Custom Field Wizard - Name and General Options

The Custom Fields wizard steps you through the process of creating a custom field. In the first step, give the field a name, specify if the field should be required, and if you are creating a workspace custom field, select the category of field and the workspace types in which the field will be included.

Name the field and specify general options:

1. In the Custom Fields wizard, type the name of the new custom field in the Field Name text box.
   
   Invalid characters: exclamation or bang (!), semicolon (;), colon (:), comma (,), or dollar ($)
   
   Note: If you give a custom field the same name as a native field (if you name a workspace custom field Budget for example), the native field is no longer accessible using reports, and any reports using the field will display data from the custom field instead. Renaming the custom field to a unique name corrects the problem.
   
2. To make the field a required field, select Field is Required.
   If you designate the custom field as a required field, the field cannot be blank. This means that if you are creating a user-entered field, the user will be forced to enter a value in the field before they can continue in the application.

3. If you are creating a workspace custom field,
1. Select the category of the new field:

1. Profile Field
   Profile fields are used to describe a workspace and tend not to change much unless the workspace type is edited.
2. Status Field
   Status fields are used for tracking information about the status of a workspace and change over the life of the workspace.
2. Specify the workspace type(s) in which the field should be included. You must select at least one workspace type. Your options depend on the workspace types defined in your enterprise.
    

4. Click Next Step to continue.

Next: Specifying the Field Type.

For help on other steps in the wizard, click the step name:

Field Name and General Options | Field Type | Field Options | Calculation Definition / Aggregate Options | Aggregate Data Sources | Aggregate Data Fields

Note: You may not go through every step. The steps you see depend on what kind of custom field you are creating.

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