Fields tab

The Fields tab of the sObject editor helps you to review the properties of any field in an object and easily to create new fields. Open a necessary object file and navigate to the Fields tab in the editor.

Fields tab

The Fields tab represents all the fields of an object file in a table view. In case, if the object file does not contain any fields, you'll see a message, that there is no data to display.

The fields are present in rows, and the columns display the field's properties:

  • API Name,
  • Field Label,
  • Type.

Editing fields

To have the ability to edit a field, you need to click on a necessary row. After this action, the Fields tab will be split, and you will get the list of the field's properties in the right part of the window.

Expand field

Here you will see the field's general properties, such as Label, API Name, and Type. Also, there are the specific properties for the given type of a field, for example, a length, decimal places, and the default value for the fields with 'number' type, and so on. Using the 'details' section, you can also edit the field definition.

NB: You have the ability to edit only the custom fields, not the standard ones.

You are able to quickly modify formulas or default values without going to the Salesforce UI and without doing raw XML editing. Click on the . . . button next to the Formula body field and modify a formula in the Formula editor.

Formula editor

Make all needed changes in the field's properties using the inputs and drop-down lists. Red vertical lines mark the required properties for this field. All your changes are immediately displayed in the object file in the lower part of the split editor and vice versa.

NB: Currently, if you change the API name in the field, you won't edit the current field but create a new one. Also, if you delete the field from the editor, these changes won't be displayed in the Fields tab.
NB: All changes in the file are not saved until you use the Save or Save & Deploy options.

Adding fields

To add a new field, just click the Add field button at the top panel of the tab and select the necessary type for the new field from the drop-down list. You'll get a new row for a field with empty inputs on the right.

Adding fields

NB: When adding a new field, it's strongly recommended to add the __c ending to its name.

Cloning fields

With the help of the feature of cloning in the Fields tab, you can clone necessary fields (one or more if needed) to necessary objects (one or more if needed) multiple times with just one click. In order to do this, click the Clone field(s) button on the toolbar.

Clone fields button

In the opened window, you'll get the list of fields from the opened object file and options to clone them.

Clone fields

The algorithm of cloning is the following:

  1. check the fields to clone in the left part of the window. You can you filter to find necessary fields quickly,
  2. select how many times each field should be cloned into a target object(s),
  3. select one or multiple target objects, even the same one, in the right part of the window. You can you filter to find necessary objects quickly,
  4. click the Clone button.

The IDE will modify the corresponding XML file(s) for target object(s) with the cloned field(s) and open them in the editor, so you can modify them.

Saving changes

The Welkin Suite offers you two ways how to save your changes in the object file:

  • Save via standard IDE options — saves your changes locally in the object files,
  • the Save & Deploy button — saves your changes and deploys the changed file to your organization.

If you left the required fields empty, the deployment process will fail and you will get an error message in the Error List panel.

Saving changes

NB: In cases where the deployment has failed, you'll see an appropriate message in the Error List panel and in the status bar. At the same time, the changes in the object file will be saved. To revert your changes, you need to use the standard Undo option of the editor via the Cmd+Z hotkey.

Getting help

The Welkin Suite is always ready to lend you a hand if you ever have questions about some functionality of the Fields tab or the process of accomplishing some tasks here. When you need to learn more about this tab or its elements, click on the Help Help icon in the top right corner of the window. You will get an opened page of The Welkin Suite's Documentation related to this functionality in your default browser.

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Last modified: 2018/03/19 11:24

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