Add Field

Designer > Data > Objects > {object} > Fields

When Fields are added from the Fields tab, a number of field customization options become available.

Basic Information

Specify the basic characteristics of the field

Label

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

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 Form Layouts and all API calls

(Optional) Include in Quick Edit

This choice will appear for fields in these objects only: Prospects, Accounts or Contacts; See Quick Edit for more information

Field Name

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

(Optional) Mapped to Account Column

This choice will appear for fields in Prospects only; Select a field in the Accounts object that will be mapped to this new field (When a Prospect is converted to an Account, this field value is copied to the specified Account field; The Account field is overwritten with the value in this field)

Display Attributes

Section

Select the section 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 Layout

Default Value

Specify the content to be displayed as the Default Value when adding a new record to this object

Note: Dynamic Filters can be used in Default Values

Role Based Permission Control

When a new field is created, a Role Based Permission Control can be defined on a field-by-field basis.

Learn more: Role Based Permission Control

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.