Add Free Text to a Form

Use the following steps to add a free text field to a form:

1. In Millennium Explorer, select Tools>Display Design.
2. Select the area that you want to modify: Profiles, Events, Lookups, or Searches.
3. In the Custom Display Designer, use the Edit menu () in the title bar to select a form to modify. The forms available on the menu depend on the area selected in the previous step.

4. Select the form view you want to edit (Default Display or Customized Display).

Note: If the form has not been customized, the Customized Display option is disabled. Any changes you make are saved as the customized display.

5. Use the Display Type menu next to the Available Fields list to select the layout you want to edit. Only the available layouts for the form are shown in the list, and the currently selected layout is disabled. The display definition that is shown in the display area changes to the layout you select.
6. In the Available Fields list, select the FREETEXT field.
7. Drag the selected field to the blank row at the bottom of the display definition.
8. To move the field within the form, click the row selector and click the Move Up or Move Down button in the Properties list.
9. Double-click the field selector to open the FREETEXT Options form.
10. Edit the FREETEXT options as follows:
    • Remove the phrase (No Data) and enter your desired text. Text length cannot exceed 400 characters.
    • The free text can contain a link to another web page. See the examples below for sample formats. The link must be properly expressed html code and is subject to the 400-character length limit and the FREETEXT formatting options described below.

    • The free text can include one or more of the following Dynamic Hyperlink Parameters:

      • <%USERID%>—The system replaces this parameter with the User Name of the user who is currently logged in.
      • <%CONSTID%>—The system replaces this parameter with the current Constituent's ID number.
      • <%KEY%>—The system replaces this parameter with the primary key of the current row of data.

      Note: The number of characters in each parameter must be included in the text length count. For example, if your text, without any Dynamic Hyperlink Parameters is 372 characters in length, you can include all three Dynamic Hyperlink Parameters (all three equal 28 characters) and not exceed the maximum length of 400.

    • To display the Free Text in the Display form, check the Show on Display check box.
    • To display the Free Text in the Maintenance form, check the Show on Form check box.
    • To underline the text, check the Underline check box.
    • To center the text, check the Center Text check box.
    • To display the text in boldface font, check the Bold check box.
11. Click Save in the FREETEXT Options form to save your changes and return to the Custom Display Designer main page. The display area does not show the text you added, but the text displays on the forms you specified.
12. Click Save in the display area to save the Customized Display.