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If there is a piece of information that you want to track that isn't already being captured in HomeKeeper, you can add your own custom field. This article will walk through adding new custom fields.
Video Tutorial
Step-by-Step Instructions
1. Click on a tab for the Object where you want to add a new field
In this example, we'll add a field to Properties by clicking on the Properties tab. Then, click the gear on the top right of your screen. Select “Edit Object”
This takes you to the Object Manager for Properties. Choose "Fields & Relationships" from the available options on the left, then "New" to create your new custom field.
2. Pick what type of field you want to add
When creating a new custom field, you will select one of the predefined field types. This Salesforce Help article provides additional information on Salesforce field types.
NOTE: Before you add a field, understand what data type you will need. Checkboxes are a simple way to mark that something is complete (“no”, if unchecked, “yes” if checked), but if you want to distinguish between “unknown”, “no”, and “yes” you may want to create a field with a picklist (drop down menu) instead with these three values. It's helpful to think about how you will need data reported. For example, if you want summary reports, avoid checkboxes and multi-select picklists.
Not sure what to choose? Reach out to HomeKeeper Support with questions.
3. Follow the Custom Field Wizard
- Enter the Field Label. Note this name (and the associated Field Label) should be unique for that object. You can also choose the default value for this field.
- Enter a Description that help you remember what this field is used for
- Enter Help Text to provide users with instructions on how this field should be used. These text fields are optional but it is recommended as a way to document your system.
4. Set Field Level Security
- Establish Field Level Security for this new field. For each User Profile in your system, you can select whether users can see the field, aka “Visible”, or if they cannot edit the value in the field, aka “Read Only”. You can also change the field permission settings later.
5. Define which layout will include this new field
- Typically, you can keep the defaults on this page. When you edit the page layouts, you can adjust not only the location of the field on the page, but also remove the field from the layout so that it is not visible.
Click Save to save your work, creating this new field in the Property Object and making it available on the Property page layout.
6. Edit your layout
You may need to edit the layouts to position the field in your desired location. For detailed instructions, see the article “Edit Fields, Sections, and Related Lists on your Layout.”