How do I create a custom field in LOXA?

Before you start

• You need access to the Organization settings workflow in your LOXA role.
• Have label, key, type, requirement, placeholder, and options ready before you begin.

Step by step

1. 1

   Sign in to LOXA and open Organization settings.

2. 2

   Select Add field for the target entity

3. 3

   Enter or review label, key, type, requirement, placeholder, and options.

4. 4

   Review the record and select the available save, confirm, or continue action.

5. 5

   Verify that the field appears on supported records.