Options |
| Accountable Form Register | Allows selection of an accountable form register (useful for creating requests for an accountable form) | Accountable Forms | Select the accountable form type. |
| Amendment History | Grid showing the amendment history of this application, including links to all versions | Core | |
| Authorities | Section holding one or more of workflow authorities. | Core | Select to display individual authority(s) or all authorities that aren’t specified in another authority field. |
| Break | Adds whitespace between fields | ||
| CabCharge – Internal User | User selection field specifying the staff member who will receive the issued CabCharge ticket(s) | CabCharge Integration | Group: Restrict selection to a specific group of users.
Role permissions: Indicate whether this user has visibility of this application, or it is strictly hidden from them (irrespective of any other permissions) |
| CabCharge – External Person | Short text style entry field specifying the name of the external person receiving the issued CabCharge ticket(s) | CabCharge Integration | Answer length: 1-4000 characters |
| CabCharge – Recipient Mobile (Digital Only) | Mobile phone number of the CabCharge ticket(s) recipient, used when issuing to mobile phone, defaults from “Internal User” field, where available. | CabCharge Integration | Answer length: 1-4000 characters |
| CabCharge – Recipient Email (Digital Only) | Used for external recipients (where an Internal User field has a value, their email address will be used by default) | CabCharge Integration | Answer length: 1-4000 characters |
| CabCharge – Product Type | Allows selection of the CabCharge product for issue | CabCharge Integration | Select the product type(s) available
Select the default product type |
| CabCharge – Account (Digital Only) | Selection of which CabCharge account the issued ticket(s) will be against | CabCharge Integration | Optionally select the account(s) available, and the default account |
| CabCharge – Number of Trips | Indicates the number of trips for the CabCharge product selected | CabCharge Integration | Allows specification of input mask, minimum value, maximum value and default value |
| CabCharge – Expiry (Digital Only) | Date field that specifies when the issued CabCharge tickets expire | CabCharge Integration | Default date value. |
| CabCharge – Issue Method (Digital Only) | Indicates how the CabCharge products will be issued (email or SMS) | CabCharge Integration | Optionally select which options are available, and the default option |
| CabCharge – Max Value per Trip (Digital Only) | Indicate the maximum value of any given trip in the issued CabCharge product | CabCharge Integration | Allows specification of input mask, minimum value, maximum value and default value |
| CabCharge – Trips Taken (Grid) | Displays a dynamic grid that shows all trips taken against all CabCharge products that were issued against this approval | CabCharge Integration | |
| Compliance Category | Inserts a control allowing selection of all compliance categories in the instance (managed via Settings > Applications and Records > Non-Compliance Settings > Categories tab) | Non-Compliance | |
| Compliance Question | Inserts a control allowing selection of all compliance questions in the instance (managed via Settings > Applications and Records > Non-Compliance Settings > Categories tab) | Non-Compliance | |
| Compliance Framework | Inserts a control allowing selection of all compliance frameworks in the instance (managed via Settings > Applications and Records > Non-Compliance Settings > Framework Groups tab) | Non-Compliance | |
| Compliance Requirement | Inserts a control allowing selection of all compliance requirements in the instance (managed via Settings > Applications and Records > Non-Compliance Settings > Framework Groups tab) | Non-Compliance | |
| Control | Inserts a control allowing selection of all compliance controls in the instance (managed via Settings > Applications and Records > Non-Compliance Settings > Controls tab) | Non-Compliance – Advanced Mode | |
| Complex Field | Inserts a complex field | Core | Selection of the complex field to use, and its display format (form or tabular/grid) |
| Contacts | Inserts a dynamic Contacts control, allowing specification of individual party(s) linked to an application. Contacts can be given specific permissions. | Core | |
| Cost Centre | Inserts a cost centre selection field, with values specified in Settings > Finance Settings > Cost Centres tab | Core | Can optionally specify “Associated user field” – upon selection of a user, this field will default to the given user’s cost centre |
| Date Picker | Inserts a date picker control, allowing specification of whole dates in an easy calendar selection format | Core | Default value (fixed date)
Validation required option, where dynamic values can be specified such as “must be after today” and a message to display when the validation fails. |
| Expenditure Grid | Inserts a comprehensive expenditure grid which allows threshold-calculated authority conditionality (i.e. ensures that authority selection fields only allow staff with suitable delegation). | Core | Initial rows – the starting number of rows displayed in new forms.
