Enhanced interface

Set advanced field properties

A field represents a record attribute. If you imagine an object as a table, a field is a column. Each field in a record within an object has a value, even if the value is null. For the object to function effectively, it needs the right kinds of fields, properly configured.

Subscription	Platform Services
Regional availability	All regions
User type	Business user with admin privileges (Full admin privileges)
Permissions	Permissions to the Platform Services application

Select the properties that fill the needs of your application. Not all advanced properties are available for every field type. Below is a table of advanced properties and brief descriptions about them.

Advanced property	Description
Index this field as part of the text search engine.	Choosing to index a field makes the contents of the field available for text searches. This option is useful for article fields in a content management system (CMS) or contact biographies in a CRM. If you select this property, your database space usage might increase if the field value changes often.
Track all changes to this field in each record's audit trail for a complete historical log.	Track all changes when you have a field that contains vital information that might need to be audited. Examples of such fields include an employee’s payroll or benefit status. Selecting this property might increase your database space usage if the field value changes often. The Track all changes to this field... option does not apply to system-generated fields.
Store values in an encrypted format.	Storing a value in an encrypted format can be useful for things like user passwords. Encrypted fields cannot be audited.
This field is required in all forms.	Requiring a field on every form for this object is used for vital items such as a record name or status.
This field can be used in filter expressions.	In list views, fields with this property have column fields that allow you to filter the column by this field.
This field can be used as a column in views.	In list views, Intacct can display fields with this property in a column. This option allows them to be part of sorting, totals, and filter look-ups.
This field can be used as a merge field in templates and formulas.	Selecting the merge field property allows you to use this field wherever you would set merge field data, such as templates, template documents, formulas, and links.
Do not allow duplicate values in this field.	Selecting this property ensures that every value in this field is unique. This is typically used on objects like contact lists for e-mail addresses or phone numbers and on product lists for SKUs and UPC codes.

Advanced properties available by field type

Below is a table of that describes the advanced properties available per field type.

A: Available for this field type.

D: Check by default for this field type.

Field type	Index as part of text search	Track all changes to this field	Store values in encrypted format	Required in all forms	Can be used in filter	Can be used as a column	Can be used as merge field	Do not allow duplicate values
Checkbox		A		A	D	D	D
Currency	A	A		A	D	D	D
Date	A	A		A	D	D	D
Date/time	A	A		A	D	D	D
Time	A	A		A	D	D	D
Decimal	A	A		A	D	D	D
Email	A	A	A	A	D	D	D	A
Integer	A	A		A	D	D	D
Percent	A	A		A	D	D	D
Picklist	A	A		A	D	D	D
Picklist (multi)	A	A		A	D	D	D
Radio buttons	A	A		A	D	D	D
Group of checkboxes	A	A		A	D	D	D
Text	A	A	A	A	D	D	D	A
Text area	X			A		D	D
URL	A	A	A	A	D	D	D	A
Auto-number	A	A	A	D	D	D	D	A
File upload	A	A		A		D	D
Shared image						D	D
Formula						D	D
Template						D	D
Document template						D	D
Template picklist				A	D	D	D
Related field
Integration link						D	D
Dependent picklist				A	D	D	D
Hidden input	A			A	D	D	D
IP address				A	D	D	D