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Create and Edit Custom Fields
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Use the Custom Fields workspace to update and create custom fields. To access the Custom Fields workspace, go to Setup > Fields & Forms > Custom Fields.
Create New Custom Field
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You can create Custom Fields in one of two ways:
Form Designer: For more informations, see Form Designer. Setup tools, described in this article.
To create a new custom field using Setup tools:
- Go to Setup > Fields & Forms > Custom Fields.
Click the New Custom Field link. Complete the form fields on each of tab: Click Add.
Basic Tab
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The Basic tab enables you to configure these field options:
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. - Field Type: Choose the field type from the list. Some field types, such as the Checkbox or Pick List types, offer additional options you can associate with the field. For more information, see Custom Field Types.
- Extended Mode: When enabled, this option allows you to store values with up to 100,000 characters in specific text field types. Note that you can select this option only when creating the field, and you will not be able to change it later. For more information, see Extended Mode.
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.
Extended Mode
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The Extended Mode allows you to store additional characters in a field. This option is available when you create any of the following field types:
By default, these fields can store up to 4,000 characters. In Extended Mode, they can store up to 100,000 characters. Keep in mind that in Extended Mode, you will NOT be able to:
- Search by that custom field value in the Find Cases workspace.
- Use scripting to search for users or cases using these custom fields.
Warning: The Extended Mode is available only when you create the custom field. After you create the field, you will not be able to change the Extended Mode option setting. If you need to enable Extended Mode on an existing field, please contact SAP Sales Cloud Support.
Read Permissions Tab
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Select the system roles and permission groups that will be able to view the new field. This permission determines whether the field is visible on forms, case lists, or on the Find Cases workspace. Workflow also enables you to add a new permission group in this tab. For more information, see Add Permission Group and Custom Field Permissions.
Write Permissions Tab
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Select the system roles and permission groups that will be able to edit this field. If users do not have this permission, then the field value displays, but they cannot edit it. Workflow also enables you to add a new permission group in this tab. For more information, see Add Permission Group and Custom Field Permissions. Advanced Tab
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The following is a complete list of available custom field options. The actual options that display depend on the field type you select:
Parameter | Description | Displays on these custom field types |
|---|
Default Value | Assign an optional default value that will be prepopulated when the field displays. If you don't enter a default value, the field will display without a value. | | Description | Add a brief description. This is used as an internal note for administrators. | All custom field types |
| Field Contains Personal Data | Select this checkbox if the field contains personal data. The System Auditing log tracks all changes to personal and sensitive personal data, and views of sensitive personal data. For more information about personal data and sensitive personal data, see Personal Data in Custom Fields. For more information about the System Auditing log, see System Auditing.
| Date
Email
Large Text
Number
Secure Text (Personal data in Secure Text fields is treated as sensitive personal data)
Text | File Types | Select the file types a user can upload. | File Upload |
Object Class | Enter the class that corresponds to the custom object field when you load an object from an integrated application, such as Commissions or Configure Price Quote. | Custom Object |
Custom Object - Label | Enter a label for the custom object. | Custom Object |
Length | Assign the maximum number of characters the user is allowed to enter into the input field. Use a numeric value to define the maximum character length, and Workflow will restrict the user from entering a value with more characters than this number. | | Maximum | Maximum value that can be entered into a numeric field, such as Number, Percent, and Decimal Number. Use a numeric value to define the maximum value, and Workflow will restrict the user from entering a value that exceeds this number. Note: When using the Maximum option with a Checkbox or Multiple Choice Pick Up List type field, Workflow will validate that the user doesn't select more than the maximum number of items you designate. | | Maximum File Size | Enter the maximum size of the file in KB a user can upload. Enter a numeric value only. | File Upload | Maximum Image Width | Enter the maximum width of an image in pixels a user can upload. Enter a numeric value only. | Image Upload | Message Key | This is a dictionary key that represents the label of the field in a different language. This field is restricted to a maximum of 50 characters. For more information about dictionary keys, see Dictionary. | | Minimum | Assign the minimum number of characters that the user is allowed to enter into the field input. Use a numeric value to define the minimum character length, and Workflow will restrict the user from entering a value with less characters than this number. When used with a numeric field such as Number, Percent, and Decimal Number, this will restrict the user from entering a value that is below this number. Note: When using the Minimum option with a Checkbox or Multiple Choice Pick Up List type field, Workflow will validate that the user selects the minimum number of items you designate. | | Number Format | Select the desired number format from the list. | | Regular Expression Validator | Select an optional validator from the available list. This option will validate the value the user enters against the standard format. You can also add additional regular expressions. See Regular Expression Validator for more information. | | Scale | Set the number of decimal places you wish to display. You are restricted to a maximum of eight decimal places. Note: A user can enter a larger number than you designate, but Workflow only displays the maximum number of decimal places you choose. | | Display this field in:
| Enable either option to make this field available for end users to add to case tables and in the Find Cases workspace. These options are enabled by default. | All custom field types |
Display Tab
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Use these settings to configure the custom field alignment and placement on the page while in edit and view modes. These alignment settings only apply to these field types:
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