Managing Fields - Add Field | Admin Guide - Zoho One

Add field

Prerequisites

Roles that can perform this action:
  1. Organization Owner
  2. Organization Admin
  3. Custom role with add field permission
The steps to add fields vary between the two User Interface versions supported in Zoho One. Select the UI version you use from tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI
  1. Sign in to Zoho One , then click  on the top-right corner.
  2. Go to Users, then click Manage Fields.
  3. Click Add a Custom Field.
  4. Name the field and choose a field type.
  5. Fill in the maximum character limit and the default value.
  6. If you chose Pick List as the field type, enter at least two input options. To simplify adding multiple options, click Add Options in Bulk and enter one input per line in the text box, then Add Options after entering all the inputs. Choose a Default Value from your options.
  7. Switch on Mandatory if you'd like to make it mandatory for admins to fill in the field when adding users. If you had already added users, this field will be mandated when you edit.
  8. Switch on Contains Health Information (ePHI) if the custom field prompts users to fill in important health information, like their social security number or medical record number. If this option is enabled, the Encrypt option will also be automatically enabled.
  9. Switch on Encrypt to encrypt user data in the field before storing it. It's a good idea to encrypt fields containing personal, sensitive, or classified data. You can encrypt up to five custom fields. 
    Info
    The data will only be encrypted when it is within our servers. It will be decrypted before being retrieved and displayed.
  10. Switch on Show Tooltip to add a description or example to the field label. Up to two types of tooltips may be available, based on the field type: 
    1. Info Icon: This displays the message upon hovering over the  icon next to the label.
    2. Static Text: This displays the message as grayed-out placeholder text in the field.
  11. Click Add.

Unified UI
  1. Sign in to Zoho One, then click Directory in the left navigation menu.
  2. Go to Users, then click Manage Fields.
  3. Click Add Custom Field.
  4. Name the field and choose a field type.
  5. Fill in the maximum character limit and the default value.
  6. If you chose Pick List as the field type, enter at least two input options. To simplify adding multiple options, click Add Options in Bulk and enter one input per line in the text box, then Add Options after entering all the inputs. Choose Default Value from your options.
  7. Switch on Mandatory if you'd like to make it mandatory for admins to fill in the field when adding users. If you had already added users, this field will be mandated when you edit those users.
  8. Switch on Contains Health Information (ePHI) if the custom field prompts users to fill in important health information, like their social security number or medical record number. If this option is enabled, the Encrypt option will also be automatically enabled.
  9. Switch on Encrypt to encrypt user data in the field before storing it. It's a good idea to encrypt fields containing personal, sensitive, or classified data. You can encrypt up to five custom fields. 
    Info
    The data will only be encrypted when it is within our servers. It will be decrypted before being retrieved and displayed.
  10. Switch on Show Tooltip to add a description or example to the field label. Up to two types of tooltips may be available, based on the field type:
    1. Info Icon: This displays the message upon hovering over the [icon.png] icon next to the label.
    2. Static Text: This displays the message as grayed-out placeholder text in the field.
  11. Click Add.