Skip to main content
All CollectionsSOAP NotesClassic
Classic: Creating new fields and adding to layouts
Classic: Creating new fields and adding to layouts

This article was created from a Google Doc.

Updated over 4 months ago

Go to Setup

Image


Maximize Create & click on Objects

Image


You are now looking at all the custom object in your instance of Jasmine Practice Management. Select the “SOAP Note” custom object from the list of custom objects

Image




You are now looking at the details for the “SOAP Note” custom object. Click on New under Custom Fields & Relationships

Image


Select a field type, then click next

Image


Fill in required fields for the field type, then click next

Image


Make sure System Administrator is checked, then click next

Image


Make sure the the page layout for the field is selected, then click Save

Image


The custom field will now appear in the layout, but you might want to move it around. To do that, go to a record of that field type and click Edit Layout.

Image


Now you can drag and drop the field to where ever you want.

Image


Click Save when you are done.

Did this answer your question?