Keywords

How to Add a Keyword Field

1.  From any module, click Customize Module button from the List or inside a record.

2.  Click on any insert field "+" icon. Drop-down list displays.

3.  Click New Field then select Field type = Keyword

4.  New Field dialog box opens.

System Name and Field type are fixed on selection.

On the UI Cotrol drop-down, select a value : Dropdown, Radio.

On the Keyword drop-down, select,

a.  Any of the keywords from the list.  Values will be displayed in the columns for Keyword IDs and Keyword Labels.

b.  -Create New- This will create a new keyword list.

Add Keyword ID and corresponding Keyword Label

Click on the "+" icon to add more items

5.  Below are additional properties that can be set by checking the checkbox:

a.  Required - this will make the field mandatory for value.

b.  Read only - this is usually used for computation or default values.

c.  Sortable - this field can be used for sorting on the lists.

d.  Multi-value - this field allows more than 1 selection

e.  Add to Quick Create - this field is available on the Quick Add Form for associated objects.

6.  Click Submit.  Field is inserted on the top of the form.

7.  The fields can be re-positioned and organized by drag and drop to desired position on the form.

8.  Click Save.  Changes are saved but users do not see it on the form yet.

9.  Click Apply Changes.  Changes will be reflected on the form and published to all users.