Create a User-Defined Field

Updated 7 months ago by Celina Kwan

To complete this procedure, you must have Insert permission for user-defined field setup.
You can create user-defined fields for Address Book entries, Opportunities, Campaigns, Customer Service cases, and user accounts in the Set Up User-Defined Fields dialog box.

You can set up different lists of user-defined fields for each type of entry. The user-defined field structure can be multi-tiered with multiple levels of user-defined field folders, each of which may contain other folders or user-defined fields. The folder structure allows a maximum of three folder levels.

  1. In the left navigation pane, click Administration, and select Set Up User-Defined Fields.
  1. Select the tab for the category of user-defined fields you want to work with.
To Sort UDFs in alphabetical order, click Reset Order.

OR

Select a user-defined field to create the new field at the same level as the selected field.

  1. Click Add Field, and select the type of user-defined field you want to add.
  1. In the Name field, type a name for the user-defined field.
User-defined field and folder names cannot contain forward slash or backward slash characters ( / \ ).
If you are adding a formula user-defined field, enter the formula in the Formula field.
  1. Click Insert Field to add basic or user-defined fields to the formula.

You cannot insert other formula user-defined fields into the formula box.
If you are adding a duration user-defined field, select the Calculation method and display Format for the field.
  1. Select the basic or user-defined date field on which to base the calculation.
  2. Specify the properties of the user-defined field.
  3. Click Save.


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