From a design perspective this is the most important window in designing a style because it's where you configure the fields your style contains.

To access this window go into the Design View of the Style and select Tools -> Field from the menu. Note: Whenever you add a field to a style this window is automatically opened so you can choose to display an existing field or create a new field altogether.

An Invoice2go style can have fields which are displayed on the style and fields which are not displayed on the style.

If you want to add a field onto the style select the field you want to add in this window and then click the "Add to Document" button.

Field Table

• Field Name - This is the name of field. This value cannot contain any spaces and each name must be unique.



• Type - Select one of the following datatypes to store in this column.
  
  • Text
    If you want to store plain text.
  
  
  
  • Number
    If you want to store numbers.
  
  
  
  • Datetime
    If you are storing dates.
  
  
  
  • Formula
    If you need to do calculations on other fields.
  
  
  
• Description - This is where you can make a comment about the field for future reference etc.

Add to Document Button

To place a field onto a style select the field you want to add and then click this button. The Fields window will close. Now click on the style where you want the field placed. The field is then added to the location you clicked. Note: Any field changes you have made will also be saved when this window is closed.

Save and Close Button

If you have made changes to your fields that you want saved and are ready to close the fields window without adding a field to the document then click this button.

Cancel Button

The Cancel button will close the window and not save your field changes.

New Field Button

If you want to add a new field to this style then click this button. Then fill in the details of your new field. Note: Fields are always added to the end of the field list because it does not matter what order the fields appear in this screen.

Delete Field Button

Select the field you want to remove and then click this button. Be careful the field you are removing is not used in other formulas and make double sure the field you are deleting does not appear on the style anywhere. If it does then remove it before you delete it from this window.

Configuring Fields

If you adding a new field or editing an existing field you will need to configure it's behaviour. The following settings on this window are used to accomplish this;

Here you can set the Lookup Value to a Lookup List for Text fields or a Table Total for number fields. When the field is linked to a Lookup List it's value is automatically filled in when an item is selected from the linked list. When the field is linked to a table column total the value of the field is recalculated everytime the table contents change.

If you would like to link this field to a list then select "Lookup List..." from the dropdown and see Linking to lists for more information.

If you would like to link this field to a table column total then select "Table Total..." from the dropdown and see Setting a field value to a Table Total for more information.

Select the type of edit control you would like to use for this field. The "Pick from List" options will only appear if you have specifed a lookup list in the above field. See Edit Controls for more information.

This is the value that is automatically put into this field when a new document is created.

The value you set here must be of the same datatype as what the column was setup as. For example if the column type is "number" the Default Value cannot be "cat" it must be a number.

If the datatype is "Number" or "Text" you can choose "Company Value" from the dropdown and set this field to default to any of the values setup in your company details. See Setting defaults to Company Values

If the datatype is "Number" you can choose "AutoCount..." from the dropdown and set this field to default to an incremental number. See Setting AutoCount Numbers

You will only see this field appear when the datatype is set to "Formula". To create or edit this formula click the "..." button on the right hand side of the field. See Setting Formulas for more help.