Creating and Modifying Custom Fields

To create a custom field:

1. You can create a new custom field from anywhere in OpenAir. To do so, select Custom fields from the Create Button.

   

2. Select the entity the custom field is associated with along with the type of field you are creating. Click Continue.

   Note:

   After you have created a custom field, the entity and type of field cannot be changed. See Record Types and Forms Supporting Custom Fields for details on the available entities and see Custom Field Types for details on the types of fields.

   

3. Fill out the custom field form values. See Defining Custom Fields.

4. Click Save.

   Note:

   To change the position a field displays see Custom Field Position.

To view, modify, and delete a custom field:

1. Go to Administration > Global Settings > Custom Fields.

2. To view or modify an existing custom field, click on the name of the custom field.

   Note:

   The position field shows the order in which the fields are displayed on the form. See Custom Field Position.

3. Do one of the following:

   • Click Save to save the changes you have made to the custom field.

   • Click Cancel to undo any changes you have made.

   • Click Delete to delete the custom field. You will be prompted to confirm that you really want to delete the custom field.

     Note:

     You only have the option to delete the custom field if it has not been used. You can, however, always set the custom field as not active, and you can rename the custom field.

   See Defining Custom Fields for details on changing the field values.