Add a Strategy Field

Add custom strategy fields to enable users to enter or view information which is important to your organization.

Note: On pages that support auto-save, configured field formulas will be automatically recalculated when a change is made that impacts the value of a configured field formula. However, there may be times where the recalculation is not updated in the user interface. When this occurs, refresh the page to see the recalculated value.

To add a strategy field:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Defaults & Options, and then select Strategy.
On the Defaults & Options: Strategy page, select the Configured Fields tab.
In the table, select  Add.
1. In the Column Label column, enter a name for the new field.
2. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
3. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
4. In the Type column, select Manual if this field will hold data entered by a user or Formula if the data it holds will be calculated on the basis of a formula.
5. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
6. If you selected Formula, configure the Formula section.
Select Save.
In the Summary & Settings panel, select  Close.

Tips

To delete a configured field, select the field, select  Context, and then select Delete. You cannot delete a configured field if it is used in a form, workflow, or field mapping.

This setting is used in the following apps:

Strategic Alignment

Next: Stored Periods