Module 04 - Customizing Fields Flashcards
What is a field in CRM?
Attribute, in CRM. A column, in the SQL database in the table for the entity.
Each field in CRM requires two things, what are they?
A name that is unique and a type that describes the data that can be stored in the field.
What is the SQL data type equivalent of a CRM single line of text?
nvarchar(n), 2 times n bytes
What is the SQL data type equivalent of a CRM Option Set?
int, 4 bytes
What is the SQL data type equivalent of a CRM Two Options?
bit (yes no, true false, etc), up to 1 byte
What is the SQL data type equivalent of a CRM whole number?
int, 4 bytes
What is the SQL data type equivalent of a CRM floating point number?
float, 8 bytes
What is the SQL data type equivalent of a CRM currency?
money, 8 bytes
What is the SQL data type equivalent of a CRM decimal number?
decimal, 13 bytes
What is the SQL data type equivalent of a CRM multiple lines of text?
nvarchar(max), 2 times number of characters used bytes
What is the SQL data type equivalent of a CRM Date and Time?
date time, 8 bytes
What is the SQL data type equivalent of a CRM Lookup?
uniqueidentifier, 16 bytes, value links to another record (GUID)
What is the SQL data type equivalent of a CRM Image
uniqueidentifier, 16 bytes, value links to an image record (GUID)
When do you need a good understanding of the structure of the SQL database?
When you’re analyzing / improving performance.
What are single line text fields used for?
Text box controls containing small amounts of data.
Single line text format; email?
Validated to conform to an email address. Will open email in email client if clicked.
Single line text format; text?
Plain text, simple line.
Single line text format; text area?
General format for any text, multi-line scrolling text box.
Single line text format; URL?
Store text as URL to start separate browser window if clicked.
Single line text format; Ticker Symbol?
Display quote for stock ticker symbol, as link
Single line text format; Phone?
Supports automatic dialing through Microsoft Lync.
Max length of single line of text fields?
100 characters by default. Can enter value between 1-4000.
What is IME and what do you use it for?
Input Method Editor. Use it to enter Chinese, Japanese, Korean characters. Can active/inactive.
What are option sets and what are they also known as?
Displays list of options from which a user can select on option, aka. picklists.
What is a local option set?
Defined in an entity and cannot be used in other entities.
What is a global option set?
Defined outside an entity, can be used in multiple.
What does Use an Existing Option set do?
If set to yes, global option set will be used. If no, local option set to be defined.
What is the default value in an option set?
Default value. Unassigned value means field will be left blank when a user first opens the form.
What does the Options field do, in an option set?
Lets you add options.
What is the label for the option set?
When a new item is added to the option set, the label is what is presented to the user.
What is the value of an option set?
Each option set item has to have a value in addition to a label. The value is a number, and when the record is saved the number is stored in the database, not the label.
Description of an option set?
Not shown to user, but each option set item can be given a description.
Publishers have an Option Set Prefix property, why is this useful?
Used to generate values of the options added to option set fields in a Solution that is associated with that Publisher to avoid multiple Solutions from using conflicting Option set values.
Why does setting the two option field as Business Required it will have no effect?
Because the field cannot have an unassigned value anyway.
If you have to force users to decide between two options, what do you do?
Use option set with two choices, set the default value to Unassigned Value and requirement level to Business Required.
List view for two options option set is useful because?
You can see preview and toggle, as opposed to a check box, where the labels of the option are not displayed on the form.
If a whole number field is set to none as format, what shows?
Displayed as a number.
If a whole number field is set to duration as format, what shows?
Field displays list of duration options, displayed in the appropriate format. i.e. 24 hours = 1 day.
If a whole number field is set to time zone as format, what shows?
Drop-down with time zone values.
If a whole number field is set to language?
Drop-down with language values.
What is the difference between whole number fields and floating point number fields?
Floating point number fields can contain a decimal. Though they are subject to rounding and are inexact.
What is the difference between a decimal number field and a floating point number?
Decimal number field; value is exact, not subject to rounding.
Why does deciding whether to use Decimal numbers or Floating Point numbers require more thought?
Because decimals are stored in database exactly as they are specified, floating point numbers offer close approximation of value that is converted to a binary representation.