To open this tool, select Control panel, Settings, then from Blueprint select the menu and choose Custom fields.

Select a Record type from the left panel to view existing custom fields for that record type.

For related setup tasks, use Fields library to manage labels and field behavior, and use Forms library to place fields on forms.

Note: There is a limit of 1,000 custom fields per record type.

Add a Calculation Field

1. On the Custom fields page, select Add new, then select Calculation.

2. Select a Record type, then enter a Field name and Standard label.

3. Select Insert field to add available Currency, Date, or Number fields to your formula.

Note: Add operators manually between field variables, and use uppercase for functions such as SUM() and AVG(). Example: SUM(Field1, Field2, Field3) or {Field_1}+{Field_2}+{Field_3}.

Add a Field

1. On the Custom fields page, select Add new, then select Field.

2. Select a Record type, then enter a Field name and Standard label.

3. Select a field Type, then enter the Maximum character count.

Note: Do not use Small, Medium, or Large number types for currency values. If currency symbols are entered, this can cause errors. For currency capture guidance, see Create New Currency Fields.

Note: Each record type supports up to 1,000 custom fields, and column names cannot exceed 53 characters.

Add a URL Field

1. On the Custom fields page, select Add new, then select URL.

2. Select a Record type, then enter a Field name and Standard label.

3. Select Insert field to add one or more fields from the selected record type to the URL pattern.

Note: The 1,000 custom-field limit per record type also applies to URL fields.

Edit or Delete a Field, URL, or Calculation

Select the menu next to the item you want to update, then choose the appropriate action.

Warning: Changing a field data type can cause data loss when the old and new types are incompatible. Deleting a custom field permanently removes both the field and all historical values stored in that field.