Fields and Entities Settings

Every organisation wants the system to behave slightly differently. One wants customer codes that always start with CU-. Another wants the mobile number on the customer screen to be clickable so the sales team can dial it. A third wants the item lookup on a sales invoice to offer only the items that are actually for sale, and a fourth wants overdue invoices to show up red in the list.

None of that needs a programmer. It all lives on one screen — Fields and Entities Settings, reached from Basic → Settings — where an administrator writes a line describing the behaviour they want and which field or screen it applies to. The screen carries around forty of these settings grids, which is why the documentation is split across the pages below rather than crammed into one.

If you are new to this screen, start with the overview: it explains the handful of columns that appear on nearly every grid, and — just as importantly — when a change you save actually becomes visible to users.

🧭How It WorksThe scope columns every grid shares, how a line is matched, when changes take effect, and a map of all the settings grids.

Fields on the Screen

How a field looks, what tool the user gets to fill it in, and what the system accepts when they do.

🎨Field Appearance and Input WidgetsNumber masks, colours and text direction, rich-text editors, clickable phone and e-mail fields, signature pads, and scanner buttons.✨Icons and ColoursThe Icons tab — icons and light/dark colours for record types, drop-down values, and individual fields.🛑Input Rules and LimitsRequired formats and patterns, picklists of allowed values, read-only fields, row limits, and maximum field lengths.

Finding and Naming Records

Everything about the fields that point at other records, and how those records are searched, filtered and labelled.

🔎Reference Fields and LookupsWhich types a lookup offers, extra filters, how a record is labelled, extra searchable columns and codes, search speed, and what happens when nothing matches.🔢Automatic Coding of Master FilesBuild the code and names of customers, items and suppliers from a formula, with running numbers and branch prefixes.

Showing More Than the Record Holds

🧮Calculated Fields and Row ColouringAttach a query to a screen so extra information appears as an ordinary field or column, and colour whole rows by rule.

Records, Screens and the Outside World

🧩Record Behaviour and Screen BlocksWhat is cleared when a record is duplicated, detailed field auditing, discussion and related-document panels, and e-mail recipient types.🔓Lifting Built-in RestrictionsAllow blocked records on specific fields, relax the dimension consistency check, and make a record type public across all dimensions.🔌Integrators and Public LinksNamed web addresses that let external systems create, update or import records, and public links that hand a customer their own invoice.

Related Tools

🎚️Screen ModifierThis screen changes how fields behave; Screen Modifier changes where they appear — rearranging, hiding and renaming what is on a screen.🔐Security & PermissionsRead-only fields here are a convenience; real enforcement of who may see or change a field belongs to security.⚙️Global ConfigurationSystem-wide defaults that these per-field settings override.