Tag: Custom field

Creating Read-Only Custom Fields

You can create custom fields that display information but do not store that information with any record or transaction. You can create a read-only field of any type with any display, default, validation, or sourcing options. A read-only field is especially useful when used with information sourcing. Fields that use sourcing show information that is… Continue reading Creating Read-Only Custom Fields

Other record field created for address was not visible in address book.

Other record field created for address was not visible in address book because the country was not set in the selected address forms. Navigation to create other record fields is, Customization -> Lists, Records and Fields -> Other record fields We need to select the countries for which the other record fields created are to… Continue reading Other record field created for address was not visible in address book.

Custom Field Sourced from List/Record Field and Filter by Custom Record Type Display no Selection

 Log in as Administrator.2. Create a custom record named as Record.3. In the Fields tab you may add multiple fields. (Ex. Department)4. Create a custom column field via Customization > Lists, Records, & Fields > Transaction Line Fields > New.5. In the Applies To tab, select the record you want to apply the field. (Ex: Time).6. Enter Label (e.g. Field Sample) 7. Set the Type to List/Record8. In List/Record, select the Record (Custom… Continue reading Custom Field Sourced from List/Record Field and Filter by Custom Record Type Display no Selection

Role Restriction on the Custom Fields

A restriction needs to be applied to a custom field based on roles. The custom field should only be visible to some higher-level roles. This can be done in the field setup itself. In the custom field setup, navigate to the ‘Access’ tab. Select ‘None’ in the ‘Default Access Level’ and ‘Default Level for Search/Reporting’… Continue reading Role Restriction on the Custom Fields

Set default value for custom field

To set default value for custom fields, Select the custom field to set default value. Add required fields (Label, id, type, applies to) Under Validation & Defaulting tab, add the default value. NB: The Store Value should be unchecked.