Apply a Custom Field Model to a Plan

To apply a custom field model to a plan, you must publish it and define attributes for applying it. Depending on the criteria you select, the custom fields appear in new plans.

1. On the Plans screen, select the check box of the plan to which to apply the custom field model.
2. Click the Other Actions button and select Change Plan Attributes.
3. On the Change Plan Attributes, from the Custom Field Model drop-down, select the custom field model to apply.
4. Click Save & Close.