What This Does
This guide explains the full process for creating, validating, and rolling out custom fields safely.Before You Begin
Decide:- which module or entity needs the field
- whether the field is optional or required
- whether it should be text, number, date, select, or another supported type
- whether it should appear only internally or broadly in user forms
Steps
- Open
OrganizationorTeamsettings. - Go to
Custom Fields. - Select
Create New. - Enter the field name.
- Choose the field type.
- Select the target entity or form location.
- If the field is a selectable type, add the allowed values.
- Mark the field as required only if the data is truly necessary.
- Save the custom field.
- Open a create or edit screen for the target entity.
- Confirm the field appears in the correct place.
- Test entering and saving a value.
What Happens Next
Once published, the field becomes part of the data users enter for that entity.Tips
- Keep field names user-friendly.
- Avoid creating duplicate fields with slightly different names.
- Test the field before announcing it broadly.