Custom Fields Detail Section Procedures
The Custom Fields detail section is used to collect data that are not captured by default fields. Custom fields are created using the Custom Field Manager workspaces. The procedures used in the Custom Fields detail section are always the same. Any page where these procedures are used will redirect to this page.
To perform actions in this detail section, you need to be able to see the Details pane. Click the List View, Summary View, and Map View buttons to toggle different content views. For more information about different content views, see the Content Views section of the Common Attributes of Workspaces page.
To add custom fields to a workspace record:
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Open the appropriate workspace.
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Select the workspace record you want to add custom fields to.
Note:
You can use the default custom fields selected by your administrator, or you can choose unique custom fields for a specific record.
Read the Filters page and the Collections section of the Common Attributes of Workspaces page to learn how to filter the records in your workspace.
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Select the Custom Fields detail section from the Detail Section menu.
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Click the Configure Custom Fields button .
The Configure Custom Fields window opens.
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Select the custom fields you want to add to your record from the Available Fields field.
Note:
To select multiple custom fields at once, press the CTRL button on your keyboard and then select the fields.
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Click the Right Arrow button to move the custom fields to the Selected Fields field (or click the Left Arrow to move custom fields back to the Available Fields field).
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To change the order the custom fields appear in the Custom Fields detail section:
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Select the custom field you want to reorder in the Selected Fields field.
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Click the Up Arrow or Down Arrow buttons to change the order in which the selected fields appear.
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To make a custom field required:
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Select a custom field from the Selected Fields field.
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Select the Required check box to make the custom field required.
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Click the Save button.
The Configure Custom Fields window closes. The custom fields you chose appear in the Custom Fields detail section.
To enter data into custom fields:
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Open the appropriate workspace.
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Select the record whose custom fields you want to enter data into.
Read the Filters page and the Collections section of the Common Attributes of Workspaces page to learn how to filter the records in your workspace.
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Select the Custom Fields detail section from the Detail Section menu.
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Click the Edit Custom Fields button .
The detail section expands, and the Custom Fields page appears.
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Enter the data for the custom fields.
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Click the Save button.
The data you entered appears in the Custom Fields detail section.