Add Form Type Custom Fields

Custom fields are completely configurable and up to the account administrator to define. These fields display on the Add/Edit Form Type Page for administrators to complete. Form type custom fields are useful because they can contain additional information that is not part of the standard form type, which can be pulled into reports to define or separate form type information.

Form type custom fields can also be added under Global Custom Fields.

To add form type custom fields

  1. Click the Setup link located in the username drop-down menu.

    2. The Setup page is displayed.

  2. In the Administration Tools, click Forms.

    3. All Forms setting options display.

  3. Click Form Type Custom Fields.

    4. The Form Type Custom Fields page is displayed.

  4. Click Add Field.

    5. The Add Custom Field page is displayed.

  5. Select a data type, and then click Next.
  6. On the Custom Field Details page, enter a name for the custom field in the space provided after Field Label.
  7. Click Next.
  8. Review the details of the custom field.
  9. If changes are required, click Previous to navigate to the appropriate page and make changes.

    10. —Or—

    If details are correct, click Save.