Skip to main content

Create a custom field

Use Custom fields to add a company-specific choice field to a supported record type.

Who can do this​

You need company:platform_fields:manage to create or change custom fields.

Create a field​

  1. Use the company switcher to select the company you want to manage.
  2. Select Settings in the main navigation.
  3. Under COMPANY, select Custom fields.
  4. In Entities, select the record type that needs the field.
  5. Select New field in the upper-right corner.
  6. Enter the Label.
  7. Select Multi-select or Single-select under Field type.
  8. Turn on Agent prediction only when the agent should suggest a value.
  9. Select Add description if the field needs instructions.
  10. Under Options, enter a value and select Add option. Repeat for each allowed value.
  11. Select Create field.

What you should see​

The field appears for the selected record type with the options you added. The record type names and other fields available to your company come from its schema.

If something goes wrong​

  • If the record type is missing from Entities, it does not support self-serve custom fields in this workspace.
  • If Create field is unavailable, enter a label and at least one option.
  • If the field should use values from an ERP record instead of a fixed choice list, contact your administrator before creating it.

We use cookies to understand how visitors use our site.