AdvoLogix Help

Add a Custom Matter Field

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You can add a custom field to the Matter object to record details not readily available in the standard existing data entry options.  

Matter Custom Object Definition Page

Many options to add and modify data for the Matter object are located on this Custom Object Definition page.  In the Custom Fields and Relationships section, select the New button.

Step 1: Choose the Field Type

Specify the type of information that the custom field will contain

Select the Data Type for the field to be added

Select Next

Step 2: Enter the Details

  • Field Label - Enter a label to be used on displays, page layouts, reports, and list views.
  • Length - Enter the maximum length for a text field below.  For text fields, the maximum number of characters that a user can enter in a field (up to 255 characters).
  • Field Name - The Field Name is an internal reference and is used for integration purposes such as custom links, custom s-controls, and the API.  Be careful when changing the Field Name as it may affect existing integrations.
  • Description - Text that describes the custom field. This description is for administration purposes only and does not display to users on record detail and edit pages that include the field.
  • Help Text - The text that displays in the field-level help hover text for this field.
  • Required - Always require a value in this field in order to save a record.
  • Unique - Choose 'Do not allow duplicate values' and if checked, prevents duplicate field values
    • Treat "ABC" and "abc" as duplicate values (case insensitive)
    • Treat "ABC" and "abc" as different values (case sensitive)
    • Select Treat "ABC" and "abc" as duplicate values to enforce case-insensitive uniqueness, or select Treat "ABC" and "abc" as different values to enforce case-sensitive uniqueness.
  • External ID - Set this field as the unique record identifier from an external system
  • Default Value - The value to apply when a user creates a new record.  For checkbox custom fields, choose Checked or Unchecked as the default value to indicate the default when creating new records.  Default values should not be assigned to fields that are both required and unique, as uniqueness errors may result.

For additional Custom Field Attributes Information see's

Dev/Trial user Documentation: Custom Field Attributes

Customer Documentation:  Custom Field Attributes

Step 3: Establish Field-Level Security

  1. Select the profiles to which you want to grant edit access to this field via field-level security.
  2. The field will be hidden from all profiles if you do not add it to field-level security.
  3. Select Next.

Step 3: Select the Page Layout(s) the Custom Field will Appear On

  1. Select the page layouts that should include this field.
    • The field will not appear on any pages if you do not select a layout.
  2. The field will be added as the last field in the first 2-column section of these page layouts.
    • To change the location of this field on the page, you will need to customize the page layout.
  3. When finished, click Save if you are done; or click Save & New to create more custom fields.
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