Create Custom Form Fields
Follow these steps to create custom form fields.
To create custom form fields:
- Click Create Custom Field.
- On the Create Custom Field screen, select a type in the Field Type drop-down list.
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The Create Custom Field screen expands to display the following sections, depending on the field type that you selected:
Field Properties: This section contains the custom field name or Label. Here, type a helpful text that explains how to complete the field; whether the custom field is optional, required, or required; and a merge code value to apply to the custom field.
Note:Merge codes can only contain alphanumeric characters and cannot contain any spaces; for example, if the custom field you were creating was for sleeve lengths for a uniform, then the merge code could be: uniform_sleeve_length.
Options to Select From: This section includes text boxes to create the value options for the custom field.
Current Options: This section contains a table populated with the values created for the custom field selection.
Field Permissions: This section contains the permission level options for that custom field. Select as many as applicable.
- Click Submit or Save and Add New Field to save the custom field.
- If you clicked Save and Add New Field, repeat Steps 1 to 4.