---
schema_version: "1"
id: 363ae630e8944cbeeb4c7d291d96091c5e5b1680838710fb5980e11400d46a28
title: Create Custom Fields for the Document and Template URL
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_files_quip_create_field_for_url.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_create_field_for_url.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: efadf49130633bad8591f6a67e9d2b6c7d27c6ae6ceaadb4acfe9909d56ba953
description: If you want to use different documents or templates for your Salesforce records, create a custom field. Quip stores the URL of the embedded document or template in the custom field of the Salesforce object. If each record uses the same document, you don’t need to create the fields.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Create Custom Fields for the Document and Template URL

If you want to use different documents or templates for your Salesforce records, create a custom field. Quip stores the URL of the embedded document or template in the custom field of the Salesforce object. If each record uses the same document, you don’t need to create the fields.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d30738e56">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30738e56 ">To create or change custom fields:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30738e56 ">Customize Application</td>

            </tr>
          </tbody>
        </table>

You can create a custom URL field from the Object Manager, or create one from the Quip Document component in the Lightning App Builder.

- **[Create a Custom URL Field from the Object Manager](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_create_field_for_url.htm&release=264.0.0&type=5)**  
    Store documents created from a template in custom URL fields. Manage access to the custom URL field.
- **[Create a Custom URL Field from the Quip Document Component](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_create_field_for_url.htm&release=264.0.0&type=5)**  
    Create a custom URL field for your documents and templates without leaving the Lightning App Builder.

## Create a Custom URL Field from the Object Manager

Store documents created from a template in custom URL fields. Manage access to the custom URL field.

1. Navigate to the Salesforce page that you want to create a custom field for, such as a customer’s Account page.
2. Click the gear icon, and select **Edit Object** to go to Object Manager.
3. On the left, click **Field & Relationships**.
4. Click **New**.
5. Select **URL**, then click **Next**.
6. Enter a field label and name, and optionally a description, and click **Next**.
7. Select the profiles that can edit the new field, and click **Next**.
    
    Users who use documents or clone templates must be able to edit the field.
8. If you have Dynamic Forms-enabled Lightning record pages for the object, ensure all are deselected, then click **Next**.
    
    If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, this step doesn’t appear.
9. Deselect all page layouts, and click **Save**.
    
    You deselect the Lightning pages and page layouts because you don’t want the new field to display in the Lightning page yet.
10. If users can use different templates for different records, create a second custom field to store the template.

## Create a Custom URL Field from the Quip Document Component

Create a custom URL field for your documents and templates without leaving the Lightning App Builder.

Before you create a custom field:

- Navigate to the Salesforce page where you want to add a Quip Document component, such as a customer’s Account page.
- Click the gear icon, and select **Edit Page** to go to the Lightning App Builder.
- Add the Quip Document component to your page layout.

Standard profiles have edit access to this field. Custom URL fields created from the Quip Document component aren’t added to the page layout. You can make changes later from the Object Manager. Creating a field from the Lightning App Builder isn’t supported for the **same doc on every record** option.

1. From the Quip Document component, select **Create a new field**.
    
    ![Create a new field hightlighted in the Doc component](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_new_url_field_doc_component.png)
2. Enter a field label and field name. You can make changes later from the Object Manager.
    
    ![Create a Custom Field modal](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_custom_url_field_modal_228.png)
3. Save the action.

If you selected **Different templates for different records**, create a second field to store your new document URLs.