Adding Fields to the Distributor Application Object

Here you’ll add general fields to the Distributor Application object for gathering additional applicant and contact information:

1. Open the Global Menu ( ), go to the Control Panel tab, and click Objects.

2. Begin editing the Distributor Application object and go to the Fields tab.

3. Click Add (), enter these details, and click Save:

   Field	Value
   Label	Applicant Email
   Field Name	applicantEmail
   Type	Text
   Mandatory	False
   Accept Unique Values Only	True

   

4. Add a field for the primary contact’s name:

   Field	Value
   Label	Primary Contact Name
   Field Name	primaryContactName
   Type	Text
   Mandatory	False
   Accept Unique Values Only	False

5. Add a field for the primary contact’s title:

   Field	Value
   Label	Primary Contact Title
   Field Name	primaryContactTitle
   Type	Text
   Mandatory	False
   Accept Unique Values Only	False

6. Add a field for the primary contact’s email:

   Field	Value
   Label	Primary Contact Email
   Field Name	primaryContactEmail
   Type	Text
   Mandatory	False
   Accept Unique Values Only	True

7. Add a field for the primary contact’s phone number:

   Field	Value
   Label	Primary Contact Phone Number
   Field Name	primaryContactPhoneNumber
   Type	Text
   Mandatory	False
   Accept Unique Values Only	True

8. Add a Comments field:

   Field	Value
   Label	Comments
   Field Name	comments
   Type	Long Text
   Mandatory	False

Each saved field is added immediately to the Distributor Application object and automatically appears in its default layout when creating entries.

The new fields also appear in the object’s default table view.

Great! These fields can help Delectable Bonsai follow up with prospective applicants.

Now the object definition needs additional fields for collecting business information in compliance with KYC and AML policies. Rather than add these fields manually, you’ll use the object-admin REST APIs to add them programmatically.

Next: Adding Fields Using REST APIs

Relevant Concepts

• Fields
• Adding Fields to Objects