Exposing a Custom Field in Application Pages

This demonstration shows how to expose a custom field on application pages. In this example, we are adding the Next Step field we created in a related demonstration to the create and edit opportunity pages.

This is the second in a series of demonstrations that show how to create a custom field for importing customer information.

These demonstrations cover:

- Creating a custom field

- Exposing the custom field in application pages

- Testing the custom field

- Publishing the custom field from the sandbox

- Making the custom field available for import

- Viewing the custom field in the import activity mapping

Steps:

1. We will expose the custom text field on the create and edit opportunity pages.

   Step 1

2. Click the Pages link under the Opportunity object.

   Step 2

3. Click the Pages link.

   Step 3

4. Let's add the Next Step field to the opportunity creation page first.

   Step 4

5. Click the Edit Creation Page link.

   Step 5

6. Let's scroll down to find the field.

   Step 6

7. Click an entry in the list.

   Step 7

8. Click an entry in the list.

   Step 8

9. Step 9

10. Here it is. Let's move it to the list of fields for display.

    Step 10

11. Click the Next Step list item.

    Step 11

12. Click the Right arrow.

    Step 12

13. Now let's move it up under the Close Date.

    Step 13

14. Click in the Next Step field.

    Step 14

15. Click the Move selected items up one in list link.

    Step 15

16. Click the Move selected items up one in list link.

    Step 16

17. That's all we need to do on the Create page, so let's save and move on to the Edit page.

    Step 17

18. Click in the Save and Close field.

    Step 18

19. To add the field to the Edit Opportunity page,  we'll click on the Edit Summary Form link.

    Step 19

20. Click the Edit Summary Form link.

    Step 20

21. We will put the field in the collapsible section right below the opportunity summary.

     

    This is called  the Configure Detailed Summary section on this page.

     

    Let's find the field and move it to the selected list.

    Step 21

22. Press the left mouse button and drag the mouse to the desired location.

    Step 22

23. Step 23

24. Click the Next Step list item.

    Step 24

25. Click the Move selected items to other list link.

    Step 25

26. Now let's move it up so it's under the Key Internal Sponsor field.

    Step 26

27. Click in the Next Step field.

    Step 27

28. Click the Move selected items up one in list link.

    Step 28

29. Click the Move selected items up one in list link.

    Step 29

30. Click the Move selected items up one in list link.

    Step 30

31. Click the Move selected items up one in list link.

    Step 31

32. Click the Move selected items up one in list link.

    Step 32

33. Let's save. In the next demonstration, we'll  create an opportunity to test our work.

    Step 33

34. Click the Save and Close button.

    Step 34

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