Add fields into a form

To add fields to a form:

1. Get to the Customize the system page.
2. Expand Entities in the left panel.
3. Expand your chosen entity you want to add the fields to (e.g. Account) and click Forms under the chosen entity.
4. Click your chosen form you want to add a field to (e.g. Account Quick Create). This will open a new window.
5. Drag and drop the fields from the Field Explorer on the right-hand side into the location you want on the form. For custom fields look for the names you created (with a new_ prefix).

   address1 field

   If you are using the example mapping you can leave the address1 field as it is. If you have created your own custom mapping, you will need to delete the address1 field and drag and drop all the fields you have mapped into the configuration tab.

6. Select the field you have just dragged into the form and click Change Properties in the top menu bar.
7. Check the Visible by default box in the display tab (if not already checked) and click OK.
8. Click Save, then Publish and then click Save and close.
9. Click the Close icon of both the Form window and the Customization dashboard to get back to the Main dashboard.