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How to create new fields in Decisions

Last Updated: Apr 11, 2016 02:09PM EEST
With Fingertip 3.0 you are able to customize your fields in the decision page layouts.
This will allow you a totally new level of customization for your decisions and also will help your organization take Fingertip into use as the decisions will be relevant for them.

In order to be able to take advantage of the different layouts you need to enable the setting first. Check how to do this in this article: 
How take Standard Page layouts into use in Decisions

This article will show you how to create Custom Fields for your decision layouts. If you want to create new Decision Page Layouts check this article: How to create and edit decision page layouts​

This article is done from Salesforce Classic layout, but can also be done in Lightning Experience.
  • Go to the Decision object to be able to create Custom Fields

  1. Click Setup
  2. Search for object
  3. Click Objects
  4. Click Decision
  • Once in the Decision it is time to create a custom field


 
  1. Mouseover Custom Fields & Relationships
  2. Click New to create a field
 
  • (Step 1.) Select the field type and (Step 2.) enter the needed details


Step 1.


Step 2.
  • (Step 3.) Set the field-level security and (Step 4.) adding to a specific page layout


(Step 3.)


(Step 4.)

Finish by clicking Save

Voilà! You have now created a custom field and you can use it in your Decision Page Layouts!

Here are other Articles you might find interesting:

How take Standard Page layouts into use in Decisions 
How to have different types of Decisions available

- How to create and edit decision page layouts


Hope this was useful!
 

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