To create a new field to a field set, click Add field. Enter the following details:
Field ID*
Text
Enter a unique code for the field.
Name*
Text
Enter a name for the field.
Field set ID*
This is a non-editable field. The value is filled according to the field set for which you are creating a new field. Note that you can modify the Field set ID once it is created.
Value type*
List
Select the data type for the field from the drop-down menu.
Lookup entity*
List
Select the related lookup entity from the list. Note this field is only available if the Value type = Lookup.
Lookup type*
List
Choose the lookup type from the list. Note this field is only available if the Value type = Lookup.
Filter property
List
Note this field is available only for some entities. For example the Person entity. Select the property that allows to identify when the custom field is displayed.
Filter value
List
Note this field is available only for some entities. For example the Person entity. Select the value for the property filter. This way you can set up the conditions when the custom field is availble.
Read from entity
List
You can select an entity from which the field's value can be automatically filled.
Read from field
List
This parameter is mandatory if you select a value for the Read from entity parameter.
The drop-down menu lists the fields according to the entity you have selected. Note that the data type must be the same as the field from which you want to copy the values.
Activity
List
Select a business activity for which the field is used. This does not restrict the use of the fields and these can also be used elsewhere.
Unique, Required, Active
Checkbox
Unique means that the value of the custom field must be unique.
Required means that the field is a mandatory field. If you select this option, a value must be entered for the custom field.
Active means that the field will be used for the entity. If do not select this option, the field will not be applicable.
The following screenshot shows an example of the Create field window:
Now the field is created and applicable for the entity. In this case, it means that the fields we have created will be part of the loan application parameters and customers can fill in the values. You can also manually enter values for these fields.
In this example, we have created a field for the person name having a virtual account. To edit the field details, click the edit icon.
