Add a Custom Field to the Workflow Table

Use these steps to add a custom field to the workflow table in the database. After the field has been added, you can then add it to a form. See Process for Adding Fields to a Form for more information.

If you are adding a custom field because you need a field with a different label, consider changing the label of an existing field instead of adding a new field. For example, you could change the Scheduler label to Planner. See Edit a Custom Field Label for steps.

To add a custom field to the workflow table in the database, complete the following steps:

1. On the Navigation menu, click Administration » User-Defined Data.

   Alternatively, you can access User-Defined Data by clicking the Add New Custom Field button on the Workflow Type Configuration toolbar.

2. On the User-Defined Data form, in the Area drop-down list, select All Workflows.

3. On the Custom Fields tab, click the line on the grid below which you want to insert a new field.

4. Click Insert.

5. Enter or select the necessary values.

6. Click Save.

7. NEXT STEP: Use Workflow Type Configuration to Add the custom field to a form.

What do you want to do?

Delete a custom field from the workflow table

Edit a custom field label

Customize form elements using the Form Designer

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