Suitebuilder Pre-session Assessment Quiz | Custom Fields

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| By Faye Hannah

Faye Hannah

Community Contributor

Quizzes Created: 1 | Total Attempts: 27

Questions: 10 | Attempts: 27 | Updated: Apr 7, 2023

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Questions and Answers

1.

[True or False] Custom fields are fields that you can add to your records and transactions to record information specific to your business needs.
- A.
  
  True
- B.
  
  False
Correct Answer
A. True

Explanation
Custom fields are indeed fields that can be added to records and transactions to record specific information tailored to the business needs. These fields allow businesses to gather and store additional data that may not be captured by default fields in their systems. By adding custom fields, businesses can enhance their record-keeping capabilities and ensure that they capture all the necessary information relevant to their operations.

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2.

[True or False] Transaction custom fields can be added to the top section (body) of transactions only.
- A.
  
  True
- B.
  
  False
Correct Answer
B. False

Explanation
Transaction custom fields can be added not only to the top section (body) of transactions but also to other sections such as header and footer. This allows for more flexibility in organizing and displaying custom data within transactions.

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3.

[Multiple Choice] The following are the different types of custom record and transaction fields, except:
- A.
  
  Custom CRM Fields
- B.
  
  Custom Item Number Fields
- C.
  
  Custom Transaction Line Fields
- D.
  
  Custom Transaction Item Options
- E.
  
  Custom Item Category Fields
Correct Answer
E. Custom Item Category Fields

Explanation
The given answer, "Custom Item Category Fields," is the correct answer because it is the only option that does not belong to the different types of custom record and transaction fields. The other options, such as Custom CRM Fields, Custom Item Number Fields, Custom Transaction Line Fields, and Custom Transaction Item Options, all represent different types of custom fields that can be used in records and transactions. However, Custom Item Category Fields is not a valid type of custom field in this context.

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4.

[Multiple Answers] Fields created in the following records are considered Custom CRM Fields:
- A.
  
  Task
- B.
  
  Phone Call
- C.
  
  Campaign
- D.
  
  Case
- E.
  
  Solution
- F.
  
  Event
- G.
  
  Customer
Correct Answer(s)
A. Task
B. pHone Call
C. Campaign
D. Case
E. Solution
F. Event

Explanation
Custom CRM fields are fields that are created by users to meet their specific needs and are not part of the standard fields provided by the CRM system. In this case, the given answer includes all the records listed, namely Task, Phone Call, Campaign, Case, Solution, and Event. These records are typically used in CRM systems to manage different aspects of customer relationships and interactions. By creating custom fields in these records, users can tailor the CRM system to their specific business processes and requirements.

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5.

[Multiple Choice] For custom transaction item options, you may encounter performance issues if there are too many item option fields on your form. What is the recommended maximum number of custom item option fields?
- A.
  
  20
- B.
  
  30
- C.
  
  40
- D.
  
  50
Correct Answer
D. 50

Explanation
Having too many custom item option fields on a form can lead to performance issues. The recommended maximum number of custom item option fields is 50.

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6.

[True or False] You can define a formula for an item option's default value (by checking the Formula box on the Setting Validation and Defaulting Properties), but formula references to non-item option fields are not supported. Item option will be saved successfully but users will encounter errors when trying to save a line item with the item option selected.
- A.
  
  True
- B.
  
  False
Correct Answer
A. True

Explanation
By checking the Formula box on the Setting Validation and Defaulting Properties, you can define a formula for an item option's default value. However, formula references to non-item option fields are not supported. This means that while the item option will be saved successfully, users will encounter errors when trying to save a line item with the item option selected. Therefore, the statement is true.

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7.

[True or False] Custom Item Number Fields are used for serial numbered items and lot numbered items.
- A.
  
  True
- B.
  
  False
Correct Answer
A. True

Explanation
Custom Item Number Fields are used for serial numbered items and lot numbered items. This means that these fields can be used to assign unique numbers or codes to individual items or groups of items that are part of a specific batch or lot. This helps in tracking and managing inventory more effectively, as each item can be easily identified and distinguished based on its serial number or lot number. Therefore, the statement "Custom Item Number Fields are used for serial numbered items and lot numbered items" is true.

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8.

Currently, custom sublist fields can be added to all records’ sublist except Bill of Materials Revision sublist.
- A.
  
  True
- B.
  
  False
Correct Answer
B. False

Explanation
Custom sublist fields can be added to all records' sublists, including the Bill of Materials Revision sublist.

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9.

[Multiple Choice] What’s the maximum number of digits for Decimal Number type of custom field?
- A.
  
  7
- B.
  
  13
- C.
  
  21
- D.
  
  30
Correct Answer
C. 21

Explanation
The maximum number of digits for a Decimal Number type of custom field is 21. This means that the field can accommodate a decimal number with up to 21 digits, including both the whole number and decimal places.

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10.

The access you define on the Role, Department, and Subsidiary subtabs doesn’t override the default access levels.
- A.
  
  True
- B.
  
  False
Correct Answer
B. False

Explanation
The access defined on the Role, Department, and Subsidiary subtabs does override the default access levels.

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Current Version
Apr 07, 2023

Quiz Edited by
ProProfs Editorial Team
Apr 06, 2020

Quiz Created by
Faye Hannah

Suitebuilder Pre-session Assessment Quiz | Custom Fields

[True or False] Custom fields are fields that you can add to your records and transactions to record information specific to your business needs.

[True or False] Transaction custom fields can be added to the top section (body) of transactions only.

[Multiple Choice] The following are the different types of custom record and transaction fields, except:

[Multiple Answers] Fields created in the following records are considered Custom CRM Fields:

[Multiple Choice] For custom transaction item options, you may encounter performance issues if there are too many item option fields on your form. What is the recommended maximum number of custom item option fields?

[True or False] Custom Item Number Fields are used for serial numbered items and lot numbered items.

Currently, custom sublist fields can be added to all records’ sublist except Bill of Materials Revision sublist.

[Multiple Choice] What’s the maximum number of digits for Decimal Number type of custom field?

The access you define on the Role, Department, and Subsidiary subtabs doesn’t override the default access levels.