Add custom fields for projects and supporting objects

Every object in the system has a custom set of defined fields that are installed with Arrow. To add additional information to your project, or any supporting object, new fields can be created leveraging Salesforce’s ability to add custom fields. The system can be further extended by leveraging Salesforce page layouts, page layout assignments and record types.

ADD NEW FIELDS

1. From the Setup menu navigate to Object Manager > [Object to add fields].
2. On the Object’s details page click Field & Relationships.
3. Click the New button.
4. Follow the Salesforce prompts to add a new field to the object.
5. Update the appropriate page layouts where the fields should be displayed to your users.

LIMITATION
Salesforce limits the ability to change custom field definitions that are a part of an upgradeable package. As such, the field names, API names and other field attributes are not editable in the Arrow PSA package. If you require a field to be renamed as part of your implementation you may add a new custom field to any Arrow PSA object.