Custom Fields in Zoho Sprints

Custom Fields in Zoho Sprints

Different types of businesses require the collection of distinct types of data. It is essential to have fields that capture additional information and support its nature. The Custom Layout and Field option in Zoho Sprints allow you to customize the layout of the form used to collect data and record additional information.  

Difference between a default field and a custom field 

A default field is a standard field that appears on the creation page. A custom field lets you add information that is customized to suit the current business requirement. A custom field can also be made mandatory.

Custom Fields in Zoho Sprints 

Zoho Sprints has 20 different types of custom fields.
 
              Custom Field
                        Purpose
Single Line Text
Add one line texts
Text Area
Add information in the form of texts
HTML
Add HTML codes
Check Box
Add information in the form of check boxes in which the user can select multiple options.
Radio Button
Add information as radio buttons
Integer
Add numerical values
Pick List
Add drop-down values to the drop-down field where the user can pick only one value.
Multi Select
Add drop-down values to the drop-down field where the user can pick multiple values.
Decimal
Add decimal values
Date
Add dates
Date & Time
Add date and time
URL
Add links
Email
Add email addresses
User Pick List
Add a user list to pick one
Boolean
Add a toggle button in which the user can select only one option.
Percentage
Add percentage information
Lookup
Retrieve a particular piece of information
Currency
Add currencies
Formula
Add formulas for automatic calculation    

Advantages of Custom Fields

  • Captures additional information.
  • Supports information based on its nature.
  • Helps in retrieving a particular piece of information. For e.g., Lookup custom field fetches you specific information from a specific module.
  • Supports automatic calculation of data. For e.g., Formula field calculates data based on the set criteria.

PII and Encrypted  

Some of the custom fields can be marked as PII or encrypted for the purpose of privacy.  

Modules that support Custom Fields         

  1. Work Items
  2. Projects
  3. Releases
  4. Meetings
  5. Epics 

To add a custom field,  

  1. Go to Setup in the top right corner.
  2. Navigate down to Custom Layouts and Fields and click the concerned module.
  3. Create a new layout.
  4. Drag and drop a custom field.
  5. Fill in the details.
  6. Select the privacy preferences and click Create .


If you'd like to know about our custom fields in detail, you can check out our help resource . Feel free to write to support@zohosprints.com in case you need any assistance.


    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019

                                                              Hello all,   We are excited to kick-start the 'Ask the experts' community series for Zoho Sprints. This series is user-centric and we will focus more on the latest releases and queries that are frequently discussed in our customer support tickets. The first version will cover all the features released in the first quarter of 2019.    What's in the first half?   The first half of this year has been successful with some feature releases and enhancements. Take a look at the list below: Custom layouts
                                                            • Focus Group #1 - Epics in Zoho Sprints

                                                              Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics.  Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Función Deshacer y Rehacer

                                                                                                                Hola. Soy un reciente usuario de Zoho Notebook que he migrado desde Evernote. He encontrado en falta una función que considero muy importante: un botón para "deshacer". Es frustrante cuando se borra un parte del texto o un archivo de una nota, generalmente
                                                                                                              • Tip #59- Technician Console: Exploring View option- 'Insider Insights'

                                                                                                                Hello Zoho Assist Community! Ever wondered how technicians adapt quickly during a live support session? Imagine a customer reaching out with an issue that’s disrupting their work. The technician starts a remote session and begins troubleshooting right
                                                                                                              • MRP or Manufacturing Module for Zoho

                                                                                                                We have been searching for options for a production planning or MRP that will integrate with Zoho.   Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs.  Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?
                                                                                                              • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

                                                                                                                When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
                                                                                                              • Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

                                                                                                                Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?
                                                                                                              • Can I add Conditional merge tags on my Templates?

                                                                                                                Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                                                                                              • Zoho mail account ownership transfer

                                                                                                                We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete
                                                                                                              • Email Authentication is Failing

                                                                                                                I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']
                                                                                                              • DMARC reports for mail I didn't send: how to deal with?

                                                                                                                I know the enthusiastic amateur's bare minimum about e-mail; am able to set up a Thunderbird account and know the basic acronyms. I have a Zoho Mail account connected to my domain, and have set up SPF, DMARC and DKIM successfully according to Zoho's instruction
                                                                                                              • ms

                                                                                                                Email set up for communication
                                                                                                              • WorkDrive issues with Windows Explorer Not Responding

                                                                                                                We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or
                                                                                                              • Fix the speed

                                                                                                                It takes ages to load on every step even though my dataset is quite small.
                                                                                                              • Capture Bank Charges for Invoice Payments

                                                                                                                We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment:       1. Click the "Invoices" sub-tab under the "Money-In" tab.       2. Click the 'add payment' link for the invoice that you wish to record the payment for.       3. On the add
                                                                                                              • Conditional Layouts On Multi Select Field

                                                                                                                How we can use Conditional Layouts On Multi Select Field field? Please help.
                                                                                                              • Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List

                                                                                                                Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available
                                                                                                              • How can we add products using a Wizard?

                                                                                                                We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?
                                                                                                              • Image field in custom module

                                                                                                                Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
                                                                                                              • Deluge Function to Update Custom Field

                                                                                                                I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue
                                                                                                              • "View ticket" link is broken

                                                                                                                The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.
                                                                                                              • import data from Apollo.ai into zoho crm via zoho flow

                                                                                                                I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
                                                                                                              • Woocommerce Line Item Information

                                                                                                                I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
                                                                                                              • Synching changes to Stripe when changes are made in Zoho Billing

                                                                                                                We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
                                                                                                              • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                                How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                                                                                              • Disable Smart Filters By Default

                                                                                                                The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random
                                                                                                              • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

                                                                                                                Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
                                                                                                              • Client Script | Update - Client Script Support For Custom Buttons

                                                                                                                Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
                                                                                                              • Zoho Mail not working

                                                                                                                Zoho Mail not working
                                                                                                              • Product line search in quotes

                                                                                                                Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.
                                                                                                              • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                              • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

                                                                                                                We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
                                                                                                              • I can't add a new customer in Zoho invoice? Anyone had this issue before?

                                                                                                                Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
                                                                                                              • Spreadsheet View click & focus issue in Arabic (RTL) localization

                                                                                                                Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.
                                                                                                              • Customer address in Zoho Bookings

                                                                                                                Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
                                                                                                              • Ghost email notification on a form

                                                                                                                Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access the
                                                                                                              • bulk edit records and run internal logic

                                                                                                                hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?
                                                                                                              • Dheeraj Sudan and Meenu Hinduja-How do I customize Zoho apps to suit my needs?

                                                                                                                Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m looking to tweak a few things to fit my needs, and I’d love to hear what customizations others have done. Any tips or examples would be super helpful! Regards Dheeraj Sudan
                                                                                                              • Bulk bank rule creatioin

                                                                                                                Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?
                                                                                                              • Limitations on editing a message in Cliq

                                                                                                                Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via
                                                                                                              • Orphan email alias blocking user creation – backend cleanup required

                                                                                                                Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address does
                                                                                                              • email address autocomplete

                                                                                                                Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks
                                                                                                              • Next Page