Creating a Custom Field for use in Custom Note Forms

You can create a custom field that can be displayed on custom note forms. The note record has a type of Other Record, so its custom fields must be of the type Other Custom Field.

To create a custom field that can be displayed on custom note forms:

1. Go to Customization > Lists, Records, & Fields > Other Custom Fields> New.

2. In the Record Type field, select Note.

3. Complete the remaining fields, as needed. For more information, see Creating Other Record Fields.

4. Click Save.

After you save this type of custom field, the field is displayed by default on all custom note forms. You can hide the field on specific custom note forms by clearing the Show box.

Related Topics

• Custom Forms
• Creating Custom Note Forms
• Creating a Custom Note Form
• Using Custom Note Forms

General Notices