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Creating a Text Field

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  1. Go to Records > Fields.
  2. Click on the New + icon.

Creating_a_Field.png

In the Create New Field window:

  1. In the Field label, give the Field a Name.
  2. In the Field Type dropdown select Text.
  3. Indicate the Max number of characters the field should have.
  4. Turn the Mandatory switch ON if you would like the field to be mandatory. Otherwise, leave it turned OFF, this is the default setting.
  5. Save.

Creating_a_Text_Field.png

  Relevant for: Administrators / Managers.
  Please note: Managers can only create new Fields if the Allow Managers to manage Forms and Form Fields toggle is turned ON on Permission Settings.
Fields_creation.png

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