Field descriptions: Custom fields
Related topics
This pages describes the fields on the Custom fields page. They are listed in alphabetical order by block.
Header block
| Field | Description |
|---|---|
| Active |
The switch determines if the field is active and displays. |
| Anchor field | The field used to determine the relative position of the custom field. |
| Data type | The type of custom field in the database. |
| Display on |
Where the custom field displays in addition to the record and main list: Lookup or Navigation bar |
| Field type | Determines how data is collected: checkbox, date, drop-down list, numeric, switch, or text. |
| Position relative to anchor field | Determines if the custom field displays immediately before or after the anchor field. |
| Record type | The main record type for the field, such as customer, item, account, and so on. |
| Technical name | The name used to access API and in import/export operations. It should use camelCase for API consistency and cannot be modified after it's created. |
Display tab
| Field | Description |
|---|---|
| Helper text | A short sentence that displays below the field to improve correct entry. |
| Info message | A short sentence that displays in a tooltip. |
| Postfix | Characters that are added to the end of text or numeric values. Only available for text and numeric field types. |
| Prefix | Characters that are added to the beginning of text or numeric values. Only available for text and numeric field types. |
| Title | The field label that displays on the record. |
| Warning message | A short sentence that displays in a tooltip. |
Validation tab
| Field | Description |
|---|---|
| Maximum length | Only displays for text and numeric fields. |
| Minimum length | Only displays for text and numeric fields. |
| Required | Indicates if the field is required or not. |
Drop-down list details
This tab only displays if the custom field is a drop-down list.
| Field | Description |
|---|---|
| Active | Indicates if this entry is active or not in the dropdown list of entries. |
| Displayed label | The field label that displays on the screen. You can change this name. |
| Technical name | Used for API and import/export opertations. It should use camelCase for API consistency and cannot be modified after it's created. |
