How to Add a New Custom Field

To add a new custom field, head over to the Control Panel, under the Data Types, click on Manage Fields and Field Groups.

The list of existing custom fields and field groups for case will appear as the entity type is set as the default view.

You can click on the Entity Type field and switch to the following entity types, where the functionality is identical:

1. Case
2. Client
3. Opponent
4. Payer
5. Company
6. Person
7. User

However, in this article, we will add a new custom field for case.

Click the Add button on the left-hand side.

The following dialog will appear.

Fill in the following information:

 

1. Language

Here is where you can change the default language for the new custom field from the system language to any language you want.

To make the custom field multilingual, simply enter the information in the default language, then select another language and enter the information again.

 

2. Name

This field is mandatory.

Here is where you can enter the name of the new custom field.

 

3. Data Type

Here is where you can specify the data type of the new custom field, the options are as follows:

 

1. Text
   Select this to create an editable text field that displays the default text specified when this field was created. Alternatively, you can leave it blank to allow Users to enter their own text when adding the field.
   
   
   
2. Text with multiple lines
   Select this to create an editable text field that displays the default text with multiple lines specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own text when adding the field.
   
   
   
3. Number
   Select this to create an editable number field that displays the default number specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own number when adding the field.
   
   
   
4. Decimal
   Select this to create an editable decimal field that displays the default decimal specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own decimal when adding the field.
   
   
   
5. Checkbox
   Select this to create a checkbox field specified when this custom field was created. Please note that this field is only for informational purposes and that Users can only select or deselect the checkbox once it has been added.
   
   
   
6. DropDownList
   Select this to create a drop down list with the value and text specified when this custom field was created. If there are multiple values, you can specify which of the values is the default selection when adding the field. Please note that the system will only display the text in the user interface.
   
   
   
7. Date
   Select this to create an editable date field that displays the default date specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own date when adding the field.
   
   
   
8. Time
   Select this to create an editable time field that displays the default time specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own time when adding the field.
   
   
   
9. Date & Time
   Select this to create an editable field that displays the default date and time specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own date and time when adding the field.
   
   
   
10. Money
    Select this to create an editable money field that displays the default information specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own amount and currency when adding the field.
    
    
    
11. Contact Person
    Select this to create a drop down list where Users can specify the contact person from the client contacts when adding the field.
    
    
    
12. User
    Select this to create a drop down list where Users can specify any Users in the system when adding the field.
    
    
    
13. Case
    Select this to create a drop down list where Users can specify any cases in the system when adding the field.
    
    
    
14. Email
    Select this to create an editable email address field that displays the default email address specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own email address when adding the field.
    
    
    
15. Web Page Link
    Select this to create an editable web page link field that displays the default web page link specified when this custom field was created. Alternatively, you can leave it blank to allow Users to enter their own web page link when adding the field.
    

4. Indexed

Select this if the new custom field will be indexed.

 

5. Sensitive

Select this if the new custom field contains sensitive information.

 

6. Read-only

Select this if the new custom field is read-only.

 

7. Visibility on Details view

1. Manually added: select this if the new custom field must be manually added to a specified card.
2. Always visible: select this if the new custom field is always visible in a specified card by default.
3. Hidden: select this if the new custom field is hidden by default.
4. When specific tag is selected: select this if the new custom field is only available when a specific tag is selected.
   

8. Exists in Field Groups

Here is where you can add the new custom field to an existing field group.

 

After filling in the information, click the Create button, and you are done.

 

For more information about adding a Field Group, click here.

 

Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to access Control Panel.