---
title: "Configure Custom Fields for Users"
slug: "configure-custom-fields-for-users"
updated: 2026-02-10T08:26:48Z
published: 2026-02-10T08:26:48Z
canonical: "help.symphonysummitai.com/configure-custom-fields-for-users"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Custom Fields for Users

You can add new Custom Fields using the Form Builder for the Customers. These Custom Fields are displayed under the Custom Tabs.

To configure Custom Fields for Users, perform the following steps:

1. Select **Admin** > **Infrastructure > Form Builder**.
2. Select the **Module** name as *User*. On the right action panel, click **Add New**.
3. Under the **Form Details** tab, select a Tenant from the **Tenant** list and the tab where you want to display the Custom Fields from the **Tab Name** list. Click **Next**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-BS5U7A8V.png) Figure: Form Builder page: Form Details tab
4. Under the **Form Builder** tab, you can select the Custom Fields to be displayed on the page. From the left- hand side panel, select the type of field that you want to add from the **Simple Controls**, **Group Templates**, **Form Templates** sections. Drag and drop it in the central section of the page.
5. Based on the field type selected, the properties are displayed under the **Properties** section on the right-hand-side panel. Fill in the required property details.
6. Click the **Plus** icon to make a copy of the Custom Field and the **Delete** icon to remove the Custom Field. You can also change the sequence of the fields by dragging them up and down.
7. Click **Save as Template** button to save the Form as template. On the **Save Form** pop-up page, type in the name for the Form in the **Form Name** text box and click **SAVE**. The saved Form is available under **Form Templates** and can be re-used. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-Q4ENQL12.png) Figure: Save Form pop-up page
8. If a **Group** is selected **Save Group as Template** button is displayed. Click the **Save Group as Template** button to save the selected Group. On the **Save Group** pop-up page, type in the name for the Group in the **Group Name** text box and click **SAVE**. See Screen Shot. The saved Group is available under **Group Templates** and can be re-used. Click **NEXT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-QIOYLLBD.png) Figure: Save Group pop-up page ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-G4A4GR9Z.png) Figure: FORM BUILDER page: FORM BUILDER tab
9. Under the **Preview** tab you can view the Custom Fields that you added.
10. Click **Save.** The Custom Fields are configured. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-R6JY02XF.png) Figure: Form Builder page: Preview tab

#### Field Description

The following table describes the field types and their properties on the **Form Builder** page under the **Form Builder** tab:

