Managing Fields - Overview

Managing Fields - Overview

Collecting and maintaining user data is a tricky process. You need to figure out a couple of things—for instance, you need to decide if a particular detail is required, optional, or unnecessary during account creation. You also need to decide the kind of protection every detail needs, and if the user should be allowed to edit their own details. But the trickiest part is actually collecting the data.
 
Let's consider an example.
 
You've decided to collect the name, email address, shift details, and emergency contact of all your employees. Here are the problems you'll face—your user data store should have fields for shift details and emergency contact; even if it does have those fields, there should be a way to make them mandatory; even if such a way exists, information like emergency contact should be encrypted for safety.
 
Manage Fields aims to solve these problems. It enables you to create and customize your own fields, or change the edit permissions of system fields. Custom fields enable you to store all the relevant details about a user while adding them—even those that can't be stored using the pre-built fields in the Admin Panel.

Custom fields also enable you to import all relevant data during Import and LDAP Sync. Your existing user data store or LDAP server might have fields not present in the Zoho Admin Panel. Those fields can be added as custom fields in Manage Fields before importing or syncing.  

What are System Fields?

The Name and Email Address fields are the default mandatory fields, and are called System Fields. These fields can't be customized or deleted. However, you can choose to restrict users from editing these fields from their Zoho Account.
 
For example, you can prevent users from updating their personal email addresses in the Email Address field.

Field Types

Field Type Name
Sample Input
Encryption Available?
Maximum Fields Allowed
Text
"lorem ipsum"
Y
20
Phone
(123) 456-7890
Y
Email
Y
URL
Y
Number
123
Y
10
Decimal
123.5
N
5
Percent
14%
N
Date
-
Y
5
Checkbox
-
N
5
Picklist
-
N
5


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