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.
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