A smart object's settings specify it's capabilities, how it is accessed, and which fields are available for reporting.

 

General

• Record Key - Specify the field or combination of fields that will be used as the record key, for import and remote get , upsert , post  perations.
  The options are:
  • Unique Random ID - 
  • {some field} - Choose one of the fields that have been defined for the object.
  • Combination Key - Select one or more fields, and add any text desired to separate them.
     
• Record Identifier - Choose a single field that will identify the record to the user in record list or report.
  • Select Custom Identifier to join the contents of one or more fields, plus any text needed to create something the user will recognize.
     
• Allow Notes to be added to Records - Adds an Activity tab to smart object records.
  Notes can be added to the record, and emails can be sent, and all activities are recorded.
   
• Allow Attachments to be added to Records - Allows users to attach files to the smart object records.

Reporting Fields

• In the Reporting Fields tab, select that fields that will be available for reports.

Display Order

• Choose which Smart Objects to display, and the order in which they appear.
• ​Edit the default order, and add additional orderings for selected profiles. 

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