Fields and Tables

Use the Fields and tables page to manage custom fields, system fields, and table values. These settings help you capture the information your organization needs and keep data entry consistent.

To open the page, under Settings, select Fields and tables. Then select a tab to manage the related fields or tables.

Under Custom fields, add or edit field types that your organization defines. Custom fields capture information that is not included in the predefined system fields. For steps, see Manage custom field types.

Under System fields, edit predefined fields. You can make a field required so users must enter a value before they save a record, or hide a field to prevent data entry when your organization does not use it. For steps, see System fields.

Under Tables, add and edit tables and their values. Tables help you provide consistent choices when users enter information. For steps, see Manage tables.

Tips And Best Practices

• Use clear, specific names for custom fields and tables so users can identify the correct option during data entry.

• Make a system field required only when every relevant record needs a value.

• Hide system fields that your organization does not use to keep data entry focused.

• Review field and table settings before you change them because those changes can affect how users enter and report on data.

• Keep table values consistent and remove values only after you confirm that users no longer need them.