Custom Data Tables

Custom data tables provide reusable list values for custom forms. Use them for simple options such as Yes and No or for longer controlled lists that need consistent values across records.

Note: Data tables can be used by Picklist, Checkbox, and Radio button fields.

Use classifications for coding lists

To add custom codes for coding workflows, go to Control panel and select Classifications. These codes can appear in the Coding Sheet section of a record with selectable values.

Classifications explains how to configure and manage these code lists.

Use blueprint for custom form fields

To create custom fields and forms, go to Control panel, select Settings, and then select Blueprint. In Blueprint, you can create custom fields, custom forms, and custom labels, and add or remove fields on supported records.

Blueprint Settings provides additional setup guidance and module details.