--- title: "Create fields in Fullcast" slug: "create-fields-in-fullcast" description: "Add a CRM field or create custom fields in Fullcast from the Entities & Fields settings." updated: 2026-03-10T19:56:06Z published: 2026-03-10T19:56:06Z canonical: "support.fullcast.com/create-fields-in-fullcast" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Create fields in Fullcast Add a CRM field or create custom fields in Fullcast. - **CRM fields:** Read only fields that are imported to Fullcast from your CRM. - **Custom fields:** Fields you create in Fullcast where the data is editable from grid tables and do not export. > [!NOTE] > Note > > When you add fields in Fullcast from the CRM, ensure the integration user has read access to the field in the CRM. The [permission sets](/v1/docs/permission-sets) in the Fullcast managed package only cover the minimum permissions to setup initial integration. Any additional fields beyond the minimum require permission changes to the integration user. ## Create a new field > [!NOTE] > **Note** > > - A full import job needs to be run after you add fields to Fullcast. > - Adding and deleting new custom fields and some editing features are only possible in standard jobs, not custom jobs. > - At least one relation must be with Accounts, People, or Products. 1. Go to **Settings > Entities & Fields**. 2. From the **Entity** dropdown, select the entity you want to add the field to. 3. Click **Add Field.** 4. Select the appropriate option to add: 1. **New Field:** Adds a field from your CRM. 2. **New Custom Field:** Adds a custom field in Fullcast.![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/7ca9de05-9e9c-4646-a40e-ee42e495b5be.png?sv=2026-02-06&spr=https&st=2026-10-12T05%3A56%3A56Z&se=2026-10-12T06%3A56%3A56Z&sr=c&sp=r&sig=OLewEBaL9EpUdjbQYEHch02hpGKq4hHjlS%2FroCsuY4w%3D) 5. Click on each tab and complete the fields: ****Source Connection**** The Source Connection connects the field from the CRM and imports it to Fullcast. > [!NOTE] > Note > > Source Connection tab is only available for standard fields and it is not available for custom fields. | Field | Description | | --- | --- | | **Type** | Automatically populates based on the selected entity. | | **Name** | Automatically populates based on the selected entity. | | **Table** | Automatically populates based on the selected entity. | | **Column** | Select a field from the available options or [use syntax](/v1/docs/create-a-reference-field) to designate a reference field from the CRM. | | **Data Type** | Automatically populates based on the selected column. | | **Known Column Type** | Select the known column type from the available options. > [!NOTE] > Note > > Known Column Type field is tied to a process run on the data. For example, when you select the appropriate known column type for address fields, it tells the system what data to use when carving territories in a map. | ****Basic Information**** | Field | Description | | --- | --- | | **Field** | Complete the appropriate action for the type of field: - **CRM field:** Automatically populates based on the information you completed in **Source Connection** tab. - **Custom field:** Type a name for the custom field. | | **Data Type** | Complete the appropriate action for the type of field: - **CRM field:** Automatically populates based on the information you completed in **Source Connection** tab. - **Custom field:** Select a [data type](/v1/docs/data-types-and-formatting-options-in-fullcast) from the dropdown for the field. | | **Aggregation** | Select the aggregation type COUNT or SUM for the field. | | **Label** | Type a name that displays as the the field name on the grid. | | **Category** | Type a category to organize the record details page. | | **Format** | Select the [format for the data type](/v1/docs/data-types-and-formatting-options-in-fullcast) from the dropdown menu. | | **Field Update** | Select or unselect the checkbox as needed: - **Select:** Auto rerun rules trigger to run whenever the field is updated (if [auto rerun rules](/v1/docs/auto-rerun-rules) is enabled). > [!NOTE] > Note > > Auto rerun rules will only execute when a designated **field update** field is modified. - **Unselect:** Auto rerun rules will not trigger to run whenever the field is updated. | | **Allow Grid Total** | Select or unselect the checkbox as needed: - **Select:** Displays the total value for that field in the grid table when you group by a field on the grid. - **Unselect:** Does not display the total value for that field in the grid table. | | **Hierarchy Participation** | Select or unselect the checkbox as needed: - **Select:** Allows the field to be used in territory rules. - **Unselect:** Disables the field from territory rules. | | **Mark as a Currency** | Toggle the option on or off as needed: - **Toggle off:** Field is not set as a currency type. - **Toggle on:** Sets the field as a currency type field and displays field values in the currency selected in your Salesforce organization’s **Manage Currencies** settings. > [!NOTE] > Note > > - Data types work only for field type of double or decimal. > - **Standard fields:** Salesforce must have multicurrency enabled. If a field is already currency type in Salesforce, this indicates to Fullcast that multicurrency is enabled, so the currency checkbox is not needed. > - This feature adds `convertCurrency()` function to the import query. The data import job will fail if Salesforce multicurrency is not enabled and if the currency format is applied to a field type that is not decimal or double. - Optional. From the **Currency Identifier Field**, select the field that indicates the currency for the field. - Optional. From the **Currency Identifier Date Field**, select the field that indicates the currency conversion value based on the date from the selected field. | ****Data Quality** (Optional)** Set thresholds on acceptable [data quality levels](/v1/docs/introduction-to-data-quality) for the field. | Section | Description | | --- | --- | | **Completeness** | Type the threshold amount. - Optional. Select the checkbox to enable the **NULL and Empty values are allowed** if applicable. | | **Uniqueness** | Type the threshold amount. - Optional. Select the checkbox to enable the **Values must be unique** if applicable. | | **Accuracy** | Type the accuracy percentage. - Optional. Use the [filter builder](/v1/docs/using-filter-builder-to-create-criteria) to add conditions if applicable. | ****Conditional Highlight** (Optional)** Add conditional variables to highlight data for that field on a grid table. | Field | Description | | --- | --- | | Conditional Operator | Select and operator. | | Conditional Value | Type a value to compare the condition to. The field only allows a single value, you cannot include more than one value. | | Conditional CSS | Add `CSS `to style the data that meets the condition formatted as: `"color": "[color]", "background-color": "[color]"` | 6. Click **Confirm**. 7. Click **Save**. **Customer relationship management:** A software that centralizes customer data, communications, and automated processes. Type of calculation you can perform with a roll-up summary field that counts the number of related records. Type of calculation you can perform with a roll-up summary field that adds up the values in a specific field on the related records.