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Before you learn how to add custom fields to CRM forms, let us take a look at what type of data fields are supported by CRM.
Field Types
Out-of-the-box, CRM provides 11 types of data fields that can be placed on forms −
- Single Line of Text
- Option Set (Dropdown)
- Two Options (Radio Button)
- Image
- Whole Number
- Floating Point Number
- Decimal Number
- Currency
- Multiple Lines of Text
- Date and Time
- Lookup
The following table lists each with a brief description.
| Sr.No | Field Type & Description |
|---|---|
| 1 |
Single Line of Text This field stores up to 4000 characters of text. You can also specify the format as one of these: Email, Text, Text Area, URL, Ticker Symbol, and Phone. You can set the maximum length and IME mode for each of these. |
| 2 |
Option Set (Dropdown) This field stores a set of options each having a number value and label. In other words, it is a dropdown field in CRM. You can also define Global Option Sets which can be used across multiple forms. |
| 3 |
Two Options (Radio Button) This field provides two options for the user to select (0 or 1). In other words, it is a radio button field. |
| 4 |
Image When an entity has an image field, it can be configured to display the image for the record in the application. |
| 5 |
Whole Number This field stores integer values between -2,147,483,648 and 2,147,483,647. It supports the specifying formats as None, Duration, Time Zone, and Language. You can set the minimum and maximum values too. |
| 6 |
Floating Point Number This field stores the floating point numbers up to 5 decimal points of precision between 0.00 and 1,000,000,000.00. You can set the minimum and maximum values too. |
| 7 |
Decimal Number This field stores up to 10 decimal points with values ranging from -100,000,000,000.00 and 100,000,000,000.00. |
| 8 |
Currency This field is used to store any currency values in the range of 922,337,203,685,477.0000 to 922,337,203,685,477.0000. You can also specify the Precision as Pricing Decimal, Currency Precision or any value between 0 to 4. |
| 9 |
Multiple Lines of Text This is a scrolling text box. You can set the maximum number of characters for this field. |
| 10 |
Date and Time This field is used to store date-related data in CRM with two supported formats: Date Only, and Date and Time. You can also specify the behavior as User Local, Date Only and Time-Zone Independent. |
| 11 |
Lookup You can create a lookup field using an entity relationship that has already been created, but not yet used with another lookup field. If you create a lookup field in an entity form, the relationship is automatically generated. A lookup field is created as a relationship field. |
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