Add a File Field
Add custom file fields to enable users to enter or view information which is important to your organization.
To add a file field:
- Navigate to the File configuration page
- In the object selector, select
Workspace.
- In the object selector, beside a workspace name, select , and then select
View Summary & Settings.
- On the Summary & Settings page, select Defaults & Options, and then select File.
- In the object selector, select
- Select the Configured Fields tab.
- In the table, select
Add.
- In the Column Label column, enter a name for the new field.
- In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
- In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
- (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
- Select Save.
Tips
- To delete a configured field, select the field, select
Context, and then select Delete. You cannot delete a configured field if it is used in another configured field, a form, a workflow, or a field mapping.
This setting is used in the following apps:
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Last Published Monday, March 17, 2025