Specifying field activation

Most fields are active by default. However, you can manually adjust field activation for all fields except image identifiers. You can do this on the field profile level and the field definition level:

Example of using an optional field

Example of using an inactive field

 

Note: Starting with INVOICES 5-6, an important change was made compared to previous versions: Inactive amount fields, which were previously transferred with the value 0.00, now contain a null value like other kinds of inactive fields, such as text fields.

 

To specify the activation for a field profile in Manager (see also Deactivating a field profile):

  1. Open an invoice profile and then open a field profile.

  2. Select the Options settings.

  3. Select Optional or Inactive or both of them in the Activation settings.

To specify the activation for a field definition in Optimize:

  1. Start an Optimize session.

  2. Select the field you want to adjust in the Data objects list in the Learning dialog.

  3. Adjust the Optional and/or Inactive settings in the Field learning dialog.

To specify the activation for a line item field in Optimize:

  1. Start an Optimize session.

  2. Select the line item table in the Data objects list in the Learning dialog.

  3. Right-click the cell containing the line item field you want to adjust and select Properties.

  4. Adjust the Must exist setting in the Line item field definition dialog.

Field profiles: Overview

The Single item field profile dialog