--- title: "Customize fields" slug: "customize-fields" description: "Learn how to configure fields in Zilliant CPQ to display or capture important object data in various UI locations." updated: 2026-05-06T09:28:05Z published: 2026-05-08T10:00:29Z canonical: "docs.zilliant.com/customize-fields" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt > Use this file to discover all available pages before exploring further. # Customize fields You can configure fields in Zilliant CPQ to display or capture important object data in the following UI locations: - Object’s detailed information tab - Object creation dialog - Sections on custom tabs - **Overview** tab in the line item details panel In this topic, learn how to: - [Add fields](/main/docs/customize-fields#add-fields) - [Manage field visibility](/main/docs/customize-fields#manage-field-visibility) - [Make a field read-only](/main/docs/customize-fields#make-a-field-readonly) - [Rearrange fields](/main/docs/customize-fields#rearrange-fields) - [Add localized field labels](/main/docs/customize-fields#add-localized-field-labels) - [Restrict field visibility by UI profile](/main/docs/customize-fields#restrict-field-visibility-by-ui-profile) - [Make a field read-only for specific UI profiles](/main/docs/customize-fields#make-a-field-readonly-for-specific-ui-profiles) - [Manage field settings](/main/docs/customize-fields#manage-field-settings) - [Apply mass restrictions to fields](/main/docs/customize-fields#apply-mass-restrictions-to-fields) ## Prerequisites To configure fields: - [Enable the new UI](/main/docs/work-with-the-new-ui#enable-the-new-ui) - Verify that you have the UI EXTENSIBILITY PERMISSION. For details on assigning permissions, read [Role management](/main/docs/role-management#define-permissions-for-a-role). ## Add fields 1. Open the customization dialog: - [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Select **+ Add New Field** or **+ Add Field**. 3. Locate a standard or [custom attribute](/main/docs/extend-the-application-schema-through-ui), then turn on the switch next to its name. > [!WARNING] > Note > > If you’re adding a business relation attribute to the object detailed information tab, locate it and select Expand. Then, turn on the switch next to the value you want to display in the field, typically Name, ERP ID, or External ID. 4. Select **Save**, then select **Publish**. ## Manage field visibility 1. Open the customization dialog: - [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Turn on or off the **Visible** switch next to the field name. 3. Select **Publish**. ## Make a field read-only 1. Open the customization dialog: - [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Turn on or off the **Read-Only** switch next to the field name. 3. Select **Publish**. ## Rearrange fields 1. Open the customization dialog: - [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Drag the field to the desired position. 3. Select **Publish**. ## Add localized field labels 1. Open the customization dialog: - [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Select Edit next to the field name, then go to the **Localization** tab. 3. Select **+ Add Localized Label**. 4. From the **Language** dropdown field, select a language. 5. In the **Label** field, enter a field label. 6. Repeat Steps 3–5 for each language you need. 7. Select **Save**. 8. At the top of the dialog, next to the field name, select Back to return to the field list. 9. Select **Publish**. > [!NOTE] > Tip > > To display the new labels in the UI, sign out and then sign back in to CPQ. ## Restrict field visibility by UI profile 1. Open the customization dialog: - [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Select Edit next to the field name, then go to the **Visibility** tab. 3. Select **+ Add Profile to Hide Field From**. 4. Select the [UI profiles](/main/docs/ui-profile), then select **Add Profile**. 5. Select **Save**. 6. At the top of the dialog, next to the field name, select Back to return to the field list. 7. Select **Publish**. ## Make a field read-only for specific UI profiles 1. Open the customization dialog: - [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Select Edit next to the field name, then go to the **Read-Only** tab. 3. Select **+ Add Profile to Disable Field From**. 4. Select the [UI profiles](/main/docs/ui-profile), then select **Add Profile**. 5. Select **Save**. 6. At the top of the dialog, next to the field name, select Back to return to the field list. 7. Select **Publish**. ## Manage field settings 1. Open the customization dialog: - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Select Edit next to the field name, then go to the **Attributes** tab. 3. Turn on or off the **Mandatory** and **Multi-line** switches to control the field behavior. 4. From the **Control** dropdown field, select how to display the field values: - **Dropdown**—(Available for fields based on relational attributes.) Show values in the dropdown list. - **Value Help Picker**—(Available for fields based on relational attributes.) Show values in a table. - **Date Picker**—(Available for date and time fields.) Show only the date selector in the field. This is the default setting. - **Date Time Picker**—(Available for date and time fields.) Show the date and time selector in the field. 5. (Available for fields based on relational attributes.) Control what value of a relational attribute to display in the dropdown list or in the value help picker table. For example, you can choose to display an object name or an object ERP ID: - If at Step 4 you selected **Dropdown**, select Edit next to the value name, then select the needed value. Select **Save**. - If at Step 4 you selected **Value Help Picker**, select **+ Add Additional Attribute**. Turn on the switch next to the needed value, then select **Save**. 6. Select **Save**. 7. At the top of the dialog, next to the field name, select Back to return to the field list. 8. Select **Publish**. ## Apply mass restrictions to fields You can hide or make several fields read-only at once for multiple [UI profiles](/main/docs/ui-profile). This helps you quickly control what each profile can see or edit. To apply mass restrictions: 1. Open the customization dialog: - [From the object’s detailed information tab](/main/docs/access-ui-customization-dialogs#from-the-objects-detailed-information-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the object creation dialog.](/main/docs/access-ui-customization-dialogs#from-the-object-creation-dialog) - [From a custom tab](/main/docs/access-ui-customization-dialogs#from-a-custom-tab). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. - [From the Overview tab in the line item details panel](/main/docs/access-ui-customization-dialogs#from-the-overview-tab-in-the-line-item-details-panel). At Step 4, select Edit next to the name of a section and go to the **Fields** tab. 2. Select **Mass Restrictions**, then select **+ Add Profiles for Mass Restrictions**. 3. Select one or multiple UI profiles, then select **Add Profile**. 4. Select **Next**. 5. In the **Hide** tab, select **+ Add**, then select the fields to hide for the selected UI profiles. Select **Add**. 6. In the **Read-Only** tab, select **+ Add**, then select the fields to make read-only for the selected UI profiles. Select **Add**. 7. Select **Save**, then select **Publish**. ![Icon Edit](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Edit.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A16%3A52Z&se=2026-11-11T13%3A16%3A52Z&sr=c&sp=r&sig=f3%2BI%2Fv%2Fxqz5P3%2BcooxBn8uCTmRLCzOw%2BxIjDoguahDA%3D) Edit ![Icon Expand](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Expand.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A16%3A52Z&se=2026-11-11T13%3A16%3A52Z&sr=c&sp=r&sig=f3%2BI%2Fv%2Fxqz5P3%2BcooxBn8uCTmRLCzOw%2BxIjDoguahDA%3D) Expand ![Icon Back](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/icon%20Back.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A16%3A52Z&se=2026-11-11T13%3A16%3A52Z&sr=c&sp=r&sig=f3%2BI%2Fv%2Fxqz5P3%2BcooxBn8uCTmRLCzOw%2BxIjDoguahDA%3D) Back The schema-level definition of a data field. All fields displayed in the UI are based on attributes.