Creating new fields and adding to layouts

  1. Go to Setup


  2. Maximize Create & click on Objects


  3. You are now looking at all the custom object in your instance of Jasmine Practice Management. Select the “SOAP Note” custom object from the list of custom objects



  1. You are now looking at the details for the “SOAP Note” custom object. Click on New under Custom Fields & Relationships


  2. Select a field type, then click next





  3. Fill in required fields for the field type, then click next


  4. Make sure System Administrator is checked, then click next






  5. Make sure the the page layout for the field is selected, then click Save


  6. The custom field will now appear in the layout, but you might want to move it around. To do that, go to a record of that field type and click Edit Layout.







  7. Now you can drag and drop the field to where ever you want.


  8. Click Save when you are done.

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