Manage Smart Fields

Smart fields provide users with quick access to specific information that otherwise could take hours or days to complete. After you create a smart field and generate its values, users can use it to generate time-saving queries and reports and view the information on the Smart Fields tab on the related record. You can create and manage your organization’s smart fields on the Smart Fields page in Administration. To access this page from Administration, click Smart fields.

Under Smart fields, you can view the smart fields your organization uses. For each smart field, you can view the date the values were last generated, the type of record to which it applies, its type, and the type of data it displays. To update the information that appears in the grid, click Refresh List.

Note: Altru provides system smart fields used to calculate several values. You cannot delete the default smart fields. For information about these smart fields and the values they generate, see Smart Field Values.

To view information about a specific smart field, such as about its recent and previous updates and any job schedules set for the update, select the field in the Smart fields grid and click View process history. The record of the smart field appears. For information about the items on the record, see Smart Field Record.

To view information about a specific smart field, such as about its recent and previous updates and any job schedules set for the update, select the field in the Smart fields grid and click View process history. The record of the smart field appears.

To view details about a smart field, select the field in the Smart fields grid and click Show details. The details window displays the date the field was last updated, the value groups used, and the sites associated with the field.

From the grid, you can perform multiple tasks to manage the smart fields your organization uses. Depending on your security rights and system role, you can update the relationships between smart fields and new queryviews from the record.

If you add a new queryview, such as through a customization process, after you create a smart field, the new queryview does not automatically add the smart field. From the Smart Fields page, you can update the relationships between your smart fields and queries. For information about how to update these relationships, see Update Smart Field Query Relationships.