To add custom fields:
- Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Account Management section, click on Custom Fields.
- On the Manage Custom Fields pop-up, click on Add.
- Select an appropriate type of custom field you want to create.
- In the Add Custom Field, type name in the Name* box.
In the Formula Key* box, type the formula key.
Info Formula Key should be unique, must start with a letter (capital or lower case) and can contain underscores and numbers.
It should not contain special characters like #,!, etc and should not start with a number. This key is used when referencing the custom field in API.- Under the Attached to tab, select the appropriate entity.
- Fill in other details and click Save.
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Some important points to note:
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To edit custom fields:
- Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Account Management section, click on Custom Fields.
- Point to a custom field, and click on the Pencil icon to edit the field.
- In the new popup, edit the required details under the different tabs (Basic and Attached To) and click Save.
The custom field is saved with the new changes.
To delete custom fields:
- Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Account Management section, click on Custom Fields.
- Point to a custom field and click Delete icon.
- Confirm the deletion by clicking on Yes. The custom field is deleted.