Help Document
Adding and Editing Fields for Entities

    ADDING AND EDITING FIELDS FOR ENTITIES

    Upon creation, Entities have a standard set of fields. Administrators can further customize Entities by adding additional fields. For more information on custom Entity fields, see Custom Fields Overview.

    Requirements

    To add fields to Entities, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO ADD FIELDS TO ENTITIES:

    1. In the Setup Home page, click Create > Entities.
    2. Click the Entity to which you want to add fields.
    3. Select the Fields tab.
    4. Click New.
    5. Select a data type for the field and then click Next Step.
    6. Configure the field details and then click Save.

    TO EDIT ENTITY FIELDS:

    1. In the Setup Home page, click Create > Entities.
    2. Click the Entity to which you want to add fields.
    3. Select the Fields tab.
    4. Click the field you want to edit.
    5. Click Edit.
    6. Configure the field and then click Save.

    SEE ALSO


    << Creating And Editing Entities | Configuring Entity Permissions >>