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creating custom fields RRS feed

  • Question

  • Is it possible to create custom fields with user defined entry, (pull down window, or entering text).  I was able to insert a field into the 'Contacts' detail page but was forced to select a pre-defined field.

     

    Ideally I would like to

    1) create a field(s) (in account, contact, lead, opportunity)

    2) determine the input to the field (text, number, auto-populate)

    3) pull a report which would list account, contact, lead that had a certain value in one of these custom fields

     

    Thanks

     

    Rob

     

    Friday, July 18, 2008 5:30 PM

Answers

  • Sorry, you are stuck with the pre-defined options for the field types & display types.  There are no hooks to easily modify these settings.  Some people have done things with DHTML to modify portions of the page via the OnLoad event, but that can get tricky and it not "supported".  Key would be ensuring that any change like this would still enable to push of the data on the submit.

    Friday, July 18, 2008 7:07 PM

All replies

  • Sorry, you are stuck with the pre-defined options for the field types & display types.  There are no hooks to easily modify these settings.  Some people have done things with DHTML to modify portions of the page via the OnLoad event, but that can get tricky and it not "supported".  Key would be ensuring that any change like this would still enable to push of the data on the submit.

    Friday, July 18, 2008 7:07 PM
  • Hi Rob,

    You can add new attributes to an entity and then select these for insertion into your forms. There are a number of formats available for these (picklists, text fields, check boxes etc.). Go to the entity and look in the attributes area Wink

    Leon Tribe
    Monday, July 21, 2008 12:44 AM