Additional configuration available in “Expenditure” tab in Form Settings |
| File upload | Inserts a control that allows attachments to be appended to a form | Core | Upload mode:
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| Form Reference | Control that allows searching for and linking to a form of any other type in the system | Core | Module selection, specifying which module type to allow linkage to |
| GL Code | Inserts a GL Code selection field, with values specified in Settings > Finance Settings > GL Codes tab | Core | |
| Hours and Minutes | Control that allows specification of a value in hours and minutes format, e.g. “52:30” would be 52 hours, 30 minutes. Note that this is different from a time picker that allows selection of a valid time (not greater than 23:59). | Core | |
| Items | Inserts control that allows creation of, selection of, and display of all relevant linked Items
Note: This functionality is being deprecated. |
Items | Select the item type in question |
| Level / Classification (Definable Term) | Only available when Level is enabled in User Settings. | Core | |
| Links (Inbound) | Shows a list of all forms and places in Lighthouse where this item has been linked using a Form Reference field. | Core | |
| Long Text | Multi-line free-text entry field | Core | Answer length: 1-4000 characters. |
| Lookup List | Inserts a rich, searchable lookup list control |
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| Multi-Select List | Inserts a checkbox list, allowing quick selection of zero or more options | Core | Values: specify the answer values, one per line
Default Value: optionally specify zero or more default (checked) values |
| Note | Inserts formatted text at this location | WYSIWYG rich HTML editor for content | |
| Monitoring Mechanism | Inserts a control allowing selection of all compliance monitoring mechanisms in the instance (managed via Settings > Applications and Records > Non-Compliance Settings > Monitoring Events tab) | Non-Compliance – Advanced Mode | |
| Numeric | Inserts a formatted number picker “spin edit” control | Core | Allows specification of input mask, minimum value, maximum value and default value |
| Organisation Unit | Inserts a rich Organisation Unit selection control, allowing selection via searchable hierarchy, including selection based on a previous date (e.g. select the org unit that was current as at a previous date) | Core | Can optionally specify “Associated user field” – upon selection of a user, this field will default to the given user’s org unit |
| Payment Managers | Inserts a grid and selection control for Payment Managers, used in conjunction with the Expenditure grid | Core | |
| Risk level | Inserts a rich risk selector control, formatted with defined Risk Matrix settings (available in Settings > System Settings > Risk Matrix) | Risk | Optionally specify which risk matrix (“Risk Type”) to use, restricting selection to only risks of this type |
| Short Text | Single line free-text entry field | Core | Answer length: 1-4000 characters. |
| Single Select List – Drop Down | Inserts a checkbox list, allowing quick selection of zero or more options | Core | Values: specify the answer values, one per line
Default Value: optionally specify zero or more default (checked) values Validation required option, where dynamic values can be specified such as “must be after today” and a message to display when the validation fails. |
| Single Select List – Radio | Inserts a checkbox list, allowing quick selection of zero or more options | Core | Values: specify the answer values, one per line
Default Value: optionally specify zero or more default (checked) values Validation required option, where dynamic values can be specified such as “must be after today” and a message to display when the validation fails. |
| Submitter Details | Inserts a record of the submitter details, including a popup for any declaration they agreed to. | Core | |
| Time Picker | Inserts a control that allows specification of a valid clock time | Core | Optionally specify the default value |
| User Selection | Inserts a smart user select control, allowing for searching and specifying a user known to Lighthouse | Core | Group: Restrict selection to a specific group of users.
Role permissions: Indicate whether this user has visibility of this application, or it is strictly hidden from them (irrespective of any other permissions) |
| Yes/No | Pre-formatted “Yes” or “No” selector | Core | Default Value: optionally specify “Yes” or “No” as a default |
If you have any issues navigating Custom Form Field Types, feel free to contact us at helpdesk@lighthousegrc.software