How To Configure Custom Fields on Schedules and Activities

Configuring Custom Fields on Schedules and Activities

Configuring Custom Fields on Schedules and Activities 

Menu > Advanced Settings > Custom Fields

To add Custom Fields to schedules form, user can follow the given steps:



Below form will open: 



User is required to select the activity form. After selecting, the user has to select Activity Type. 



  1. Field Name

    Description

    Mandatory

    Form

    Select the activity form from the dropdown.

    Yes

    Custom Field Name

    Name of the custom field.

    Yes

    Field Type

    Depending upon the data to be entered in the created custom field, the user has to select the Field Type provided in the drop-down list

    Yes

    Mandatory

    If the information captured in the created Custom Field is mandatory, mark the given checkbox given.

    No

    Activity Type

    Select the activity type from the dropdown.

    Yes


The Custom Field will be added to the form.


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