Create a custom field in a data group

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This article applies to:

As a manager or administrator, you can add new fields in both a custom data group and system data group. You can use this option to create any of these field types in the application:

Text field
Drop-down field
Date field
State field
Hyperlink field
Amount field

Steps

From the Avalara License Management home page, select the drop-down arrow on the navigation bar, and then select Setup.
Go to Customize > Data groups. 
Select a tab and a data group, and then select Custom fields.
Select New custom field and enter the required information.
1. Enter the name of the custom field.
2. Select the field type.
3. To make a custom field mandatory for users, select Required.
4. To add a custom field as a column in the list pages, select Add to list.
5. To add a custom field in reports, select Add to reports.
Select Advanced options, and decide when you want a custom group to appear:
Choose from:
- To always display the custom field, select Show always.
- To conditionally display the custom field, select Show when and create the condition.
Click Add field.