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Creating new fields

Additional data fields

If you configured any additional data in the previous section you will need to create new fields in your forms so that this data can be saved when it's returned from our APIs. For each data item you enabled repeat the process below:

  1. Go to Customize the System.
  2. Expand Entities in the left panel.
  3. Expand your chosen entity you want to add the fields to (e.g. Account) and then click Fields under the chosen entity.
  4. Give your field an appropriate Display Name.
  5. The Name field will be auto-populated but can be adjusted as required.
  6. Select an appropriate type for the Data Type field.
  7. All other fields can be configured as per Microsoft's documentation if needed.
  8. Click Save and Close in the top menu bar.

Special fields

There are a handful of special fields which provide optional functionality that will give an extra level of detail on validated address, email and phone data. The creation of these is detailed below:

Configure this optional functionality to store the validation status and a timestamp together with the validated addresses, emails or phone numbers.

  1. Go to Customize the System.
  2. Expand Entities in the left panel.
  3. Expand your chosen entity you want to add the fields to (e.g. Account) and then click Fields under the chosen entity.
  4. You need to create two fields for each validation type (address, email and/or phone). These fields are:
    • Validation message
      • Click New in the top bar to create a new field.
      • Give your field a Display Name e.g. Address validation message.
      • The Name field will be auto-populated but can be adjusted as required.
      • Select Single Line of Text for the Data Type field.
      • All other fields can be configured as per Microsoft's documentation if needed.
      • Click Save and Close in the top menu bar.
    • Validation timestamp
      • Click New in the top bar to create a new field.
      • Give your field a Display Name e.g. Address validation timestamp.
      • The Name field will be auto-populated but can be adjusted as required.
      • Select Date and Time for the Data Type field.
      • All other fields can be configured as per Microsoft's documentation if needed.
      • Click Save and Close in the top menu bar.
  5. Click Publish All Customizations in the top menu bar and close the window.

Configure this optional functionality to include country calling codes in your form, as well as having the option to predefine the country code.

  1. Go to Customize the System.
  2. Expand Entities in the left panel.
  3. Expand your chosen entity you want to add the fields to (e.g. Account) and then click Fields under the chosen entity.
  4. Click New in the top bar to create a new field.
  5. Give your field a Display Name e.g. Country code.
  6. The Name field will be auto-populated but can be adjusted as required.
  7. Select Option Set for the Data Type field.
  8. Select Yes for Use Existing Option Set.
  9. Select Country phone codes for the Option Set.
  10. [Optional] Select a country for the Default Value. This value will appear as the default for a new form.
  11. All other fields can be configured as per Microsoft's instructions if needed.
  12. Click Save and Close in the top menu bar.
Microsoft D365 CE PCF

Create fields