FAQ ID # 4116
Last Update : 2018/01/29
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Question / Issue
dpSmartField - Client Installation

Answer / Solution
PROGRAM: SmartField - Client Installation
Table of Contents
SmartField - Client Installation
    Welcome Screen
  1. Right click SmartField-Install.exe and "Run as administrator"
  2. This will start the SmartField setup wizard.
  3. Click on Next >
    License Agreement
  1. License Agreement
  2. If you agree, click on "I accept the terms in the license agreement"
  3. Click on Next >
    Choose Components
  1. Check Smart Field Plugin
  2. Click on Next >
    Choose Install Location
  1. Click on Browse if your Act installation is not the default location
  2. Click on Install
    Installation Complete
  1. Click on Next
    Completing SmartField Setup
  1. Click on Finish

SmartField - Activation
    SmartField Activation
  1. Start
  2. All Programs/Hogan Data/SmartField
  3. Double click SmartField Activation
    SmartField Activation
  1. Click Next
    SmartField Activation
  1. Copy your serial code from your "Client Portal"
  2. Click Paste Serial
  3. Click Next
    SmartField Activation
  1. Connecting to the DataPlus registration service
    SmartField Activation
  1. Click Finish

SmartField - Activation Renew
    SmartField Activation Renew
  1. Start
  2. All Programs/Hogan Data/SmartField
  3. Double click SmartField Activation
    SmartField Activation Renew
  1. Click on Renew

DataPlus SmartField - Configuration Auto Field and Command Field
    Act Contact Layout
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
    Tool Box
  3. Right Click menu
  4. Click on Customize menu
    Act Contact Layout
    Customize Toolbox
  1. Check AutoField
  2. Check CommandField
  3. Click Ok
    Act Contact Layout
    Toolbox
  1. Click on Custom
  2. Click on AutoField

    Customize

DataPlus SmartField - Sample Commands
    Sample Commands
    Template
  1. Template samples and rules
Command Result
[First({N},{FieldName})] Takes {N} letters from the beginning of {FieldName}
[Last({N},{FieldName})] Takes {N} letters from the end of {FieldName}
[{FieldName}] Takes the entire value of {FieldName}
{anyvalue] Literal Values – Any text not surrounded by [ ] is passed along without being processed.
[PadLeft({N},{C})] Pads the end result to ensure it is {N} characters long. Fills any empty space with {C} to the left side. (note: it applies to the current length of the string, so best to use at the end in normal situations)
[FirstOfWords({N},{FieldName},{NWords})] Takes {N} letters from each word found in {FieldName} but only process up to {NWords}. (if only 1 word is found, it falls back to doing a First with {N}x{NWords}. (the goal being to have a meaningful length))
Additional Commmands
[PadRight({N},{C})] Pads the end result to ensure it is {N} characters long. Fills any empty space with {C} to the right side. (note: it applies to the current length of the string, so best to use at the end in normal situations)
[Upper()] Converts current result to upper case. (note: it applies to the current length of the string, so best to use at the end in normal situations)
[Lower()] Converts current result to lower case. (note: it applies to the current length of the string, so best to use at the end in normal situations)
[Proper()] Converts current result to proper casing. “this” becomes “This” and “THIS” becomes “This”. (note: it applies to the current length of the string, so best to use at the end in normal situations)

Installation, configuration, and connection to your SmartField application is complete.


Related FAQs
dpSmartField Sample Configuration
dpSmartField - Messages

Direct Link to This FAQ
http://kb.hogandata.com/?f=4116

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