1. Field Overview

• The specific information of each object is carried by fields. Enterprises can add corresponding fields for data maintenance according to business needs. An object can support up to 500 fields.
• New Field Entry: Admin background - Object management - Preset/custom object management, select an object that needs to be configured and click Add Field
• Currently supports 32 field types and 3 business components. The applicable conditions of each type of field or business component are shown in the table below:

1.1 Field Basic Attributes

1. The field name and API name of the custom field: the field name cannot be repeated in this object, and the API name is mainly provided for developers to use. If it is not necessary, it is recommended not to modify it.

2. Default Value: You can set a default value for each field, and the default values ​​set for different field types are different.

• Single-line text, multi-line text, percentage: You can enter a piece of text as the default value of the field, or enter a formula to calculate the default value.
• Rich text, email address, URL: only one paragraph of text can be entered as the default value of the field
• Number, amount fields: You can enter a calculation formula as the default value. The fields that can be selected to participate in the calculation are the number and amount type fields defined in the current object. For example: sales order amount = quantity * unit price, when editing the value of quantity and unit price in the new/edit interface, the sales order amount is automatically calculated.
• Boolean value: can be set to have "yes/no" as the default value; option value supports modifying the name.
• Mobile phone: Support setting default value, the default value can only be the mobile phone/telephone type field in other objects in the lookup relationship.
• Single choice, multiple choice: You can set an option value as the default value.
• Date, DateTime, Time: A calculation formula can be entered as a default value.

3. Prompt information: You can set some prompt information for this field, which can be seen on the new, edit, and detail pages.

4. Whether to allow duplication: If you select 'No', the uniqueness of the data will be verified, and the values ​​of this field are completely consistent and cannot be created, edited, saved, or imported.

5. Is it required: Select 'Yes', this field must be filled in scenarios such as creating, editing, and importing, otherwise it cannot be saved.

1.1.1 Main-sub Field

1. Field Description: In the one-to-many relationship between the main business and the detail business, this field can be added to the detail business object. After the addition is complete, you can choose to create details in batches at the same time when creating a new main business. The data permissions of the detailed business are consistent with those of the main business.

2. When you can set a new main business, the subordinate business is required.

3. A master object can set up to 5 slave objects. An object only supports setting one master-detail field.

4. The master-slave relationship cannot be set to multiple levels. For example: C is a child object of B, and the B object cannot set the master-slave field.

5. Cascading operations: invalidate/recover/delete subordinate objects synchronously when invalidating/recovering/deleting primary objects. The modification records of the subordinate objects will be displayed synchronously with the modification records of the master object.

6. The master and slave data states are fully synchronized, and when [voiding/locking/unlocking] the master object, it also synchronizes [voiding/locking/unlocking] the slave object.

7. Slave objects (both master and slave are created at the same time) cannot configure the approval flow separately, and the change of the slave object will trigger the approval of the master object. Any change of the slave object will trigger the approval of the master object, and the change content of master and slave can be displayed simultaneously in the approval process.

8. You can never create mapping rules independently, and you can map both master and slave at the same time.

9. When creating/editing a master-slave, the sorting of slave objects can be customized, and the sorted results can be displayed on the list page

   Note:
   1. This function does not currently support the following objects (the following objects have a sorting field to set sorting): commodity, product, specification, specification value, price list details, and unit;
   2. Mobile phone sorting is not supported for now, and the mobile phone will display the sorting results according to the web side;
   3. The template printing results will also be displayed according to the sorted results.
   4. The number of slave objects is 200 by default. If you need to increase the number of slave objects, you can purchase resource packs for slave objects. Each resource pack contains 100 slave objects. You can purchase up to 3 resource packs.
   

1.1.2 Statistical fields

1. Field description: Support to create a new object in the master object of the association relationship and master-slave relationship, and perform statistical operations on the slave object itself or a certain field.

2. Support statistical methods

• COUNT (count): the number of statistical data, such as the number of contacts under the customer.
• SUM (summation): Count the sum of a certain field, such as the total amount of products under a sales order.
• MAX (maximum): Count the maximum value of a certain field, such as the maximum amount of business opportunities placed by customers.
• MIN (minimum): Calculate the minimum value of a certain field, such as the lowest sales fee for a customer.
• AVG (average): Calculate the average value of a certain field, such as the average discount of the order product.

3. Support setting filter conditions:

• Statistical fields with filter conditions will not appear in the object's new/edit interface.
• Fields referenced by filter conditions will not be disabled.
• The system needs to recalculate all data when the filter conditions are changed. Do not modify the filter conditions frequently.
• Statistical field filter conditions support finding related fields as conditions.

