Field types
Planon ProCenter supports different field types. For an overview of field types refer to the table below:
Field type | Description | ||
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Text field | Enter free text. The length of the text field is limited. | ||
Comment field | A comment field is used to enter comments of any length. | ||
Reference / pick list field | Select an option from a predefined pick list. Instead of selecting a value from a pick list directly, you can select a value from a pick list through auto suggestions. The auto-complete feature allows you to enter partial text and displays matching results. You can then select the correct value from the suggested list. A maximum of (first) 10 items are displayed. Select one of the options from the results displayed. If you want to hide the list, press the ESC key on your keyboard, the cursor moves back to the end of the entered text. Each element in a pick list is linked to a code and description. In pick lists containing codes, however, you must enter a code. Do not use a description in these fields. It is possible to use search options in pick lists. You can search by the code and/or the element’s description. When performing a search request, it is necessary to select one of the available operators. For more information on the available operators refer to Search operators. In some pick lists, it is possible to use predefined filters. Use the radio buttons to select the appropriate filter option. In a multiple pick list, multiple options can be selected at the same time. An example of a multiple pick list is the Person type list. A person can have several roles (= person types) in Planon ProCenter, so it is possible to select more than one person type. | ||
Numerical field | Enter numerical data. | ||
Date field | Enter a date from a date picker. The following date formats are supported: • For English users: mmddyyyy / mmddyy / mmdd • For non-English users: ddmmyyyy / ddmmyy / ddmm If you do not enter the year, the current year is added to the date. You can also enter the date in numeric format in the Date-time field. The date is converted to the appropriate format automatically based on the regional settings of the user.
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Time field | Allows you to enter the time using the built-in date picker. Time can be specified in hours, minutes and seconds. | ||
Date-time field | Allows you to use the built-in picker to select a date and time. You can also enter the date and time in numeric format. For example, 10182012 14:40. For more details on entering a date in numeric format, see Date field. If you enter only the date, and not the time, and then tab out of the field, the time is displayed as 00:00. However, if you specify a default time, the time is calculated automatically and added.
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Multiple time zone field - property | If the multiple time zone functionality has been activated, data in date-time fields that is directly related to a property, will be derived from the property's time zone. | ||
Multiple time zone field - user | If the multiple time zone functionality has been activated, data in date-time fields that is directly related to a user account, will be derived from the user's time zone. | ||
Period field | A period can be specified in minutes, hours, days, weeks, months or years. A period field is often used in conjunction with date fields. | ||
Link field | By means of a link field, a file that has not been created in Planon ProCenter may be linked, for example an AutoCADdrawing or a Microsoft Excel document. You can view this file by clicking the  button.In Web Client, when WebDAV is used, the WebDAV location will not be displayed, only the folder excluding the folder specified in file location and file name will be displayed. | ||
File upload field | Using a file upload field, a file can first be retrieved from a source location and then sent to a target location (specified in System Settings > File locations). Only the file path relative to the WebDAV location is displayed and not the full WebDAV location. See also Uploading a file. | ||
Life cycle aware fields | The fields which can have multiple life cycles are called life cycle aware fields. For example, Contract, Contract line and Rentable unit. The value displayed in the field depends on the reference date. When the reference date is turned off, the icons are highlighted in red color and a tooltip is displayed to warn the user. | ||
Document (secure) | In the Document (secure) field authorized users can view a document that is stored at a secure file location, without accessing the actual secure file location itself. Users with Read/Write rights for this field can even upload documents to this secure location. The maximum file size is 20 MB. With Read rights users can view the document by clicking the button. With Read/Write rights users can view the document and edit it in a temporary directory on their local machine. The edited document can then be uploaded back to the secure location via the folder button.Only the file path relative to the WebDAV location is displayed and not the full WebDAV location. Application behavior: • When you upload a document with the same name (again), it will overwrite the existing document and will prompt a warning message asking to confirm the action. • When you upload a new document (with a different name), it will overwrite the existing document on disk. • When you delete a document, it will not only be deleted from the record, but also from disk. • When you copy a record containing a secure document, also the document on disk will be copied. | ||
Money field | Allows you to enter monetary amounts. Planon Web Client automatically adds the currency symbol and the required commas or decimal points.
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Internet address field | Allows you to enter an Internet address in this field. | ||
Image | This 'link field' allows you to link or redact a file that has not been created in Planon ProCenter, for example a drawing or photograph. You can clear, rotate, upload, or download the original image, or select an image file using the  buttons respectively. Click the  download icon to download the original image file. Planon supports the following image types: .jpg, .jpeg, .png, .gif, .tiff, .svg, .bmp, and .ico.To reduce overhead and improve scalability for viewing and downloading images, images are scaled while uploading. The original uploaded image is stored in WebDAV file location of Planon. For the extensions .jpg, .jpeg, .png and .gif, the uploaded image is displayed as a thumbnail and if you click on the image, it is displayed in its full size. When you click another image file type, the file is downloaded for security reasons. To download an image, place the cursor on the image > right-click >Save image as > specify Path and File name > click Save.
 Indicates that no image is selected. Indicates that the uploaded image is a document. Indicates that the selected image no longer exists. |