In this video you will learn how to create a custom field. For additional information on creating custom fields please refer to the Administrator Guide (Comprehensive) under the Administrative Guide section of our Online Resources.
*Creating custom fields automatically adds them under the 'Custom Information' Field block - viewable in your Layout Editor. Watch the video on Layout Editor to learn more.
Field Types and Properties
Before you start creating custom fields, review the field types and properties to make sure you are creating fields that will correctly capture the information you and your users need.
Field Types:
- Text
- Number
- Percent
- Currency – Enter the maximum number of digits to be stored, as well as decimal places. (Example: To enter the number 100.00 into a numeric field, length would be 3 with 2 decimal places.)
- Date
- Phone
- Picklist
- URL
- Checkbox
- Text Area
- Multi-Select Combo Box (multiple selections can be made)
Additional Information and Field Requirements:
- Text Fields – Enter the length or maximum number of characters that are to be stored in this field. The character limit on this field is 255 characters. If 255 characters are not sufficient, the Text Areas have no character limit.
- Percent and Currency – Enter the maximum number of digits to be stored, as well as decimal places. (Example: To enter the number 100 into a numeric field, length would be 3 with 0 decimal places. For currency, input 2 decimal places.)
- Picklist – Add the list of values. The first value in a picklist will always be the default entry. To ensure that a picklist is filled with a neutral value if unchanged upon save, include a first option of ‘—None—’or ‘—Select One—’.
- Multi-Select Combo Box – This type of field allows users to select more than one option. Add the list of values. A value will not be chosen by default, unlike picklists. If a value is not chosen upon save of a record, the Combo Box will appear blank.
Please note that Picklists and Multi-Select Combo Boxes may also serve as Parent or Children Picklists for creating Dependent Picklists, which will be addressed in the next section. After selecting the type of field, add other requirements depending on the type of field and select ‘Save’. The new field will appear on the list of custom fields within the module. Once created, the new custom field will appear under the ‘Custom Information’ block on the record page until it is moved using the layout editor.