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Custom Field Types

Updated over a year ago

Field Type

Description

Auto Increasing Numeric

Adds a read-only, incrementing numeric field which is automatically populated when the next specified record is entered. Additional fields available when you choose this option are:

  • Auto Increment From - The value from which you want to start the auto-incrementing numeric

  • Prefix - Any letter or number combination you want to have added as a prefix to the numeric

  • Suffix - Any letter or number combination you want to have added as a suffix to the numeric

  • Number of Digits Inclusive of Padded Zeros - The total number of digits the numeric should have. GEMS will add zeros as a prefix to “pad” it up to the specified length

Checkbox

Add a true/false field to a Screen

Custom Confirmation Checkbox

Adds a Confirmed checkbox to a Screen

Date

Adds a date field and includes a calendar icon for a user to pick the date

Email

Adds a textbox that will accept an email address in the format “user@company.com

Heading

Adds a custom heading to the screen. This can be used to add logical dividers to groups of custom fields

Image

Adds a field that allows you to browse for and locate an image file

Input

Adds a one-line input field (maximum 50 characters).

When you select this field type, a dropdown list is available called Input Mask. You can use this to specify the exact combination and sequence of alphabets, numbers, and alphanumeric characters permitted in the field. Currently, two predefined input masks are available:

  • Global Intermediary Identification Number (GIIN) - related to FATCA regulations

  • CFTC Interim Compliant Indicator (CICI) - unique identifier for legal entities

When you select an input mask and save the custom field, the end user will see the format they need to enter the data in when they click on the field on the screen.

Please note: If you add a mask to an existing input field, the existing content of the field will be retained only until the screen is opened in Edit mode. When a user opens the screen in Edit mode, the existing data in the input field is deleted as GEMS now expects the data to be in the input mask format.

List

Adds a dropdown list containing your own custom items.

An additional field List Values is available when you choose this option. Enter the list of values from which you want the user to select. These must be provided with one value per line.

List (Multi-Select)

Adds a dropdown list from which users can select multiple items when holding the Control key down on the keyboard.

An additional field List Values is available when you choose this option. Enter the list of values from which you want the user to select. These must be provided with one value per line.

Lookup

Adds a field that allows users to choose from the values in an existing Lookup List.

An additional field Lookup Type is available when you choose this option. Select the type of Lookup List you want the user to be able to access from this field. The available options are:

  • Addresses

  • Analysis Code

  • Business Entities/Companies

  • Contract

  • Currency

  • Entity (Business Entities/Companies, People, and Non-Affiliates)

  • Jurisdiction

  • Non-Affiliate

  • Person

  • Reporting Units

  • User

Lookup (Multi-Select)

Adds a field that allows users to choose multiple values in an existing Lookup List.

An additional field Lookup Type is available when you choose this option. The options available in this field are the same as the Lookup Type field described above.

Memo

Adds a multiple-line memo (notes) field (maximum 5000 characters)

Numeric

Adds a field that validates and permits only numbers to be entered.

URL

Adds a field that accepts values in the form of a URL, e.g. www.gems.cgshelps.com

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