Digital Field Usage Scenarios

When using ShareCRM, users often need to input numerical data such as age or order quantities, with requirements for digit limitations.

The digital field feature conveniently fulfills these needs.

Operation Guide

2.1 Digital Field Configuration

2.1.1 Basic Settings

• Field Name: Customizable based on business requirements, but cannot duplicate existing object names within the same entity.

• API Name: Automatically generated by the system. Click the AI button to generate a translated API Name if needed.

• Description: Add explanatory notes for the field. These notes are visible only in the Admin Console, not on the frontend.

• Help Text:

  • Enter contextual information about the field. This text appears on the frontend during record creation/editing and on detail pages.

  • Hover Tooltip Display: Field help text appears when hovering over the question mark icon on detail and create/edit pages.

  • Inline Display (Create/Edit Pages Only): Help text is shown inline during record creation/editing, while hovering displays it on detail pages.

• Thousand Separator: If enabled, values like 11111.00 will display as 11,111.00 on frontend views (lists, details, create/edit pages). Note: Printed outputs exclude thousand separators.

• Masked Display: When enabled, specify authorized Roles. Users without these roles will see masked values (**) in lists, detail pages, and post-creation edit views.

2.1.2 Digit Constraints

• Maximum Digits = Decimal Places + Integer Places. Frontend input fields enforce these configured digit limits.