File_Number | picklist | Claim_Form | |
Added_By | text | — | Default: ${zoho.loginuser} |
Date_of_Note | date | — | Default: today |
Time_of_Note | time | — | Default: now |
Type_field (displayname "Type") | picklist | — | Values: At Fault Insurer / Cancel / Client / Client Insurer / Recovery Agent / Repairer / Repair LOD Sent / Rental LOD Sent / Claims Consultant / Remitted / Double Validation / Payment Plan / Accounts / PRI Notes / Quick Lead Notes / Red Flag Notes / Validator Notes / Cliq - Service Notes / Tow Booking Notes / Parts Delay Notes / Rectification Notes; allows custom "other" value |
Note | textarea | — | |
Reformat_with_AI | checkbox | — | |
users (displayname "Users") | picklist | Users (built-in) | Personal data field |
Tag_User_in_Notes_Form | picklist | Tag_User_in_Notes_Form | Private field; advanced field search enabled |
Create_Task (displayname "Create Task?") | checkbox | — | |
Task_Due_Date | date | — | |
Added_By_CCR | picklist | — | Values: Yes / No; private field |
Refresh_Screen | picklist | — | Values: Yes / No; private field |