| **Field** | **Properties** |
| --- | --- |
| Group | Click **Group** to create a group under the tab. Use this to group related fields. Type in the required values for the following properties: - **Label:** Type in the label name of the group. - **No. of Columns:** Select the number of columns that can be added under the group. You can add maximum of two columns. - **Multivalued Group:** Click **Is** **Multivalued** **Group** to indicate that multiple fields can be added under the group. If this check box is selected, you need to also specify a value for **Page** **Size**. The Page Size indicates the maximum number of fields allowed on a single page. |
| Text/ Text Area | Click **Text** to create a text box field. Click **Text** **Area** to create a text box field that allows more characters compared to text box field. For example, for User Name, use **Text** and for User Comments, use **Text** **Area**. Text and Text Area have the following fields: - **Label:** Type in the label name for the text box or text area. - **Required:** Select the **Required** check box to make the text box or text area a mandatory field. - **Tooltip Text:** Type in the tooltip text for the users to help them in typing in details in the field. - **Watermark Text:** Type in the watermark text that should appear in the text or text area field if the user does not enter any information in the field. - **Size:** Select the size of the field, *Small*, *Medium*, *Large.* - **Length Limit:** Specify the length of the field by entering values in **Min** and **Max** fields. |
| Check Box | Click **Check Box** to create a check box field. Type in the required values for the following properties: - **Label:** Type in the label name for the check box. - **Required:** Select the **Required** check box to make the check box a mandatory field. - **Tooltip Text:** Type in the tooltip text for the users to help them in typing in details in the field. |
| Drop-down | Click **Drop-down** to create a drop-down field. Use this field to add an attribute for which the user needs to select from multiple available options. Type in the required values for the following properties: - **Label:** Type in the label name for the check box. - **Required:** Select the **Required** check box to make the check box a mandatory field. - **Size:** Select the size of the field, *Small*, *Medium*, *Large.* - **Parent**: Select the parent for this drop-down list. The values of this drop-down list depends upon the value selected in the Parent drop-down list. - **Options**: Type in the values that should appear in the drop-down list. If a Parent drop-down list is selected, select the parent value and the corresponding value in this drop-down list. |
| Date | Click **Date** to add a date field. Type in the required values for the following properties: - **Label:** Type in the label name for the date field. - **Required:** Select the **Required** check box to make the date field a mandatory field. - **Size:** Select the size of the field, *Small*, *Medium*, *Large.* - **Tooltip Text:** Type in the tooltip text for the users to help them in selecting date for this date field. |
| Number | Click **Number** to add a number field. For example, Maximum Approvals Required. Type in the required values for the following properties: - **Label:** Type in the label name for the number field. - **Required:** Select the **Required** check box to make the number field a mandatory field. - **Size:** Select the size of the field, *Small*, *Medium*, *Large.* - **Tooltip Text:** Type in the tooltip text for the users to help them in entering number values for this field. - **Minimum/ Maximum:** Specify the range of numbers that can be entered in this field by entering values in the **Above** and **Below** fields. - **Integer Only:** Select the **Only accept integers** check box to allow users to enter only integers. Any number without any decimal value is called an integer. For example, 121, 57, 23 are integers. However, 20.1, 56.8, 13.01 are not integers. |
| E-mail | Click **E-mail** to add a field for entering e-mail ids. Type in the required values for the following properties: - **Label:** Type in the label name for the e-mail field. - **Required:** Select the **Required** check box to make the e-mail field a mandatory field. - **Size:** Select the size of the field, *Small*, *Medium*, *Large.* - **Tooltip Text:** Type in the tooltip text for the users to help them in entering value for this e-mail field. |
| File | Click **File** to add a field where files can be added. Type in the required values for the following properties: - **Label:** Type in the label name for the file field. - **Required:** Select the **Required** check box to make the file field a mandatory field. - **Size:** Select the size of the field, *Small*, *Medium*, *Large.* - **Tooltip Text:** Type in the tooltip text for the users to help them in entering value for this file field. - **Attachment Limit:** Select the required option from the drop-down list. Available options are as follows: - Single - If selected then the **Attachment** field can upload and attach only one file at a time. By default, Single is selected. - Multiple - If selected then the **Attachment** field can upload and attach multiple files at a time. |
| Price | Click Price to add a field where prices can be added. For example, Project Cost. Type in the required values for the following properties: - **Label:** Type in the label name for the price field. - **Required:** Select the **Required** check box to make the price field a mandatory field. - **Size:** Select the size of the field, *Small*, *Medium*, *Large.* - **Tooltip Text:** Type in the tooltip text for the users to help them in entering price for this field. - **Units:** Type in the unit based on which the price should be calculated, for example, per hour or per piece. |
| Website | Click Website to add a field where website urls can be added. Type in the required values for the following properties: - **Label:** Type in the label name for the website field. - **Required:** Select the **Required** check box to make the website field a mandatory field. - **Size:** Select the size of the field, *Small*, *Medium*, *Large.* - **Tooltip Text:** Type in the tooltip text for the users to help them in entering website url for this field. |
| Multiple Options | Click Multiple Options to configure field with multiple options. Type in the required values for the following properties: - **Label:** Type in the label name for the price field. - **Options:** Select appropriate data source option for the drop-down list. The available options are: o **Common Master:**If selected,**Type** drop-down list is displayed. Select the sub-category in the **Type** drop-down list. The field with the radio button, on the **NEW USER** page, will be populated with all the configured options for the sub-category. Note: If the selected Common Master Type configured with Domain-specific values, then the Multiple Options custom field on the **NEW USER** page (**Admin** > **Basic** > **User** > **User** **List** > Click **ADD NEW** on the **ACTIONS** panel) displays the Tenant's Domain-specific values. o **Manual:** If Selected, new text box is displayed, where you can type in the options manually. This options are displayed in the field with the radio button on the **NEW USER** page. |
| **Group Templates** | This section displays all the saved Group Templates. Drag and drop a Group Template to add a group of fields to the Form. |
| **Form Templates** | This section displays all the saved Form Templates. Drag and drop a Form Template to add a group of fields to the Form. |

This section explains all the icons displayed on the right-side panel of the **Form Builder** page.

**Show List**

Click **Show List** to display the list table showing all the configured Custom Fields for the selected Tenant. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-WEI39WVC.png) Figure: Form Builder page: List of User Custom Fields

- To update a Custom Field, select the respective tab name check box and click the **Edit** icon on the right-side panel. Make appropriate changes and click **Submit**.
- To display the inactive Custom Fields, click the **Include Inactive** check box.

> [!NOTE]
> Note
> 
> When the Custom Fields are displayed under the **List** table, the **Add New** action is displayed on the right-side panel. Click **Add New** to configure a new Custom Field.

**Edit**

Click **Edit** to edit a Custom Field. Select the check box for the tab name whose Custom Fields you want to edit and click the **Edit** icon.