---
title: "Self-defined fields"
canonical: "https://support.mercell.com/space/MSTC1/196163374513/Self-defined%20fields"
format: markdown
---
> Macro (toc)


Adding and managing self-defined fields is done via the 'Classic' environment of Portal.

Navigate to this environment via the 'Classic' button.


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## **Add self-defined field**

1. Click on the 'Management' menu at the top right.
2. Click on the 'Settings' menu.
3. Click on the 'Self-defined' fields tab.
4. Click on 'Add field' at the top right.
5. Enter at least a name for the field and choose a 'Type' field. The field types below are available.
6. Optionally, a label, description, default value and option values ​​can be entered. Label can be used to group templates. Description concerns a further explanation of the field. The 'Default value' field indicates which default value the field is loaded with when creating a contract. The desired choices for the picklist, multi-picklist, checkbox and radio field types are recorded via the 'Option values' field.
7. Click 'Save' at the top right.

 

## **Field types**

- Text: free text input field (1 line)
- Text area: free text input field (multiline)
- Number: field with control for numerical input.
- Currency: field with control for numerical input and formatting including thousand separator and 2 decimal places.
- Checkbox: field where multiple choices can be selected simultaneously from the options shown.
- Radio: field where only one choice can be selected at a time from the options shown.
- Pick list: field where one selection can be made from a displayed list.
- Multi-pick list: field where multiple selections can be made from a displayed list.
- Date: field in which a date can be recorded.
- Link object: field to use to link to websites (internal or external). When entering a contract, the field is shown as two elements: URL (website address) and label (description of web address/URL).
- Contact: field with which a contact from the 'Address book' can be recorded.
- Formula: field in which a value is recorded based on a formula defined for the field.

 

If a description has been entered for a field, this will be shown with an 'Information (i) icon' next to the field when a contract is called up that includes the field in question. By placing the cursor on the information (i) icon, the description is then displayed.

 


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## **Adjust self-defined field**

1. Click on the 'Management' menu at the top right.
2. Click on the 'Settings' menu.
3. Click on the 'Self-defined fields' tab.
4. Click on the self-defined field that needs to be changed.
5. Click 'Edit' at the top right.
6. Make the changes and then click 'Save' at the top right.


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## **Remove self-defined field**

1. Click on the 'Management' menu at the top right.
2. Click on the 'Settings' menu.
3. Click on the 'Self-defined fields' tab.
4. Click on the self-defined field that should be deleted.
5. Click 'Delete' at the top right.