Creating Custom Screens

Custom screens are user-defined areas that appear under the Fields tab or as an individual tab. Use these screens to logically group user-defined fields.

You can create up to 20 screens, each one with maximum of 250 fields.

Custom screens are a key component of the record typing in the Record Type Administration Center.

1.

Select Tools > Configure > Custom Screens.

2.

At the Custom Screens Setup dialog box, click New.

The Custom Screen Profile dialog box opens. See Custom Screen Profile Dialog Box.

3.

After configuring the Custom Screen Profile dialog box, click OK.

The Custom Screens Setup dialog box reopens.

4.

Click Close.

You can now add fields to your new custom screen.