Process the values of a smart field

After you add or edit a smart field, you can generate its output value when necessary. When you process a smart field, its values are then available for use in queries, reports, and records in the program.

Tip: You can schedule the process to automatically update the values of a smart field to run at set intervals. For information about how to schedule a smart field process, see Add a job schedule.

Warning: When you update the values of a smart field, the program bases new values on any information added to the database since the last run on date for the smart field. To update the value of smart field and consider information entered during all dates that satisfy the date range entered for the smart field and not just information entered since the previous update, you can reset the last run date for the smart field. For information about how to reset the last run on date, see Clear or reset the results from the last run of a smart field.

Generate the values for a smart field:

1. On the Administration page, select Smart fields. The Smart Fields page appears.

   Note: To process a smart field from its record, select Start process under Tasks. For information about the record, see Smart field record.

2. Under Smart fields, select the smart field and select Process smart field. The program generates the values for the smart field. When the program completes the process, the record of the smart field appears.

   For information about the items on the record, see Smart field record.