Adding a custom field to Creatio

Adding a custom field to Creatio

This is a walkthrough for adding a custom field to Creatio. This is not meant to be a tutorial or a reference source for Creatio customizations. It is best to refer to your Creatio documentation for instructions.

This example adds a custom field called UsrHubSpotID to the Activity entity.
 

  1. Navigate to an existing Activity. If no Activity exists, create one.
  2. Select the View drop down from the upper left corner. This will take you to the Section Wizard.

  1. Drag the String entity from the left menu to the main view

  1. Specify the required custom field by Label all three UsrHubspotID

  1. Go back to the Section Wizard main view

  1. Save the changes by selecting Save

  1. Navigate to the Activity, you will see the new field.

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