XenDirect utilizes various field types for data entry, each with unique formatting requirements. This guide provides an overview of the different field types, how they function, and important considerations when entering data.
Field Types
Text Box
- Allows entry of alpha characters, numeric characters, and/or special characters (e.g.,
-
,#
,%
,@
). - Example: Client First Name, Client Last Name.
Memo/HTML Box
- Also called a Text Area field.
- Used for long text entries such as descriptions and notes.
- Some fields include an HTML editor (WYSIWYG) for formatting.
- Example: Course Description.
Microsoft Word Warning
- Copying from MS Word into an HTML field may introduce problematic formatting.
- Use the [Paste from Word] button in the HTML toolbar to remove unnecessary code.
Spell Check
- HTML fields have built-in spell check.
- Enable SCAYT in the spell check dropdown for automatic checking.
Drop-Down Lists and Select Lists
- Allows users to select predefined values.
Drop-Down List
- Click the drop-down arrow.
- Select an item from the list.
- Use auto-complete by typing the first few characters.
Combo-Boxes / Add-On-The-Fly
- Some lists allow users to add new items while in an Add/Edit form.
- Requires "Add" permissions.
Multi-Select Lists
- Allows users to select multiple items.
- Use CTRL + CLICK (or checkboxes) to select multiple values.
- CTRL + CLICK again to deselect an item.
- Example: Public Assistance at Entry (
TANF
andTANF Exhausted
selected).
Locked vs. User-Defined Lists
- Locked Lists: Users cannot add or edit items.
- User-Defined Lists: Users can add, edit, or delete items.
Checkboxes and Radio Buttons
Checkbox
- Represents Yes/No values.
- Click to toggle or use the spacebar when focused.
- Example: Workers Comp = Yes, Retired = No.
Radio Button
- Selects one of two options (
Yes
orNo
). - Click the button or use left/right arrow keys.
- Example: Retired = No.
Images
- Supports JPG and PNG formats.
- Mac users may need to re-save images using a different application (e.g., GIMP).
- Uploaded image filenames are modified to be unique.
Important:
- Upload images separately from other field edits.
- Do not modify other fields while uploading an image.
Phone Number Fields
- Requires Area Code and 7-digit number.
- Accepts two-digit Area Codes if a dash (
-
) is included. - Web Registration will automatically add the dash.
Required Fields
- Indicated by a red asterisk (
*
). - Must be filled before saving a record.
Course Code Pop-Up
- "Show List" button opens a course selection pop-up.
-
List can be filtered based on:
- Branch Profile’s Default Session.
- Characters entered before clicking Show List.
- Example: Entering
A
will filter courses starting withA
and Instructor Last Names.
Field Formatting
Date Fields
- Enter dates manually or use the Calendar button.
- Required format: MM/DD/YYYY.
Text Fields
- Supports letters, numbers, and special characters (
-
,#
,%
,@
). - Some number-looking fields are actually text fields (e.g., Client ID).
Memo Box Fields
- Supports paragraphs, special characters, and HTML.
- Built-in spell check available.
- Browser Compatibility: Spell check does not work in Internet Explorer.
Number Fields
- Accepts numeric values only.
- Some fields auto-format for you.
- Integers range from -2,147,483,648 to 2,147,483,648.
Examples:
Field | Example |
---|---|
Phone Number | 555-1234 |
Social Security Number | 123-66-5432 |
Tuition Fee | 119.00 |
Weighted Score | .50 |
Special Characters
- May affect sorting and searching.
- Avoid using special characters unless necessary.
- Do not use special characters as the first character in a field.
Time Fields
- Enter hours, minutes, and AM/PM.
- Both hours and minutes are required.
Conclusion
Understanding XenDirect’s field types and formatting ensures accurate data entry and efficient use of the system. For further assistance, refer to related articles or contact support.