Data Types

Custom Fields are templates for information required by a Matter. They will ask the user a question, such as, "what is the property's price?". The Custom Field's Data Type defines how the user is able to answer this question. To learn more about Custom Fields, please refer to this help article.

Example

The Number Data Type will permit numerical values and a single decimal point.

  • Number is just one example of a Data Type. Below will explain each Data Type to you.
  • Note - if you are changing the data type on a matter, you may loose any existing data saved to that matter. Always double check before you change the data type.

Checkbox

This Data Type allows the user to tick a checkbox to answer  true. An example of when Checkbox might be used is when the user is asked to confirm they have read and understood information, such as your firm's Terms and Conditions.

The Data Type has two states; unchecked (false) and checked (true). By default, the checkbox is set to unchecked (false). In this respect, it differs to Yes or No (see below) as it does not have an undefined state.


Date

This Data Type allows the user to select a date  without a time from a calendar field in the DD/MM/YYYY format.

If choosing this option when creating a  Custom Field, a new checkbox will open that allows you to define whether the date is displayed within InTouch's calendar. If the date is to be displayed, a calendar colour should also be chosen.

It is possible to customise how the date is formatted within  Document Templates and Email Templates using the #datetime Data Helper.


Date/time

This Data Type allows the user to select a date  without a time from a calendar field in the DD/MM/YYYY format.

If choosing this option when creating a  Custom Field, a new checkbox will open that allows you to define whether the date is displayed within InTouch's calendar. If the date is to be displayed, a calendar colour should also be chosen.

It is possible to customise how the date is formatted within  Document Templates and Email Templates using the #datetime Data Helper.


Drop Down List

This Data Type allows the user to select one answer from a drop down list. By default, the first answer from the list will be selected. In this respect, Drop Down List differs to Radio(see below) as it does not have an undefined state.

If choosing this option when creating a  Custom Field, an Options field will open. Enter the possible answers into this field, each on a separate line. There is no limit to the number of answers that can be provided.


Number

This Data Type allows the user to enter any number and a single decimal point. This will be treated as a real number and can be used within  #calc calculations.


Radio

This Data Type allows the user to select one answer from a radio list. By default, the answer is set to an undefined state.

If choosing this option when creating a  Custom Field, an Options field will open. Enter the possible answers into this field, each on a separate line. There is no limit to the number of answers that can be provided. However, if providing four or more answers, it is advised to use the Drop Down List (see above) Data Type.


Text

This Data Type allows the user to enter any combination of letters, numbers or symbols into a single line. This option should be used if the anticipated answer will be under five words long.

If choosing this option when creating a  Custom Field, a new field called Example will appear beneath. This is a useful way to demonstrate to the user how they might answer your question.


Text Area

This Data Type allows the user to enter any combination of letters, numbers or symbols into a large text box. This option should be used if the anticipated answer will be over five words long. Although the user is able to separate their text with paragraph breaks, it will be saved to InTouch as a single text line.


Yes or No

This Data Type allows the user to answer  Yes or No. By default, the answer is set to an undefined state.


Currency

This Data Type allows the user to enter a currency field. This field type allows the users to enter one comma and a decimal point. If the user does not enter a comma, this will be automatically added for them.

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