4. Support calculation rule configuration: calculation rule setting, support rounding, up value, down value; when the statistical result is empty, the default is empty (display --), the default is 0

1.1.3 Calculation Fields

• The insertion field of a calculated field can support inserting radio, single-line text, multi-line text, time, URL, Boolean value, mobile phone, number, percentage, mailbox, person, calculated field, and statistical field, which can be calculated as variables.
• Calculated fields support finding the calculated fields of associated objects. Note: To find the statistical fields of associated objects, you need to count common fields
• Calculated fields support referencing to find statistical fields of associated objects
• The default value formula supports finding calculated fields of associated objects
• Support for inserting functions when setting formulas for calculated fields and default values ​​of preset objects.

1.1.4 Reference fields

• Support cross-object data value, and display the information of a certain field of one party in the many parties in the one-to-many relationship.

• Reference fields will be displayed on new, edit, detail and list pages.

• The difference from the default value: the reference field will change with the value of the field it refers to, but the default value of the field will not.

  Tips: If the reference fields refer to the search association fields, department fields, and personnel fields of the reference search association object, they do not support filtering, and other field types can be configured in the field management to support filtering.
  

1.1.5 Image Fields

• The picture field supports watermark photography, and the watermark content supports customization
  • Three variables are preset by default: current user, current time, current address
  • The maximum number of watermark fields cannot exceed 5, and the selected fields in the watermark cannot be added repeatedly

• The image field supports the maximum and minimum number of uploads

• Support OCR text recognition

  Tips: OCR Instructions
  1. To enable the OCR capability in the image type, you need to select the recognition type and create a field where you want to store the recognition information
  2. Next, find the details page of the object (or create a new edit page layout) > UI Events > Data Update Events, and use the image field with the OCR capability just configured as the trigger field
  3. Add functions, each type of OCR recognition has a corresponding template function
  4. After selecting the template to replace the field variables, save the function and save the layout after the replacement
  

1.1.6 Find associated fields

• Supports the formation of a 1-to-many relationship between 2 objects, and finds associated fields in the multi-party definition.
• Support setting the data range that can be selected for searching associated objects: all, according to conditions

• After setting: The data that can be selected for association must meet the conditions; on the details page of finding the associated object, create new related object data, check whether the data meets the filtering conditions, and if it does not meet the requirements, you cannot create new related data.
• Support setting the default value: for example, the order is associated with the customer, and the payment is associated with the order and the customer (order, customer, and payment have a triangular relationship). When you want to create a new payment, select the order and bring the customer name of the order to the payment. The customer name field of the customer name field, you can set the default value in the customer name field under the payment return, and the value is the customer name field under the order.

• Support [based on custom function] to set the range
  • Only one custom function can be added to a setting condition, and the return value of the function must be a data set.
  • The number of return values ​​of the function shall not exceed 500. If it exceeds, the first 500 data will be returned.

• Search related fields support setting filter conditions according to the search related fields of the main object as conditions
  • Scenario 1: After the customer places an order, when the manufacturer delivers the goods, the delivery details can only select products under the corresponding order to be delivered, that is, adding order products to the delivery order details supports filtering according to the corresponding order
  • Scenario 2: The quotation is transferred to the order, and the product added to the order product needs to be added within the product range in the quotation details

1.1.7 Sign-in Component

• After adding the sign-in component, you can perform sign-in/check-out.
• You can set whether to enable sign-out according to your needs.
• Check-in component can set target value and tolerance range.
• Record where, when, and for how long the business was conducted.

1.1.8 Collection Component

• Add a collection component to the custom object, so that the object can directly have the function of collecting money to the enterprise wallet.

  Tips: Instructions for use
  1. The enterprise needs to bind a third-party account (WeChat, Alipay) in the enterprise wallet
  2. After accessing Alipay or WeChat payment, both the QR code collection and Dianhutong application can use Alipay payment or WeChat payment
  

1.2 System Standard Fields

• System standard fields: After each object is created, there are "main attribute", "person in charge", "main department of the person in charge", "business type", "life state", "belonging department", "creator", "Creation time", "Last modification person", "Last modification time", "External responsible person", "Lock status" 11 system standard fields, among which "Main attribute", "Person in charge", "Belonging department" support editing , and the rest of the fields are not editable.

2. Set Field Dependency

• Usage Scene: When you need to generate a dependency on two fields, such as setting a personalized industry classification, you can use the field dependency.

• Usage: First create all the optional fields of the first-level industry and the second-level industry, and then establish the relationship between the two fields in the field dependency.

  Tips:
  1. The parent field can only be a single-choice field, and the child field can be a single-choice field or a multi-choice field.
  2. Up to 10 levels of dependencies can be set.