How do I add a new field into Folio?

You can add a new field to be used in any Folio template in 2 ways:

A. Add a new Field in a Folio Template

1. You can add a new field when you are setting up or editing a Folio Template.
   
   
2. You do this by going to the Folio Templates and selecting the Folio Template that you want the field to appear in.
   
   
3. Click on Fields and then click on the + New Field Button on the top right hand corner.
   
   
   
   
4. You will then be able to either select an existing field from the Field Library OR click on Create a New Field
   
   
   
   
5. Click on Create a new Field and give the field a name, type in any instructions and select the type of field that you want it to be. 
   
   
   
   
6. When you have completed the details click on Create and the field will appear in that Folio template and be available for use in other Folio Templates. 

B. Add a new Field from the Field Library

You can also add a new field that will be available to be used across multiple templates by going to the Folio Field Library. Typically this is where you will be adding a field that you know will be used across templates - such as Office Locations or State. 

1. Click on +New Field and add the new field as above. 
   
   
   
   
2. This new field will then be available to be added into any Folio Templates.