Basic tab

On the Basic tab, the overall settings of the field can be done.

Setting	Usage
Tab	Select the tab under which the part should be placed.
Name	The part name as displayed to the object editor.
Internal name	The unique identifier of a part. Must be unique within the template.
Help text	The text displayed to the object editor to provide help with entering data into this part.
Type	Defines the type of part. See Type of part for a full list and descriptions. Refer to the chapter Part types
Data source	Defines the source from which selectable values are retrieved. Options include: DataStore – retrieves records from a configured datastore. Support groups – lists groups. Documents – lists available documents. Service actors – lists actors Note: Only DataStore is always available. The other three options (Support groups, Documents, Service actors) are only shown when they are configured and available in the current template.
Parameter	Allows selection of a predefined parameter that filters or modifies the retrieved data. Only available when the selected data source is DataStore.
Key field	Specifies which field in the datastore uniquely identifies the record. Each record must have a unique key value.
Filter type	The Filter type defines how the list of values retrieved from the selected data source is filtered before being shown to the user. Each filter type determines how the filter expression is interpreted and how flexible or dynamic the filtering can be. Type Usage (none) No filtering is applied. All results from the selected data source are displayed. Plain text Filters results based on a fixed, static text value. Useful for simple exact-match or contains filters. NCalc Allows the use of NCalc expressions to define dynamic filter rules. Supports references to other parts and advanced logic. JavaScript Allows defining filter logic using JavaScript. Useful for complex transformations or conditional filtering based on multiple values.
Filter	Filter type Filter field content (none) Not applicable — the Filter field is disabled. Plain text A plain text value used for simple filtering. Examples: • [{ "fieldname": "Department", "filtervalue": "HR" }] • [{ "fieldname": "Continent", "filtervalue": #REPLACE-PARTVALUE-Continent||# }] • [{ "fieldname": "Email", "filteroperator": "contains", "filtervalue": "gmail.com" },{ "connector": "or", "subfilter": [{ "fieldname": "Email", "filteroperator": "contains", "filtervalue": "company" }, { "fieldname": "Email", "filteroperator": "notcontains", "filtervalue": "john" } ]}] NCalc JSON-like filter rules for dynamic filtering. Example: [{ "fieldname": "Continent", "filtervalue": "#REPLACE-PARTVALUE-Continent||#" }] JavaScript A JavaScript expression used to filter datastore rows. Example: return record.Department === "HR"; Refer to the chapter Part Filtering for examples
Display field	Defines which datastore field is displayed to the user in the input control (default: same as key field).
Sort field	Defines which datastore field is used to sort the displayed options (default: same as display field).
Help text field	Specifies a datastore field containing contextual help text that appears as a tooltip when hovering over a value.
Value is different per language	When this option is set to Yes, the object editor can enter different content for this part in each available language — only available for text parts.
Essential phase	Specifies the lifecycle phase during which the part is mandatory. Note: Before an object is published, mandatory parts are advisory only. Once published, these parts must have a value.
Default value type	Defines how a default value is calculated. There are three options: 1. Plain Text – a fixed, manually entered value. 2. NCalc – a calculated value using NCalc expressions. 3. JavaScript – a dynamically generated value using JavaScript logic.
Default value	The Default value allows you to pre-fill a part when a new object is created. The behaviour depends on the selected Default value type, which determines how the content is interpreted. - Plain text: fixed text. - NCalc: an NCalc formula. - JavaScript: a JavaScript expression. In all cases, references to other parts can be used.
Default value examples	Refer to the default value chapter