About custom fields
Custom fields are fields that are created by users to add entity data that is specific to your tenant. You can add custom fields of the following data types to entities:
- Boolean
- Date
- Date/Time
- Decimal
- Integer
- Text
- Time
The field types include check box, multiselect, single select, and text box. You can also specify custom help text for custom fields.
Creating a custom field includes the following steps:
- Create the custom field, including the value options, if applicable.
- Adding the custom field to a fieldset.
- Adding the fieldset to a location (section) on an entity.
Creating a custom field
- Click the main menu icon, and then select Administer > Custom Fields.
- In the Custom Fields view, click Create Field.
- In the Create Custom Field view, complete the fields as required. For more information, see the the "Create Custom Field view options" section.
- If you are creating a single or multi-select field, you must add values for users to select. by clicking the Edit Options button:
- In the Edit Available Choices dialog, enter a display value and value for the field values.
- Click Add Choice.
- Repeat to add more field values.
- When you are finished, click Done Editing.
- To save the custom field, click Save (above the Name field).
Create Custom Field view options
|
Field names |
Description |
|---|---|
|
Name |
Name of the field, which is displayed as the field label in the user interface. |
|
Field ID |
Identifier for the custom field. |
|
Help |
Text that is displayed on the user interface when the user points to the help icon beside the field in the user interface. |
|
Notes |
Notes about the custom field for admin users. |
|
Data type |
The type of data for the field: boolean text decimal integer date time date/time |
| Display type |
The format that the data is displayed in. The options that are available correspond to the selected data type: check box currency – values in a specific currency drop-down email – for email addresses multi-select – for selecting multiple options number – for numeric data radio buttons – for mutually exclusive options single select text box URL/link |