Custom Objects: Operations Custom Fields

In order to add Custom Fields you must setup an Operations Custom Object first. For more information on creating Standard Custom Objects and Workflow/Pipeline Custom Objects please review the associated articles.

 

Add a Custom Field: 

  1. Click Settings from the top menu bar
  2. Click Customize Fieldsmceclip0.png
  3. Click Custom Objects
  4. Use the dropdown to navigate to the Success Custom Object you would like to relate the Custom Field to mceclip2.png
  5. Find the appropriate category, click Add New Fieldmceclip3.png
  6. Enter the Field Name
  7. Choose the Field Type (Based on the chosen field type, additional settings may need to be configured in the pop-up)
  8. Click Savemceclip5.png

Edit Custom Field:

  1. Click Settings from the top menu bar 
  2. Click Customize Fieldsmceclip6.png
  3. Click Custom Object 
  4. Use the dropdown to navigate to the Success Custom Object you would like to edit mceclip7.png
  5. Click on the … Custom Field
  6. Click Edit Optionsmceclip8.png
  7. Make the necessary changes
  8. Click Savemceclip9.png

 

Delete Custom Field: 

  1. Click Settings from the top menu bar 
  2. Click Customize Fieldsmceclip10.png
  3. Click Custom Object 
  4. Use the dropdown to navigate to the Success Custom Object you would like to edit mceclip2.png
  5. Click on the … Custom Field
  6. Click Deletemceclip11.png
  7. Confirm Delete - this will permanently delete the Custom Field. Please ensure this custom field is not included on any forms, surveys, automations, or other tools in Kizen prior to deleting it

 

Hide a Custom Field

  1. Click Settings from the top menu bar 
  2. Click Customize Fields
  3. Click Custom Object 
  4. Use the dropdown to navigate to the Success Custom Object you would like to edit 
  5. Click on the … Custom Field
  6. Click Hidemceclip13.png

 

Reorder Custom Fields 

  1. Click Settings from the top menu bar 
  2. Click Customize Fields
  3. Click Custom Object 
  4. Use the dropdown to navigate to the Success Custom Object you would like to edit 
  5. Select the recorder iconmceclip14.png
  6. Drag and drop the Custom Field to the new location in the Category

 

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