Manage Custom Field Types

Custom field types, also called attribute types, let you capture record information that standard system fields do not include. Use custom fields to track information specific to your ization.

You can define custom fields with text, date, yes/no, number, currency, or table input types. Users view this information under Custom fields on the related record.

Add a custom field type with Add a custom field. You can also edit or delete custom field types from the menu in the custom field list.

To find a custom field type, search the list or apply filters.

Steps to Add a New Custom Field Type

1. From the Fields and tables page, select Add a custom field under Custom fields.

2. Enter the name of the new custom field type.

3. In the Subledger field, select the area or module you want the field to appear.

4. In the Displays on record type field, select the record on which the field appears.

5. Specify whether the field is Required or One per record.

6. In the Input type field, select the field format. Data types include text, date, yes/no, number, currency, and table.

   Tip: For the Table input type, select an existing table or select New table to create one.

7. Select Save.

Edit a Custom Field Type

1. From the Fields and tables page, under Custom fields, select the menu next to the custom field type you want to edit, and select Edit.

2. Edit the field name, input type, and required setting. You cannot edit the subledger or record type.

3. After you make your edits, select Save.

Delete a Custom Field Type

To delete a custom field type, under Custom fields on the Fields and tables page, select Delete from the menu next to the field type.

Warning: You cannot delete a custom field type if it is currently in use. To verify a custom field type is not being used, check the In use column in the grid.