Field Settings - In this section, you can create custom fields for every component as per your requirement. Also, can drag and drop to sort the field order and all the changes you made in field settings will be reflected in your organization.
When you create a lead, person, company, deal, project or task in Interface 365, you're presented with fields to fill out to give that record more meaning and context within your workflow. While the default fields are intended for the average interface 365 use case, we know your business is unique, and so is the data you need to collect. Hence, we also give the option to add new custom fields to your records.
In this module, we'll tackle the following:
Understand field settings
Need to collect and store data about your records that are unique to your workflow? Just create a custom field. (You must be an admin to do so). The table below shows the field types you can create; plus their definition; character limit; whether they're searchable and filterable; and how to ensure they're successful in a data import:
|Text Field||basic text||255||Yes||No|
|Text Area||multi-line text input||5,000||Yes||No|
|Dropdown *||Menu with multiple possible selections. Only one selection can be made at a time||255 for each field||Yes||Yes|
|Date||Lets you choose a date from a calendar.||No||Yes|
|Checkbox||Checked for yes, unchecked for no||No||Yes|
|Number Field||Only numbers can be entered||11||No||Yes|
|Percentage||%||6 digits before the decimal point and 2 digits after the decimal point.||No||Yes|
|Currency||The dropdown is present from which you can choose a currency||16 digits before the decimal point and 2 digits after the decimal point.||No||Yes|
|Multi-Select Dropdown *||Menu with multiple possible selections. More than one selection can be made at a time.||255 for each field||Yes||Yes|
|Decimal Field||Can enter decimal values||16 digits before the decimal point and 2 digits after the decimal point.||No||Yes|
|Date Time||Time must need to choose along with a date||No||Yes|
Create a custom field
1. Sign in to your interface 365 accounts, and click 'Settings' from the left-hand menu.
2. Select 'Field Settings ' from the 'Customize' section.
3. Choose the record type you want to create a field for.
4. You'll see this box appear:
5. Choose your field type.
6. Give the field a label. This is the name that will identify the field on the record.
7. There are two further options present as "include in filters" and "Required".
8. Click "Save".
Further, if you select filed type as " Text Area or Text Field ", then you have the option to add a minimum and maximum field length and for letter case selection.
Further, if you select filed type as " Number Field ", then you have the option to add a minimum and maximum field length and minimum-maximum value.
Include in filters -
It works only for the custom field. Whenever you are going to create a custom field, you have the option to choose your field type to "Include in filters" and if you select it to include in filters, then it will reflect in filter form, column listing and helps you in search records.
a. Filter Form -
b. Column Listing -
c. Record's Form -
If you make your custom field as required then it will reflect in the case when you create a record. This field can't be blank as you have already marked as required. Further, if you want, you can update the field as "not required".
You can see below screenshot for the lead (Record) -
Note - For the custom fields, you can select both "Include in filters" and "Required' at the same time.
Add this field to people -
If you select the checkbox for "Add this field to people" then the added field type along with their label will also be created for the People (Record). Also, in people, you can include the custom field in filters and can mark as required.
NOTE* - You can even create different custom fields for each and every component and those custom fields will reflect only on the components you have created.
Filter records for a custom field value
You can filter records for a certain selection made on a custom or default field. The only exceptions to this rule are text fields, text area fields.
Some key points to understand custom fields -
a. You can edit and update any of the custom fields related to any components. Although, the field must be dynamically created.
b. All the fields which are already disabled(their Actions are in disable mode) must be active all the time.
c. All the custom fields of all the components can be drag and drop accordingly to the user but some of the custom fields can't as they are fixed(their display order can't be changed). Although, every component has its different fixed custom fields.
As a result, changing the order of all the custom fields reflects in "Record list" and "customize columns".
d. Some of the fields of there respective components whose display order can't be changed. They are -
|Deals||Deal Name, Pipeline, Primary Contact|
e. Some of the custom fields of all the components are named as "required" under "Required Status", even it can't be changed but remaining of the custom fields has a checkbox and we can change their record as "Required" or "Not Required".
f. You can deactivate any of the custom fields according to your need and vice versa. Besides, deactivated fields are listed in "Inactive Fields" in last after all custom fields.