Adding custom fields to the Person Profile view

If you have not enabled the Enable-Progressive-Views parameter in Centralized configuration, you can use Screen Configuration to add custom fields in Smart IT.

1. Open Developer Studio in Best Practice Customization mode (the default).
2. Create a new field in the CTM:People form and assign appropriate permissions, if it is not already added. Make sure that the database name and display label do not include an __c.
3. Flush the mid tier, and validate that you can view the field.
4. Clear the browser cache. 
5. Log on to the Smart IT universal client as an Admin user.
6. From the Configuration menu, choose Screen Configuration.
7. Click Refresh Metadata in People Profile View options.
8. Click Record Summary in People Profile View options.
9. On the panel displayed, search for the field in list of available fields or enter the field name in the Search Fields text box.

10. Click the Add icon ("plus" sign) for a field in the Available Fields list to add it to the Selected Fields list. You can remove it from the Selected Fields list by clicking the X icon.

    If a field is present in all required backend forms, the field is listed with an Add icon ("plus" sign) to the left of the field label, and you can add it to Smart IT views. However, if the field is missing on any of the required backend forms, the field is greyed out, and cannot be added to the view.

11. Click Save.

Open any people profile to verify that the field was added to the People Profile view. All the fields are displayed vertically in the selected section.

You can edit the custom field inline like all fields on the default view, by clicking the  icon.