Adding a Custom Matter Field

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

Navigate to Matter Object

Navigate to Setup | App Setup | Create | Objects | Matter

'Matter (Managed)' Custom Object Definition Page

'Matter (Managed)' 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

Matter: New Custom Field ~ 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

Ex. choosing to add a 'Text' data type field creates a field that 'Allows users to enter any combination of letters and numbers'.

Select Next 

Step 2: Enter the Details

Matter: New Custom Field ~ 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.

(1000 characters allowed)

Help Text:

The text that displays in the field-level help hover text for this field.

(255 characters allowed)

Required:

Always require a value in this field in order to save a record

Unique:

Choose 'Do not allow duplicate values'  -  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.

For text fields, you can control whether values that are identical except for their case are considered unique.

~ Note: Custom fields marked as Unique count against an object's limit of three External ID fields.

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 Force.com's

Dev/Trial user Documentation: Custom Field Attributes

Customer Documentation:  Custom Field Attributes

Select Next

Step 3: Establish Field-Level Security

Matter: New Custom Field ~ Step 3. Establish field-level security

Select the profiles to which you want to grant edit access to this field via field-level security.

~ The field will be hidden from all profiles if you do not add it to field-level security

Select Next

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

Matter: New Custom Field ~ Step 3. Establish field-level security

Select the page layouts that should include this field.

~ The field will not appear on any pages if you do not select a layout.

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.

When finished, click Save if you are done; or click Save & New to create more custom fields.

Matter Detail Page: Default Field Location

Matter detail page ~ default field location

As mentioned, The field has been 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 click edit layout.

Matter page layout edit page

Matter page layout edit page

Click and drag the new matter field and Drop it in another location

Alternatively, click Layout name to make changes to other page layouts as needed

Click Save to save changes to Layout.

Matter Detail Page: Desired Field Location

Matter detail page ~ desired field location

The new field has been moved to the desired location on the layout and is now reflected on the Matter detail page.