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Create New Custom fields

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Create custom fields to store important information. Before you begin, determine the type of field you want to create.

  1. Navigate to the appropriate object and open the Quick Access Toolbar
  2. Hover over View Fields and Click +New
  3. Choose the type of field and click Next. Consider the following.
    1. Relationship fields count towards custom field limits.
    2. Additional field types may appear if an AppExchange package using those field types is installed.
    3. The Roll-Up Summary option is available on certain objects only.
    4. Field types correspond to API data types.
  4. For relationship fields, associate an object with the field and click Next.
  5. Enter a Field Label.
  6. Apto populates Field Name using the Field Label. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Use the field name for merge fields in custom links, custom s-controls, and when referencing the field from the API.
  7. Enter field attributes and select the appropriate checkboxes to specify whether the field must be populated and what happens if the record is deleted.
  8. For relationship fields, optionally create a lookup filter to limit search results for the field.
  9. Click Next.
  10. Specify the field's access settings for each profile, and click Next.
  11. Choose the page layouts that will display the editable field and click Next.
  12. For relationship fields, optionally create an associated records related list and add it to page layouts for that object.
    1. To edit the related list name on page layouts, click Related List Label and enter the new name.
    2. To add the related list to customized page layouts, select Append related list to users’ existing personal customizations.
  13. Click Save to finish or Save & New to create more custom fields.

Next: Define a Dependent Picklist



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