Adding First Published Date Fields

First Published Date fields automatically populate with the record's creation date.

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Task 1: Create the field

  1. From your application, go to Designer tab > Layout tab > Objects panel > click Add new.
  2. Select the field type, enter a name, and click OK.

    3. Field name guidelines:

    • If possible, keep names under 20 characters. For example, use Description instead of Description of the Asset.
    • Capitalize the first letter of each word in the field name. For example, use Predicted Impact instead of Predicted impact.
    • Avoid redundant wording in field names. For example, using the word Asset is unnecessary in the following series of fields: Asset Name, Asset Type and Asset Value.
    • Use noun-based field names whenever possible. Avoid verb-based field names, for example, Set Asset Name.
    • Do not use the names: Version, Level ID, or Content ID for fields that you add to an application or questionnaire. Field do not display properly with these names.
  3. In the General Information section, enter a description.

    4. Note: When you save the field, the system strips any HTML tags <?xm>l, <form>, <textarea>, <option>, <select>, <meta>, and <body> that you may have inserted in the description because they may constitute vulnerabilities in the system. The following example shows how you can correct the cascading style sheet (CSS) syntax for the <body> tag so that it will function correctly:

    <html>
    <head>
    <style type="text/css">.c0 { font-family: 'Arial' } .c1 { margin: 0px; background-color: #ffe4e1 } </style>
    </head>
    <body class="c0">
    <p class="c1">This is a text field.</p>
    </body>
    </html>

    Note: Do not use absolute positioning in HTML content.

Task 2: Configure options

In the Options section, select all of the following options that apply to this field.

Option

Description

Make this a searchable field

Makes this field available for display in all search results.

Display this field in global search results

Makes this field available for display in global search results. This option is only available if this field is set as searchable.

Display the time information with the data value

Displays time information (hours, minutes and the AM or PM designation) along with the data value.

Display the user information with the data value

Displays the name of the user who published the record along with the data value.

Display the contents of this field in the page header

Displays date first published or last published in the page header of records by default.

To remove it from display, clear the Page Header Display checkbox.

Task 3: Configure help text

Field-level help provides additional guidelines and instructions to ensure users enter appropriate information in the field. This Help text displays for users when they add, edit, and view records in the application where the field resides.

Consider the following general guidelines when writing field-level Help:

  • Use short, concise instructions that direct the user to take a specific action. For example, "Enter your name" is preferable to "This field is used to enter your name."
  • Use complete sentences whenever possible.
  • Avoid jargon (unless terms are critical and are familiar to your users).
  • Consider the technical aptitude of your audience, and author your help text at a corresponding level.
  • Use “you” and “your” as if you are speaking directly to the user.
  • Consider posing Help text in the form of a question, for example, "What is your level of interest?"

In the Help text section, do the following:

  1. Select a display option for both edit and view modes.
    2. Option

    Description

    None

    Help text does not display.

    Tooltip Icon

    Help icon displays beside the field in edit and view modes. Click this icon to display the field Help. The application dynamically sizes of the Help box based on the number of characters in the text.

    Field information on help icon hover

    Below

    Help displays below the field in edit and view modes.

    Field information below field

  2. If you are using help text, enter the text.

Task 4: Configure field access

Access rights determine whether all users or only select users or groups have access to the field.

In the Access section, do the following:

  1. Select Public or Private.

    2. Note: Key fields must be public.

  2. If you selected Private, maximize the pane and click Add to select the users and groups to whom you want to grant access.