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Bilby offers configurable Types and Fields that are used throughout the system. Once you understand how they work, you can apply the same principles across different areas of the system.
About System Types
Name
The Type Name is an essential identifier for both you and your users. It appears in various parts of the application, so it’s recommended to use a short, relevant name.
Description
The Type Description provides important information and may appear on the public system, depending on the type. Use this field to share general information, guidelines, or external resources related to the type.
- For Activity Types, you can include links to external resources or provide a brief description of the activity type.
- For User Types, the description is shown to users before they complete their account registration.
Status
The Status setting allows you to prevent a type from being selected by users in the interface. This is useful for legacy types that are no longer maintained. Note that disabled types will still appear in system reports.
Weight
Type have a ‘weight’ field which will determine the order on the system interface. A type with a higher weight number will appear first whereas a type with a lower weight will appear last in a list.
For example this is the order that would appear:
| Name | Weight |
|---|---|
| Type 1 (First) | 9999 |
| Type 2 | 0 |
| Type 3 (Last) | -100 |
System Identifier
This System Identifier is a “read only” field that can be used when importing records to help tell Bilby what type of fields you would like to see on a record.
Custom Fields for System Types
Custom fields play a key role in system types, guiding Bilby on how to generate forms presented to users for data capture. When creating fields, you can specify whether the information should be shared across the system or if the fields should be optional.
Bilby automatically generates a sample form of your custom fields for system types like User Types and Activity Types, allowing you to preview how the form will appear to users.
For more information, see: