Add an Idea Field

Add custom idea fields to enable users to enter or view information that is important to your organization.

To add an idea field:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Defaults & Options, and then select Idea.
4. On the Defaults & Options: Idea page, select the Configured Fields tab.
5. In the table, select  Add.
   1. In the Column Label column, enter a name for the new field.
   2. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
   3. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
   4. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
6. Select Save.

Tips

• To delete a configured field, select the field, select  Context, and then select Delete. You cannot delete a configured field if it is used in another configured field, a form, a workflow, or a field mapping.
• To choose which currency to view cost in configured fields of data type cost, select the Currency tab in  Settings.
• Multi-currency is supported only in data type cost for formula configured fields.
• For a configured field of data type cost, the cost formula calculation is performed and saved in base currency then converted to project currency.
• For configured fields that are data type number and integer, using cost fields as part of formulas will only produce one value. This value is always calculated and displayed in base currency.