Add Custom Field dialog box

Use this dialog box to create a new custom field.

General

Name

Enter a name for the custom field.

Description

Enter a description of the custom field.

Type

Select the custom field's type from the drop-down list. Users will then be able to enter one of the following in the custom field:

●        Single Line Text: Single line alphanumeric text field.

●        Note (Multi-line Text): Multi-line alphanumeric text field.

●        Date: Selectable date.

●        Date and Time: Selectable date and time.

●        Time of Day: Selectable time.

●        Currency: A monetary value.

●        Quantity: An integer (1, 2, 3, etc.).

●        Numeric: A decimal number (1.0, 2.12, 3.14, etc.).

●        Email: An email address. In Info Exchange, this is a link that can be clicked on to open an email message.

●        Phone: A phone number. In Info Exchange, this is a link that can be clicked on and dialed if the user has a phone application.

●        Yes/No: Yes or No.

●        URL: A web URL.

●        Keyword: A single keyword from a list.

●        Keyword List: Multiple items from a keyword list.

Default Value

If you want the custom field to have a default value, enter the value here.

Template Tag

Enter the tag that will appear in the XML code for forms.

Usage

Add to Columns

Mark this checkbox if you want the custom field to appear as a column in the corresponding activity center's log.

●        Choose Show by Default to show the custom field column by default (users can then de-select it).

●        Choose Hide by Default to hide the custom field column by default (users can then add it).

Visibility

External Users on Info Exchange

Mark this checkbox to enable external users to see the custom field on Info Exchange (internal users see it automatically).

 

To access this dialog box

Click Add Field from the Modify Custom Layout dialog box.