Administrative Help

Custom Workspace Names Step 1: Creating a Text Field

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The first step in creating a Custom Workspace Display Name is creating a text field that contains the first part of the new custom name string.

Note: This procedure assumes a familiarity with the Custom Field Wizard and does not go into detail about all the options the wizard contains. For more detailed information about creating custom fields, see Creating Custom Workspace Type Fields.

To create an Auto Name Number custom Text field:

  1. In Step 1 of the Custom Field wizard:
  2. Give the field a name.
    For example, Workspace_auto-name_start.
  3. Specify that it is a Required field.
  4. Specify that it is a Profile field.
  5. Select the workspace type in which the field should be included.
    In most cases you create an Auto Workspace Name Field for a single workspace type.
     
  1. In Step 2, specify that the field is a Text field.
  2. In Step 3:
  3. Type the default text for the field.
    For example, if you want your workspace names to being with Network Maintenance - , you would type "Network Maintenance - "(including the final space but without the quotation marks).
  4. Specify that the field is a Text field.
  5. Click Save & Finish to save the new field.

 

Continue to the next step: Creating an Item Number Field.