Create a Text Field

Use Application Composer to add a text field to an existing Projects object as per your business requirement.

Note: Once you create a field, you can't change the field's Name and API Name. Even if the Display Label changes, the name used to refer to this field in Groovy expressions doesn't change.

Adding a Text Field

Use the following steps to create a text field.

  1. Ensure that you're working in a sandbox.

  2. Click Navigator > Tools > Application Composer.

  3. Select ERP and SCM Cloud from the Application list, enable PPM as the Object Tags and expand Standard Objects.

  4. Expand any of the following objects and click Fields to add a text field:

    • Backlog Item

    • Project Deliverable

    • Project Issue

    • Project Resource Request

    We will explain the following steps to show how a text field is added to the Project Resource Request object for Project Management work area.

  5. Click the Fields link under the Project Resource Request object.

  6. In the Custom tab, click the Create a custom field icon.

  7. In the Select Field Type window, select Text and click OK.

  8. In the Create Text Field page, enter the information for the field. You must enter values for the Display Label and Name fields. The attributes for the text field are described in the following table.

    Property

    Description

    Display Label

    Display label for the field. For example, create a text field named Travel Location.

    Help Text

    Information displayed in the tool tip.

    Display Width

    Character width for the text field.

    Display Type

    Determines the type of text field displayed to the users. You can choose Simple Text Box that's a single-line text field, or Multiline Text Area, a larger text area that spans multiple lines.

    Name

    Unique identifier for the field. This field is used for internal purposes and not displayed to the users. The Display Label is the default value for this field but you can change the name. The application programming interface (API) name that you use to identify the field in Groovy expressions is derived from this name.

    Description

    Optional description of the object. This field is used for internal purposes.

    Required

    Indicates if the field is required. Optionally, use the expression builder to write an expression that specifies when the field must be required.

    Updatable

    Indicates if the field is updatable. Optionally, use the expression builder to write an expression that specifies when the field can be updated.

    Searchable

    Indicates whether to make the field available for selection as additional search criteria in the Add Fields list in Advanced Search mode.

    Depends On

    Indicates the fields whose data changes will cause the field's constraint expressions to be re- evaluated.

    Minimum Length

    Indicates the minimum number of characters allowed in the text field.

    Maximum Length

    Indicates the maximum number of characters allowed in the text field.

    Fixed Value

    Literal default value for the field. Do not enter a fixed value if the field is both required and intended to be unique because that causes runtime errors.

    Expression

    Expression that dynamically sets the default value.

  9. Click Save and Close. You can view the new text field (Travel Location) under the Custom tab on the Fields page.

  10. Expand the Project Resource Request object and click the Pages link.

  11. On the Project Resource Requests: Pages page, click the Duplicate icon in the Landing Page Layouts section of the Project Management work area.

  12. In the Duplicate Layout window, enter the new layout and source layout name. For now, keep the new layout name and the source layout to the default value.

  13. Click Save and Close. You can now see the Default custom layout link under the Landing Page Layouts section of the Project Management work area.

  14. Click the Default custom layout link from the Landing Page Layouts section of the Project Management work area.

  15. On the Landing Page Layout: Default custom layout page, click the Edit icon next to the Project Resource Requests Table in Project Management work area heading.

  16. In the Configure Summary Table section, select the new text field (Travel Location) from the Available Fields table and move it to the Selected Fields table.

  17. Click Save and Close. You can now see the new text field (Travel Location) on the Project Resource Requests page in the Project Management work area.

Note: After you make your changes in a sandbox, work with your applications administrator to either delete or publish the sandbox. Deleting the sandbox reverts your changes. Publishing the sandbox applies the changes you made across your organization.