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Use a Container field to group custom fields in a table without using custom tables or scripting. Use the container in an Edit Field action to enable users to add, edit, and delete rows of data. You can use a container field in any workflow action.

You can add any custom field type to a container except the following: 

  • Container
  • Custom Table Controller
  • Secure Text 
  • Template
  • Table Controller

You cannot add standard fields to a container.

Create New Container Field

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  1. Go to Setup > Fields & Forms > Custom Fields.
  2. Click the New Custom Field link.
  3. Complete the following fields on the Basic tab:
  • Name: Enter a name.

  • System ID: A unique identifier, automatically generated when you name an object. You can use this identifier to reference an object in scripts, templates, tags, and through the API. You can change the System ID by selecting the pencil icon. Use caution when changing the ID as it can affect existing scripts associated with the object. For more information, see System ID.

  • Label: Assign a custom label to display everywhere the field is used. You can override the label later using the Form Designer.
  1. In the Field Type list, select Container
  2. Click Design Container to select fields for the container.
  3. Drag and drop custom fields from the list of Custom Fields to the Table grid.
    Each field you select becomes a column in the container.
    Select the Required checkbox to make the column in the container required. To rearrange the columns in the table, drag them to the desired location.
  1. Optionally, add a function to your container.
    For more information, see Define Functions.
  2. Click Save, then click OK on the confirmation message.
  3. Optionally, do any of the following: 
  • Basic tab:
    • Select Workflows Where You Want To Add Field: Select one or more workflows to which to add the field.

      The field will be added to the Create Case action and all Edit and View actions that use the default settings in the selected workflows. If you do not select any workflows, you will need to add the field to individual workflow actions. 

    • Should Field Be Required: Select the Yes checkbox to make the field required in the assigned workflow.

  • Read Permissions and Write Permission tabs: Configure read and write user permissions.
    Read permissions determine whether the field is visible on forms, case lists, and the Find Cases workspace.

    Users without the Write permission will be able to see the field value, but not edit it.
    For more information, see Add Permission Group and Custom Field Permissions.

  • Advanced tab:
    • Description: Add a brief description. This is used as an internal note for administrators.
    • Display this field in:
      • Find Cases
      • Edit Columns

      When selected, the field will be available for adding to Case Tables and in the Find Cases workspace. By default, these options are selected. 

  1. Click Add.

Define Functions 

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You can use table functions to calculate results from values of a container column. You can  display the results of a table function in the footer of the table. 

Create New Function

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  1. In the Custom Fields workspace, create or select a Container field.

  2. Click the Design Container button.

  3. Click the Define New Function link.

  4. In the Formula Designer, complete the form fields:

    • Name: Enter a name for the function.

    • Label: Enter a label that will display on all pages where the function appears.

    • Column Operation:

      • Column: Select the column to which the function applies.

      • Type: Select the operation type:

  • Summary: Returns the sum of the values in the column.
  • Minimum: Returns the minimum value from the list of values in the column. 
  • Maximum: Returns the maximum value from the list of values in the column. 
  • Average: Returns the average value of the column. 
  • Maximum Function Value: Enter the maximum value a user is allowed to enter in a row. 
  • Minimum Function Value: Enter the minimum value a user is allowed to enter in a row. If the user does not enter a value, the function will not have a minimum constraint on the result.

  1. Click Save.

Display or Stop Displaying Function Results

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Function results are displayed in the footer of the container when the table is displayed.

To display or stop displaying function results:

  1. Click the Design Container button.
  2. To display the function results, drag and drop the function from the Functions list to the Footer in the table.
  3. To hide the function results, drag and drop the function from the Footer grid to  in the lower right corner of the table.
  4. Click Save.
  5. Click Update.

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