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Email

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Use the Email field to enable users to enter an email address.

You can enable an email type regular expression validator to check user input format. For more information, see Regular Expression Validators.

Create New Email 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 Email.
  2. 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:
    • Field contains personal data: Select this checkbox if the field contains personal data. Personal data in Secure Text fields is treated as sensitive 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.

    • Regular Expression Validator: Select a validator from the list to validate the format of value of user input against the standard format. For information about creating regular expression validators, see  Regular Expression Validator.

    • 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.