Add a Custom Log Field
Add custom log fields to enable users to enter or view information that is important to your organization.
To add a custom log field:
- In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
- From the Main Menu, select Summary & Settings.
- On the Summary & Settings page, select Defaults & Options, and then select Custom Logs.
- On the Defaults & Options: Custom Logs page, select the Configured Fields tab.
- In the table, select Add.
- In the Column Label column, enter a name for the new field.
- In the View Column Name, enter a name for the field as it will be seen in the database when creating logs.
- In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
- In the Type column, select Manual if this field will hold data entered by a user or Formula if the data it holds will be calculated based on a formula.
- (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.
- If you selected Formula in the Type column, configure the Formula section.
- 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.
This setting is used in the following apps:
Custom Logs |
Last Published Wednesday, October 16, 2024