Field Settings

Basic Information

Specify the basic characteristics of the field

Label

Enter a field label; This label is displayed on the Form

Display Type

The fields in this page will change, depending on the Field Display Type selected

Always Required

Checkbox

• Default is unchecked
• If checked, this field is required in All Forms and all API calls

Field Name

The name that will be used to reference this object. Must conform to the Field Naming Rules

Display Attributes

This section is displayed when adding a new field. It specifies the default attributes for the field, when it appears in a Form.

Section

Select the section in the default form where the field will appear. (The Basic Information section is the default.)

Required

Checkbox

• Default is unchecked
• If checked, this field is required in the current Form

Default Value

Specify the content to be displayed as the Default Value when adding a new record to this object, or use the interactive Formula Builder to define a default-value expression.

Considerations

• For Lookup fields, the value must resolve to a record_id. (A user_id, for Lookups to the User object.)
  For example, this formula can be used to specify a default value for the record Owner, by using an email address to do the Lookup:

LOOKUP('USER','id','email="newOwner@OurCompany.com"')

Role-Based Field Visibility

Set Field Visibility based on Role. This option defines the Roles that are permitted to view and use the designated Field. Available field settings include:

• Visible
• Read-Only
• Hidden

This control is created when a field is added to an object.

Learn more: Visibility Controls

Considerations

• When a field is added to a Form, the field visibility control is set to Visible by default
• When a new role is added, that role receives Visibility rights to all the fields across all the objects
• When this control is specified for a field, it will be enforced in the Field Audit Log; This means that the user Role determines whether a record is visible in an Audit Log

Description Information

Optionally, add a description of the field

Description

Text entered here will be displayed when the user hovers their mouse over the field--but only if Show_Field_Hints has been enabled for the form the user is in.