Thursday, September 13, 2018

Add a Custom Field on the Address Tab of an Entity Record


To create and display a custom field in the Address tab of an entity record, perform the following steps:

     
     1. Navigate to Customization > Lists, Records, & Fields Entity Fields > New.
     
     2. Provide a Label.
     
     3. Set the field Type and List/Record if applicable.
     
     4. Enable any preferences as desired.

     5. Check the desired entity form (Customization > Forms > Entity Forms) to display this field under the Applies To tab.
     
     6. In the Display tab, set Subtab field to Main.
     
     7. Click Save.
     
     8. Navigate to Customization > FormsEntry Forms.
     
     9. Edit the preferred entity form.
     
     10. Click Move Elements Between Subtabs.
     
     11. Locate the custom field under the Main tab.

     12. Check Select for the custom field, the set Subtab to Address.
     
     13. Click Save.

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