Use the Numeric field type to display numeric values, including calculated values, or track trending values. You can also define filters that allow users to search the field with more than one value.
When you configure numeric fields, consider the following:
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Set a maximum value of 9,999,999,999,999 and a maximum of 15 numeric characters, including characters after a decimal point. Set a value of up to 9,999,999,999,999 or a value of a maximum of 15 numeric characters, including characters after a decimal point.
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Numeric fields accept both positive and negative values of up to 13 digits prior to a decimal point and two digits after. For non-integer values smaller than the maximum allowed value, numeric fields accept values of up to nine digits prior to a decimal point and six digits after.
For example, the value 9,999,999,999,998.99 includes 13 digits prior to the decimal point and two digits after the decimal point. The value 999,999,999.999999, includes six digits, or the maximum number of digits that you can set after the decimal point.
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A value of None allows any number of decimal places (0-6) to be entered. A value of 0 (zero) does not allow any decimal places to be entered
On this page
Task 1: Create the field
- From your application, go to Designer tab > Layout tab > Objects panel > click
. - Select a field type from the drop-down list, enter a name for the field, and click OK.
- 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.
- In the General Information section, enter a description.
Field name guidelines:
Note: When you save the field, the system strips any HTML tags <xml>, <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 required field |
Designates the field as required and forces users to enter a value when adding or editing a record in the application. An icon indicates required fields to alert users that they must enter a value. |
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Display last modified data |
Displays the date and time of the field’s last update, and the name of the person who made the change. |
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Make this a searchable field |
Makes this field available for display in all search results. |
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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. |
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Require unique values |
Prevents users from entering an identical value in a field in separate records. |
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Make this the key field |
Designates the field as the key field in the application. Search results display the key field as a hyperlink, which users can click to view the details of a record. When you select this option, the required field and search results options are automatically selected. The key field must be on the page layout of the application. After saving the field, you can only clear this checkbox by selecting another field as the key field in the application. |
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Enable bulk update from search results |
Makes this field available for bulk updates from advanced search results. |
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Enable editing in search results |
Enables the field to be editable in search results and reports. |
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Enable trending options |
You can enable or disable trending to track status changes for the value of a numeric or values list field. You must set a duration period when enabling trending on the field. You can disable trending on a numeric or values list field that has trending enabled so that trending data is no longer retained for the field. An asynchronous cleanup job that runs once per day removes both expired trended data and any trended data for fields that the user has disabled trending. When trending is disabled on a trending-enabled field, the trending chart on the application layout is replaced with a Placeholder layout object with the same span properties.
By default, the value of this field is No Selection, but you must select a Duration Type when the Trending option is selected. If you click Apply without changing the value, a warning message displays. Click OK to return to the Options tab. For more information, see Trending. |
|
Display the field sum total on search results pages |
Provides a total of all values entered in the field on the Search Results page for an application or leveled application. The sum is only shown on Column-Hierarchical and Column-Flat report format types. When this option is selected, the total value appears in the last row of Numeric Field column. The summation value represents a grand total and displays on each page. |
|
Filtering based on a range of values in advanced search |
Allows users to filter search results by a range or ranges of numeric values. |
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Display advanced formatting options |
Displays the Advanced Field Display Options section, in which you can add descriptive text and alter the standard display of the field. You can set the following options:
|
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Format the numeric value using separators |
Formats the value using thousand separators. For example, if you enter the value "10000" in the Edit mode of the record, the value would be displayed as "10,000" in the View mode of the record. |
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Make this a calculated field |
Allows users to specify a formula to dynamically compute the field value. For example, you can use the following formula that populates the Date field with the current date: TODAY(). The calculated field displays as read-only for all application users. Each time the field is recalculated, the value updates. |
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Validate this field when any value changes in the record |
Designates that a field is validated whenever any value changes in a record. If this option is not selected, this field validates only when the value in this field has changed. |
|
Encrypt data at rest in this field |
See Encrypting Data for instructions. |
Task 3: Set configuration options
In the Configuration section, set the following options:
|
Option |
Description |
|---|---|
|
Decimal places |
Specifies the number of decimal places required for values entered in the field (maximum 6). Entering a value in the numeric field with fewer decimal places than the required number pads the value with zeros. For example, if you require 3 decimal places and you then enter a value of "4.1" in the field, the value displays as "4.100" when you save the record. On the other hand, if you enter a value in the field with more decimal places than the required number, you must limit the number of decimal places in the value to fit the field requirements before you can save the record. |
|
Negative display |
Specifies how the negative numbers display. Options include:
|
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Increment by |
Specifies the value by which the number is to increase or decrease. Available options are .01, .1, 1, 10, 100, 1000, or No Increment. |
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Minimum value |
Specifies the minimum values users must enter in the numeric field within a defined range, for example, 1-100. |
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Maximum value |
Specifies the maximum values users must enter in the numeric field within a defined range, for example, 1-100. |
|
Prefix |
Specifies the text (up to 10 characters) that appears in front of the numeric value. For example, when you enter "ABC" in this field, record displays "ABC123456." |
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Suffix |
Specifies the text (up to 10 characters) that appears after the numeric value. For example, entering "miles" labels the field value as a measurement of distance. For the tracking ID, you enter "XYZ" in this field. The tracking ID value for a record displays "123456XYZ." |
Task 4: Set a numeric range
In the Numeric Ranges section, set ranges of values that users can filter search results by. This task is available when you select Filtering based on a range of values in advanced search in the Options section.
When you select this option, you must define the numeric range and its values after the numeric field is configured. For example, a range named "High" might be mapped to the numeric range "8 - 10." The range name you define for the question is then displayed in the Filter by Value section of the Search Records page for the application. This allows users to search across a range of values for your Numeric question by selecting the range name as part of their filter criteria.
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To add a new range, click
. -
Enter a name for the range.
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In the Beginning Value field, enter the minimum value for the range.
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In the Ending Value field, enter the maximum value for the range.
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Click Save Range.
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Repeat Steps 1-5 for as many ranges that you would like to add.
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Click
to configure the range display order.
Task 5: 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:
- Select a display option for both edit and view modes.
- If you are using help text, use the Rich Text Editor to format the text as needed.
| 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.
|
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Below |
Help displays below the field in edit and view modes.
|
Task 6: 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:
- Select Public or Private.
- If you selected Private, maximize the pane and click
to select the users and groups to whom you want to grant access.
Note: Key fields must be public.