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Removing and Hiding Custom Fields

Table 25. Availability - Legacy plans


Overview

All users, except for collaborators, can remove and hide custom fields from folders, projects, or spaces unless their access role restricts it.

If you no longer need to use a custom field in a folder, project, or space, you can remove it. Once you do that, the field is no longer visible on that work item in any view within the workspace. But the field value is preserved so if you later add the custom field again, the values for associated tasks, folders, projects, and spaces are also added again.

You can also hide the field when viewing the folder, project, or space in Table view. In that case, the field is only hidden from Table view but is still visible in other views.

Tip

This page describes removing custom fields from folders, projects, and spaces. To learn how to permanently delete custom fields from the account, visit the Deleting Custom Fields page.

Remove a Custom Field from a folder, project, or space

Note

You can remove a custom field only if it was created from the current folder, project, or space or explicitly added to it via Table view.

If the field is visible in a folder or project because it's inherited from its parent folder, project, you won't see the option to remove it. Instead, you can remove the field from the parent item, hide it in Table view, or edit the field properties to stop it from being displayed anywhere but the parent item.

You can always check the source of a custom field in the account-level custom field management panel.

For Account-level Custom Fields

  1. Click your Profile image 1 from the sidebar.

  2. Select Settings 2 from the dropdown menu.

    Profile_image.png
  3. Select Custom fields 3 in the left panel under the Account management section.

    Custom_fields.png
  4. Click on the row of the custom field which you want to remove 4.

  5. An overlay opens to the right of the panel. Click Remove from 5 option located at the bottom of the overlay.

  6. Search 6 for the location where you want the selected custom field to be removed and click on it when it appears in the dropdown menu.

    Remove_account_level.png

To remove multiple account-level custom fields

  1. Follow the steps 1-3 from the above section.

  2. Check the boxes of the custom fields located near to their names which you want to remove.

  3. An overlay appears on the right. Click Remove from option from the overlay.

  4. Search  for the location where you want the selected custom field to be removed and click on it when it appears in the dropdown menu.

    Remove_account_level_multi.gif

For Space-level Custom Fields

  1. Open the relevant Space 1.

  2. Click the Gear 2 icon located below the Space’s name or from the sidebar.

    Gear_icon.png
  3. Select the Custom fields tab 3.

  4. Click on the row of the custom field which you want to remove 4.

  5. An overlay opens to the right of the panel. Click Remove from 5 option located at the bottom of the overlay.

  6. Search 6 for the location where you want the selected custom field to be removed and click on it when it appears in the dropdown menu.

    Remove_space_level.png

To remove multiple space-level custom fields

  1. Follow the steps 1-3 from the above section.

  2. Check the boxes of the custom fields located near to their names which you want to remove.

  3. An overlay appears on the right. Click Remove from option from the overlay.

  4. Search  for the location where you want the selected custom field to be removed and click on it when it appears in the dropdown menu.

    Space_multi.gif

Tip

You can also remove custom fields using the Fields option from Table view and Cards option from Board view. Locate the custom field which you want to remove and click the three-dot menu. Clicking this will open a submenu containing a Remove from… continuing with the folder name or the project name depending on the work item. Clicking this option will remove the selected custom field from the location.

Hide a custom field from the Table view

Use this option if you want to hide custom fields from the current location field (space, folder, or project).

  1. Navigate to the folder, project, or space.

  2. Switch to Table view 1.

  3. Hover over the custom field which you want to hide and click the three-dot menu 2.

  4. Select the Hide column 3 option from the dropdown menu.

    Hide.png

To bring back the hidden custom field

  1. Follow the steps from 1 and 2 from the above section.

  2. Click the + 1 icon located below the public link option.

  3. Scroll down through the dropdown menu and search for the custom field you want to bring back.

  4. Click on the toggle 2 icon to enable the custom field.

    show.png

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