Digital Field

1. Numeric Field Use Cases

Users of ShareCRM may need to enter numeric data such as age or order quantities and enforce limits on the number of digits.

Numeric fields provide an easy way to meet these requirements.

2. User Guide

2.1 Numeric Field Configuration

2.1.1 Basic Settings

• Field Label: Define this according to your business needs. It must not duplicate any existing field name within the same object.
• API Name: The system generates this automatically. Click the AI button to generate an API Name based on the translated label if needed.
• Description: Add a description for the field. This is visible only in the Admin Console and not shown in the front-end.
• Help Text: Help text provides information about this field. After configuration, it appears on the front-end new/edit page and the detail page. Configure hover-tooltips: On the detail page and the new/edit page, hovering the question-mark icon displays the field’s help text. Configure exposed display (new/edit page only): On the detail page the question-mark hover displays the help text; on the new/edit page the help text is displayed openly (not only on hover).
• Use thousands separator: If enabled, a value such as order profit 11111.00 displays as 11,111.00 on the front end (list pages, detail pages, new/edit pages). Print output does not show the thousands separator.
• Mask display: If set to Yes, you can add Roles. Once configured, users who are not assigned to those Roles will see the field value masked (** ) on list pages, detail pages, and when re-opening a completed record in the new/edit page.

2.1.2 Digit Precision Settings

• Maximum allowed digits = decimal places + integer digits. After setting the maximum digits and decimal places, front-end input for this numeric field is constrained according to the Admin Console settings.