Adding a field

To add a new field:

  1. Select Administration > Entity Manager on the navigation bar. The Entity Manager list view is displayed.
  2. Select the entity to which you require to add a field.
  3. Click the Add icon on the Fields tab to add the field. The Add Field window is displayed.
    Note: To add a field in New Entity Wizard, you can click the Plus icon in the Total Record section. For more information, see Creating a new entity
  4. Specify this information:
    Display
    The name to be displayed in the Infor CRM SLX Web Client.
    Name
    The unique and descriptive name of the field.
    Is Nullable
    Select this check box if the field allows NULL values to be saved.
    Audited
    Select this check box to track the changes for the field.
    Can Bulk Update
    Select this check box to enable the field for bulk update action.
    Match
    Select this check box to use (the field) as match criteria for an import.
    Is Custom
    Select this check box to identify the field is custom.
    Import
    Select this check box to allow the field to be imported.
    Expose to Workflow
    Select this check box is to display the field in CRM workflows.
    Note: If selected, this field is automatically included in the related CRM Workflow Definition Property tab and CRM Workflow step-based email templates and recipients, if the field is associated with a contact, lead, account, or user (including owner).
    Type
    The data type of the field. For more information about data types, see Data Types for a field
  5. Click OK.
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