1. Administrator Guide
  2. Administration – Global Settings
  3. Custom Fields
  4. Creating and Modifying Custom Fields

Creating and Modifying Custom Fields

You can create a new custom field from anywhere in SuiteProjects Pro.

After you create a custom field, you can view and modify its properties.

If you want to change the position of a new custom field (relative field order) on the properties form for the associated object type, you can only do so after you save the custom field. See Custom Field Position.

You can delete a custom field only if there are no values recorded for this field. If there are values for a custom field, you cannot delete it, but you can clear the Active box for this custom field if you no longer need the custom field.

Important:

Do not rename or amend custom fields that support additional features and integrations. Doing so would prevent the feature or integration from working as intended.

To create a custom field:

  1. Select Custom fields in the Create menu.

  2. Under Add a custom field to, select the object type for which you want to create the custom field. For more information about supported object types, see Record Types and Forms Supporting Custom Fields.

  3. Under Type of field to add, select the type of field that you want to create. For more information about supported field types, see Custom Field Types.

  4. Click Continue.

    The Custom field properties form appears.

    Note:

    After you save the custom field, it is not possible to change the custom field type or the object type that the custom field is associated with.

  5. Set up the properties of your custom field. See Defining Custom Field Properties.

  6. Click Save.

To view or modify custom field properties, or delete a custom field:

  1. Go to Administration > Global Settings > Custom Fields > > [select a custom field].

    The Custom field properties form appears.

  2. Change the properties of your custom field, as needed. See Defining Custom Field Properties.

  3. Do one of the following:

    • Click Save to save the changes and return to the custom field list.

    • Click Cancel to discard the changes you have made and return to the custom field list.

    • Click Delete to delete the custom field, then click OK in the confirmation dialog.

      Note:

      The Delete option is available only if there are no values recorded for this custom field.