Manage Custom Fields

These are fields that are created for your organization.

When you create custom forms, the contents that you may see on the Custom Form Creation screen may vary depending on what type of custom field you create. However, these three objects are consistent for each form:

  • Label: This text box is where you type the name of the field. Or, if the field type is a question, then this is where you type or the question phrase.
  • Field Permissions: This section is where you select the visibility settings for the field. It controls how the field is displayed to different user groups in your company. The available options are as follows:
  • View & Edit
  • View Only
  • Hide
  • Saving Options:This option allows you to save field type using one of the following buttons:
  • Submit: Click this button to submit a field type. The screen refreshes and the new field is immediately added to the field table under the Custom Fields heading.
  • Save and Add New Field: Click this to save and add another field. The new field is added to the field table under the Custom Fields heading, but the screen remains in edit mode, allowing you to add more custom fields.