Wednesday, November 7, 2018

Creating a Custom Field - Using the Save & Apply to Forms button

When a new Custom Field is created and the Save button is used, the new Custom Field is applied to all the custom forms of that type. If a user does not want to have the new Custom Field displayed on all forms, the user may opt to manually Edit all Custom Forms and Remove the new field.

By using the Save & Apply to Forms button, the user can easily choose which Custom Forms the new Custom Field will be displayed.

  1. Navigate to Customization > Lists, Records, & Fields > Custom field type (e.g. Entity/Item/CRM , etc.) > New.
  2. Label the Custom Field.
  3. Set additional field options.
  4. Select records under the Applies To tab.
  5. Hover the mouse over the drop-down arrow next to the Save button.
  6. Select Save & Apply To Forms.
  7. The Apply Custom Field to Forms page will be displayed.
  8. Click the Unmark All button.
  9. Mark the Show checkbox next to the Custom Form(s) that the new field should be displayed.
  10. Click the Save button.

For existing Custom Fields, a user can Edit the Custom Field record then click the Apply to Forms button in order to access the Apply Custom field to Forms page.


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