How to Add a Field to a Stage in a Change Control Configuration

In the Change Control Category configuration, you will have the opportunity to add fields to a stage. This comes after you have built out your stage/transition process.

Included under each stage you will see "" button:

When you click on this button you will see a window that offers you 3 options:

1. Add Plain Text/Instructions - this will allow you to add just that. It will be a text box that you can add instructions on what needs to be done within the stage or any other applicable information.

2. Add an Account Custom Field - this will allow you to add one of the account custom fields that you created. You can only add an account custom field one time to each Change Control category.

3. Add a Stage Custom Field - this allows you to add a specific field that will only be used in this stage in this category. This is the same process as creating an account custom field.