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Administrator Guide
Last Updated: 2023-06-23
Create Custom Fields for Customer Information

Create Custom Fields for Customer Information

Security:
Custom Object Management
 domain in the System functional area.
You can create a custom field on the customer profile to store information that is specific to your organization. Example: Create a numeric field to track risk scores of your customer collection.
  1. Access the
    Create Custom Object
     task.
  2. Select
    Customer
     in the
    Workday Object
     field.
  3. As you complete the
    Field Definitions
     section, consider:
    Option Description
    Field Type
    The field type that you select determines the type of information you can store in the field. Example: Select
    Date
     if you want users to select from a calendar for data entry, or select
    Text
     for less restrictive data entry.
    Validations
    Select the
    Required
     option to make the custom field mandatory.
  4. You can select 1 or more security domains to secure the new custom field to under the
    Permissions
     section.
The information you store in the custom field displays on the
Overview
Additional Data
 tab on the customer profile.