Add or Edit a Text Custom Field

1. Select a category from the Categories panel to view the Category Details.

The Custom Fields section displays the custom fields for the selected category.

2. Click Add record on the Category Details panel to add a new custom field.

3. Enter a Field Name and click Add.
4. Select the custom field from the Custom Fields section to enter the details.

5. Select Text from the Type drop-down list.
6. Select the Required check box to make the custom field required to be populated before a work activity can be closed.
7. Select Visible if you want this field to be visible on the work activity.
8. Enter a Default Value, if desired, to appear in this field on the work activity.
9. Enter a Link Field name, if desired, to integrate work activities to applications with unusual field names.

NOTE: The Link Field name is not seen or used by end users. Give the field a logical custom name and place the third-party system's name in the Link Field.

TIP: You can filter the list of records displayed. See Filter Records for more information.

10. To edit a Text custom field, select it from the Custom Fields section and make the desired changes.

Once custom fields have been added to a category, they can be rearranged.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.