Adding Custom Field to Address Form

A custom address field can be added only to custom Address form.So firstly need to create custom Address form.

To create a custom address form:

1. Go to Customization > Forms > Address Forms, and click Customize for the standard address form.
2. In the body area of a custom address form record, we can define a name for the form, and modify the template.In the Address Template field, address fields are represented by the template field IDs listed on the Fields subtab.
3. On the Fields subtab, we can:
   • Rearrange fields on the form, using the Move to Top and Move to Bottom buttons, and the Column Break, Space Before, and Same Row as Previous fields.
   • Hide fields by clearing the Show box. The Show box cannot be cleared for fields that are required.
   • Make fields required by checking the Mandatory box.
4. On the Country subtab, we can assign the custom address form to one or more countries.
5. The Country field is always required, because the value for this field determines the address form to be displayed.
6. Click Save.

To create a custom address field:

1. Click the New Field button on the Fields subtab of a custom address form record, or go to Customization > Lists, Records, & Fields > Other Record Fields > New.
2. In the Record Type field, select Address.
3. Enter a label for the field and complete other body fields as needed.
4. On the Applies To subtab, choose whether to apply the address field to all custom address forms or to selected custom address forms.
   • The default is to apply the field to all custom address forms.
   • If you choose the Apply to Selected Custom Address Forms option, select a custom form in the Address Form list. Click Add to select multiple forms.

Note:

When an address is saved for a customer, the current address template is created and saved within the record. Since new changes in the address template does not reflect on existing records, existing address records needs to be edited and saved to reflect the new address template.

Solution

1. Customize the Address Form Layout

1. Navigate to Customization > Forms > Address Forms
2. Click Edit next to the preferred custom address form
3. Under the Address Template Field, move the template field IDs to specify preferred layout
4. Click on Save

2. Apply the changes to existing customer records

1. Navigate to Lists > Relationships > Customers
2. Click Edit next to the Customer record
3. Under the Address subtab, click Edit on the address record
4. On the pop-up form, click OK
5. Click Save

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