Custom Field Creation and Apply to forms

Steps

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

Click Save

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, the User can easily choose which Custom Forms the new Custom Field will be displayed.