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custom_fields [2019/06/04 13:33]
ssehgal
custom_fields [2019/06/05 19:00] (current)
Mahender Bist
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 ====== How can I create my own fields? ====== ====== How can I create my own fields? ======
  
-We have feature ​'​Custom Fields'​which needs to be enabled ​to your account ​and it will give privilege to you for creating the custom fields.+'​Custom Fields'​feature, once assigned ​to your accountwill give privilege to you for creating the custom fields ​that are reusable.
  
-Once the feature is enable for any account then "​Custom Fields"​ option will be enabled under settings for super-admin.  ​+Once the feature is enable for any account then "​Custom Fields"​ option will be enabled under settings for super-administrator. Other users can setup the custom fields from "My Profile"​ option.  ​
  
-     * Super Admin can define custom field.+     * Super Admin can define custom field once the account has this feature enabled.
        ​{{:​custom-field-1.png|}}        ​{{:​custom-field-1.png|}}
-     ​* ​Access needs to be given to Admin, Regular User from Accounts Settings+     ​* ​Super Admin should assign access ​to Admin, Regular User from Accounts Settings ​as required.
         {{:​custom-field-2.png|}}         {{:​custom-field-2.png|}}
      * Anybody with access can create Custom field and share with all within their account.      * Anybody with access can create Custom field and share with all within their account.
      * If not shared with all, only the owner (person who created the custom field) of the customer field and super admin can view and use the fields.      * If not shared with all, only the owner (person who created the custom field) of the customer field and super admin can view and use the fields.
-     ​* ​View only or edit access- While sharing ​the access ​can be made ‘View only’ or ‘Edit’ ​enabled+     ​* ​Owner of the field can give ‘View only’ or ‘Edit’ ​access while assigning the fields
-     * Custom fields can be used from the API. +     * Custom fields can be used from the API. Please see Developers guide for more information.
custom_fields.txt · Last modified: 2019/06/05 19:00 by Mahender Bist