Add a Field to a Workspace or Script

The following procedure describes how to add a field to a workspace or script.

1. From an open workspace or script, click the Insert Field tab.
2. Click Object Type Selector.
   Note: Custom fields can be added to the design space only if their Admin Edit visibility setting is selected. See Overview of Custom Fields.
3. Click the type of field you want to add to the workspace.
   The ribbon is updated to display the fields for the record type you select.
4. To view fields that do not fit on the ribbon, click the up and down arrows on the scroll bar on the right of the ribbon.
5. To view all the fields available for the workspace type you are editing, click Expand Fields below the scroll bar.
6. Click the field you want to add.
7. To add the field to an open cell in the design space table, hover over the cell and then click when it becomes highlighted.
8. To insert the field between fields or controls already added to the design space, hover the mouse between the fields or controls and then click when the line indicator appears.
9. To set a keyboard shortcut for the field, click Text on the Design tab, enter a label for the field, and enter an ampersand (&) in front of the character you want to be the keyboard shortcut. For example, to allow staff members to move the focus to a field with the label “Details” by pressing Alt+T, enter De&tails.
   Tip: You can also click the label on the design space to edit the label value without clicking Text.
10. To edit other field properties, see Edit a Field or Control.