---
title: "Create User-Defined/Custom Fields"
slug: "create-user-definedcustom-fields-1"
updated: 2026-09-15T14:28:11Z
published: 2026-09-23T12:57:45Z
canonical: "wiki.cobblestonesoftware.com/create-user-definedcustom-fields-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create User-Defined/Custom Fields

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Create User-Defined/Custom Fields**

*03. Admin User Manual › Field Manager › Create User-Defined/Custom Fields*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Custom fields are created from **Field Management**'s Fields tab: pick an area, click **Add field**, and define its display name, type (Text Box, Drop Down Box, Currency, Date, Rich Text Editor and more), field group, visibility, and whether it is **required**, **unique**, shown on emails, or eligible for **AI field extraction**.

# 2. Key Elements

- Administration → **Field Management**, choose an Area, then **Add field** to create a new custom ("u_") field
- Field type is fixed once created — changing type means adding a new field and retiring the old one
- **Required**, **Unique** (which forces **required**) and Show on emails are set at creation and editable afterward via Edit
- An **AI field extraction** checkbox and a VISDOM description box let a new field be picked up automatically by VISDOM AI extraction

# 3. Quick Reference Summary

Step-by-step walkthrough:

1. Go to Administration → Field Management and choose an Area.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/field-management-fields-tab.png)

|  |  |
| --- | --- |

2. On the Fields tab, click Add field and set its name, type, field group, and whether it's required.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/add-a-field-panel.png)

3. To adjust an existing field's Required, Unique, Show on emails, or AI field extraction settings, click Edit.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/edit-field-panel.png)