Create Custom Form Fields

Follow these steps to create custom form fields.

To create custom form fields:

  1. Click Create Custom Field.
  2. On the Create Custom Field screen, select a type in the Field Type drop-down list.
  3. 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.

  4. Click Submit or Save and Add New Field to save the custom field.
  5. If you clicked Save and Add New Field, repeat Steps 1 to 4.