Create a Custom Field Using the Save & Apply to Forms Button

Scenario

There is a requirement to hide the new Custom Field created for some Custom Forms.

When a new Custom Field is created and the Save button is used, the new Custom Field is applied to all the Custom Forms of that type. If a user does not want to have the new Custom Field displayed on all forms, the user may opt to manually Edit all Custom Forms and hide the new field.

By using the Save & Apply to Forms button, User can easily choose which Custom Forms the new Custom Field will be displayed.

Solution

1. Navigate to Customization > Lists, Records, & Fields > Select Custom Field Type (e.g. Entity Fields, Item Fields, CRM Fields, etc.) > New
2. Label: Enter Label
3. Type: Select type of the field you are creating
4. Click Applies To
5. Record/s the field would be displayed: Enter Checkmark
6. Click Save & Apply to Forms
7. Custom Form(s) where the new field should be displayed.

• Show: Enter Checkmark

8.Click Save