Creating Custom Fields

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This article explains how to create custom fields in Rethink. 

Like in an Excel spreadsheet, you will choose the format of your custom field by selecting the Field Type. There are lots to choose from: text fields, date fields, formula fields, picklist fields, and more.

In this example, we would like to add a field to property records that will easily indicate if the property is for sale. The most appropriate type of field for this would be Checkbox. 

Step 1. Go to Setup > Object Manager and select the object where the field will reside.

In this example, we are adding our custom field to the Property object, so we will choose Property. 

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Step 2. Go to Fields & Relationships in the left pane, then click New.  

Tip: To edit an existing field, use the Quick Find search box to search for the field in question.

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Step 3.  Choose a field type that best suits your use case, then click Next.

In this example, we will use a Checkbox for an easy yes/no indication.

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Step 4. The next step will differ depending on the field type you have selected. Enter the display name for your field in Field Label, then enter an optional Description and Help Text for your users.  Field Name will populate automatically (leave as-is) - this is the field API name used in the back-end. Click Next when ready.

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Step 5. Choose which user profiles should have access to view and edit the field. In most cases, you will leave them selected (so all profiles have access to the field), and click Next

Every row indicates a different profile type - default user profiles are Rethink Standard User and Rethink Advanced User.

  • Checking Visible will allow users associated with that profile to view and edit the field;
  • Checking Read-Only will allow users associated with that profile to view the field, but not edit the field;
  • Deselecting Visible will hide the field from users associated with that profile.

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Step 6. Indicate which Page Layouts you want the field on. In most cases, you will leave them all selected (so that the field is added to all page layouts), then click Save.

Tip: Page Layouts allow for different configurations. For example, Rethink uses different Record Types and associated Page Layouts for each property type (Office, Industrial, Retail, etc.). This allows us to display only those fields that are applicable to each property type.

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Step 7. Your custom field has been created!  Now, move the field to the desired position on the Page Layout. To do this, click Page Layouts in the left pane, then select one from the list to edit.

In our example, we would like the checkbox field we created to be on every page layout, so we will need to repeat this step for each of our layouts. 

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Step 9. At the top of the Page Layout Editor are all available items you may add to the layout. The first section is Fields, which is where you will find the field you created. In this example, we already added the field to our layouts, so the field will be shown in light gray (as if it's grayed out).  Click on the field anyway - you will be taken to the area on the layout where the field was placed.

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In our example, we want this "For Sale" checkbox in the right column, so we will drag and drop the field to the desired location.  When dragging a field, a green line will highlight any available areas that you can place the field; any area where the field is not allowed will be highlighted in red.  Don't forget to click Save after making your changes. 

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Now, go into a property record and refresh your browser to see the new field in action.

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Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about creating custom fields.

 

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