Skip to content

Field Setup Properties


General Section

Data Type

  • Defines the type of data the field will store (e.g., text, number, date).

Name

  • Internal name of the field (e.g., Date-DD/MM/YY).

Description

  • Information-only note; appears in batch setup.

Regular Expression

  • Used to validate field input based on a custom pattern.

Characters it holds

  • Maximum allowed characters (mainly for VARCHAR).

Values Section

Value Input

  • Enter allowed values.

Add / Remove

  • Manage the list of valid values.

Force Match

  • Field input must match one of the listed values.

Case Sensitive

  • Enforce case-matching rules for entries.

Supported Data Types

  • VARCHAR – Text input. Used for names, IDs, remarks. Max characters defined.
  • INTEGER – Whole numbers only. No decimals. Used for quantities, counts.
  • DOUBLE – Decimal numbers. Used for prices, rates.
  • EMAIL – Accepts only valid email addresses.
  • DATETIME – Accepts valid date/time formats. Often validated by regex.
  • TABLE – Used for line-item or multi-row fields. Requires table/column configuration.

Regular Expression Profiles

Accessed by clicking Re. next to the Regular Expression field. This window helps define and test regex rules for validating field data.

Type

  • Select the data type for which the regex is being created.

Regular Expression

  • The pattern that defines valid input.

Ignore Whitespace

  • If checked, spaces in the pattern are ignored.

Test Input

  • Enter a value to test the regex match.

Buttons

  • Save – Save changes.
  • Save As – Save as a new profile.
  • OK – Apply the profile and close the window.

Guide Created by DevSoftUK Limited