Custom Data (Admin)

This functionality allows administrative users to add, edit and disable groups of custom fields (properties) for any type of Contact record. Custom fields always belong to a Custom Field Group. The admin interface consists of 2 screens with several modes:

Background Info
---------------------
The current schema supports independent definition of DATA structures
vs. DISPLAY for custom fields.

So DATA structures are:

• ext_property_group

• ext_property 1 (data type, validation, required?)
• ext_property 2 (data type, validation, required?)

DISPLAY/EDIT structures are:

• form

• form_builder item 1
• form_builder item 2

Form_builder items may be 'form fields' OR 'form groups' (a bunch of fields).

Data Model for this implementation
-----------------------------------------------
Simplify for this implementation as follows:

• 1 'form' = 1 ext_property_group (create and edit simultaneously)
• form_style are is always 'tab'
• 1 form_field = 1 ext_property (create and edit simultaneously)
• form_field_types are hard-wired to ext prop data types
  EX: data_type = 'Date', field_type = date_select
• form groups are not used for now, forms are built from 1:n form_fields

So we have 4 interfaces:
1. (Browse) Custom Forms (crm_form + crm_ext_property_group)
2. Edit Custom Form
3. Custom Fields (crm_form_field + crm_ext_property)
4. Edit Custom Field

1. Custom Forms (browse)
Selector table with these columns:

• Form Title
• Description
• Status ( active, disabled)
• Used For ( value from crm_ext_property_group.extends enum - e.g. Individuals, Households, Organizations, Any Contact)
• (actions column, no header label) : List Fields | Preview | Edit | Disable

Link: New Custom Form.

2. Edit Custom Form
Fields are:

• Form Title : crm_form.title (& crm_ext_property_group.title)
• Description: crm_ext_property_group.description
• Used For: crm_ext_property.extends (drop-down)
• Help: crm_form.help_pre
• Active: crm_form.is_active (& crm_ext_property_group.is_active)

3. Custom Fields (browse)
Selector table:

• Field Label
• Description
• Data Type
• Status
• (actions column): Preview | Edit | Disable

Link: New Custom Field

4. Edit Custom Field
Fields are:

• Field Label: crm_form_field.title (& crm_ext_property.title)
• Description: crm_ext_property.description
• Data Type: crm_ext_property.data_type
• Default Value:
• Required?: crm_ext_property.is_required
• Field Help: crm_form_field.help_post
• Active: crm_form_field.is_active (& crm_ext_property.is_active)

Notes:

• on Save, insert/update crm_form_field AND ext_property records
• validation_Id not used for now (no custom validations)
• set crm_form_field.type based on selected data_type

Data Type Field Type
------------- ----------------
String Text
Int Text
Float Text
Money Text
Date Select Date
Boolean Radio

• data_type is read-only during Edit
• checkboxes and drop-downs (and their 'options') not supported for this version