Field Settings

Basic Information

Specify the basic characteristics of the field

Label

Enter a field label; This label is displayed on the Form

Display Type

The fields in this page will change, depending on the Field Display Type selected

Always Required

Checkbox

• Default is unchecked
• If checked, this field is required in All Forms and all API calls

Field Name

The name that will be used to reference this object. Must conform to the Field Naming Rules

Display Attributes

This section is displayed when adding a new field. It specifies the default attributes for the field, when it appears in a Form.

Section

Select the section in the default form where the field will appear. (The Basic Information section is the default.)

Required

Checkbox

• Default is unchecked
• If checked, this field is required in the current Form

Default Value

Specify the content to be displayed as the Default Value when adding a new record to this object, or use the interactive Formula Builder to define a default-value expression.

Considerations

• For Lookup fields, the value must resolve to a record_id. (A user_id, for Lookups to the User object.)
  For example, this formula can be used to specify a default value for the record Owner, by using an email address to do the Lookup:

LOOKUP('USER','id','email="newOwner@OurCompany.com"')

Field Visibility

Set Field Visibility based on Role. This option defines the Roles that are permitted to view and use the designated Field. Available field settings include:

• Visible
• Read-Only
• Hidden

This control is created when a field is added to an object.

Learn more: Visibility Controls

Considerations

• When a field is added to a Form, the field visibility control is set to Visible by default
• When a new role is added, that role receives Visibility rights to all the fields across all the objects
• When this control is specified for a field, it means that the user's Role determines whether a record is visible in the Audit Log
• You cannot set any default value at field level for any role with read-only permission.

Description Information

Optionally, add a description of the field

Field Hint/Description

Text entered here will be displayed when the user hovers their mouse over the field, when Show Field Hints has been enabled for the form the user is in. (It is enabled by default for forms in new objects, but was disabled by default in forms created prior to the Nov 2014 release.)

For Developers: Displaying Properties for All Fields

When programming data for an object, it's helpful to know which fields are required, and which are standard system fields that can't be modified. The list of Fields shown for an object has an optional Properties column for that purpose.

For each field, that column shows one of:

• Required - the field is required
• Read-Only - the field is a standard system field that cannot be modified either programmatically or by users

Note:

A field could also be Read-Only by virtue of a user's Role. The view does not reflect that condition.
(It would be difficult to display, and does not generally apply to programmed operations.)

To add that column to the view:

1. Click the Wrench Icon () next to the view title (All Fields, by default)
2. Choose New View or Edit this View
3. In the Fields tab, move Property to the list of selected fields
4. In the Order tab, position it where you want it to be displayed
5. In the Filter field, specify criteria to determine which fields are displayed.
   • Specify property equals 1 for required fields, property equals 2 for read-only fields.
6. Click [Save]