Adding Fields to a Custom Object

A Custom Object (custom information type) has fields for adding custom information. For example, for a Custom Object Case Studies, you may want these fields: Customer Consent Received?, Customer Logo, Customer Name, Draft Document, Sharing Preference, Summary, Target Publication Date, and Target Publications.

To add custom fields to a Custom Object and specify the type of data they will hold:

1. Navigate to   > Settings > Forms & Fields.
2. Select Custom Objects.
3. Click on the Custom Object you’d like to edit and go to the Custom Fields tab.
4. Click Create Field.

5. Complete the details for the Custom Field - internal and display names, the type of data it will capture (e.g. text or date), tooltip and help text, possible and default values, data validation requirements, etc. as required.

   The Internal Name can only include letters, numbers, spaces, and underscores.

   

   For more information about the data points for the field, see Custom Fields.

6. Click Save to add the field to the Custom Object. The field is added to the list on the Custom Fields tab for the object.
7. Repeat the previous steps to add as many fields as you want for your object.

All the fields configured for the Custom Object are listed in the Custom Fields tab, with the most recent one at the top. They can be added to the forms for the Custom Object, either in their own right or in conjunction with other fields. For example, you might want to add a particular value of one field as the display condition for another field:

Did anyone at SupplierCo assist you with this Deal? (Yes/No)

Show a text input field if the answer is Yes.

For more information about display options in forms, see Form Configuration.

You can also add a relationship between custom fields, so that options presented in one field/menu can be filtered based on the value selected in a previous field or menu. For more information, see Add a Relationship between Custom Fields.