Creating Custom Fields by Type

You can create the following types of custom fields:

• Custom CRM fields (see Creating Custom CRM Fields).

• Custom Entity fields (see Creating Custom Entity Fields).

• Custom Item fields (see Creating Custom Item Fields).

• Custom Transaction Body fields (see Creating Custom Transaction Body Fields).

• Custom Transaction Line Fields (see Creating Custom Transaction Line Fields).

• Custom Item Number fields (see Creating Custom Item Number Fields).

• Custom Transaction Item options (see Creating Custom Transaction Item Options).

• Other Custom fields (see Creating Other Record Fields).

• Other Sublist fields (see Creating Other Sublist Fields).

Related Topics

• Creating a Custom Field
• Assigning Custom Fields to Specific Record Types
• Behavior of View from Order Only Settings on Transaction Line and Transaction Body Custom Fields
• Setting Display Options for Custom Fields
• Setting Validation and Defaulting Properties
• Setting Sourcing Criteria
• Sourcing and Filtering Examples
• Setting Filtering Criteria
• Dependent Dropdown Lists
• Restricting Access to Custom Fields
• Restricting Access to Employee Custom Fields
• Creating Read-Only Custom Fields
• Adding Translations for Custom Fields
• Adding Custom Fields to Transaction Forms
• Tracking Changes to Custom Fields

General Notices