Create date fields (CTK)
About date fields
Create date fields to enable users to set dates in custom fields by using an easy date picker.
Creating date fields
To create a date field:
On the Organization profile page, go to the Overview tab or Resources tab. Click the New button and select Catalog resource.
On the Create a new resource page, in the Select type tab, select Metadata field - date. Click the Continue to configure fields button.
The Create a new Metadata field - date page opens.
In the Configure fields tab, set the following in the About section.
In the Title field, provide a name of the field you want to add. For example, let us add a field called Review date.
From the Collections dropdown, select the Metadata profile collection.
In the Configure fields tab, set the following in the More information section.
Resource types: Select the resource types for which you want to make the field available.
Collection types: Select the collection types for which you want to make the field available.
Sections: Specify the section in which the field should appear. If you don't select one, the filed automatically appears in the Informational Metadata section.
Display order: Set the order for the field as a number. For example, provide 1.
Page visibility: Select if the field should be always displayed on the resource page or if should be hidden when it is empty.
Edit modal visibility: For fields that are used less often, define them as additional properties so that they show as secondary field under an Add new field dropdown on the page where the field values are defined and edited.
Edit permissions: Select Can edit if users should be able to edit the value from the UI. Otherwise, set it to Read only.
Hover hint: Provide a help text to give context to your users about the field when they are viewing the field values.
Read-only sources: If you are making the field read-only, you can specify the source system for the field. The default value is This field is automatically synced from an automation or source.
External access: Select Access through API if you want the field to be available for use by APIs.
Filter by this field in search: This allows you to make the field available as a filter on the search results page. We recommend not enabling this for date fields.
Click Continue to review Metadata field - date.
In the Review Metadata field - date tab, check the configuration details for any possible errors before saving it. If adjustments are needed, click Back to edit the configuration.
Click the Create Metadata field - date button. The creation page is closed and you are taken to your new Metadata field - date page.
In the Sandbox organization, go to the resource page for which you added the date field. You can now use the special field with the date field control and set the value.