Add Field

Designer > Objects > {object} > Fields

Fields can be added to an object, customized, and displayed in a variety of ways.

Basic Information

Specify the basic characteristics of the field

Label

Enter a field label; This label is displayed on the Form

Display Type

The fields in this page will change, depending on the Field Display Type selected

Always Required

Checkbox

• Default is unchecked
• If checked, this field is required in All Forms and all API calls

(Optional) Include in Quick Edit

This choice will appear for fields in these objects only: Prospects, Accounts or Contacts; See Quick Edit for more information

Field Name

The name that will be used to reference this object. Must conform to the Field Naming Rules

(Optional) Mapped to Account Column

This choice will appear for fields in Prospects only; Select a field in the Accounts object that will be mapped to this new field (When a Prospect is converted to an Account, this field value is copied to the specified Account field; The Account field is overwritten with the value in this field)

Display Attributes

This section is displayed when adding a new field. It specifies the default attributes for the field, when it appears in a Form.

Section

Select the section in the default form where the field will appear. (The Basic Information section is the default.)

Required

Checkbox

• Default is unchecked
• If checked, this field is required in the current Form

Default Value

Specify the content to be displayed as the Default Value when adding a new record to this object, or use the interactive Formula Builder to define a default-value expression.

Considerations

• For Lookup fields, the value must resolve to a record_id. (A user_id, for Lookups to the USER object.)
  For example, this formula can be used to specify a default value for the record Owner, by using an email address to do the Lookup:

LOOKUP('USER','id','email="newOwner@OurCompany.com"')

Role-Based Field Visibility

When a new field is created, it's visibility can be determined by the user's Role.

Learn more: Role-Based Field Visibility

Description Information

Optionally, add a description of the field

Description

Text entered here will be displayed when the user hovers their mouse over the field--but only if Show_Field_Hints has been enabled for the form the user is in.